John Lee Application PackageCITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
LeeJohnJ
NAME:
First Name
Last Name
Middle Initial
Florida33139
HOME ADDRESS
:
20 Island Avenue #402Miami Beach
Home No./StreetState
Apt No.City
Zip Code
jl1400@hotmail.com
305-519-2769954-926-2678
PHONE
:
WorkEmail Address
Home
Insurance Professional
Business Name:
FirstService Financial
Position:
5805 Blue Lagoon Drive
MiamiFlorida33126
Address:
State
CityZip Code
Street
Pursuant to City Code section 2-22(4) a and b: Members of agencies, boards, and committees shall be affiliated
requirement shall be fulfilled in the following ways: a) an indi
months; or b) an individual shall demonstrate ownership/interest
Yes
No
Yes
circle one): I am now a resident of: South Beach
No
123Please note that only three (3)
Please list your preferences in order of ranking [] first choice [] second choice, and [] third choice.
choices will be observed by the City Clerks Office.
(Regular Boards of City)
Choice 1:Marine and Waterfront Protection Authority
Choice 2:Sustainability Committee
Choice 3:
Convention Center Advisory Board
Note: If applying for Youth Advisory Board, please indicate your aff
1. Past service on the Youth Center Advisory Board:
No
Years of Service:
if yes, please list the names of your children, their
No
2. Present participation in Youth Center activities by your chil
ages, and which programs. List below:
No
Have you ever been convicted of a felony:If yes, please explain in detail:
Do you currently have a violation(s) of City of Miami Beach code No If yes, please explain in detail:
Do you currently owe the City of Miami Beach any money:No If yes, please explain in detail:
No
Are you currently serving on any City Boards or Committees:If yes, which board?
What organizations in the City of Miami Beach do you currently h
List all properties owned or have an interest in, which are loca
Property
20 Island Avenue #402, Miami Beach, FL 33139
1400 Pennsylvania Avenue #3, Miami Beach, FL 33139
No
I am now employed by the city of Miami Beach:Which department?
The following information is voluntary and is neither part of yo
being asked to comply with federal equal opportunity reporting r
Gender:Male
Race/Ethnic Categories
What is your race?
Mark one or more races to indicate what you consider yourself t White
Other Description:
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spani No
Physically Challenged:No
NOTE: If appointed, you will be required to follow certain laws which
These laws include, but are not limited to, the following:
Prohibition from directly or indirectly lobbying city personnel
o
Prohibition from contracting with the city (Miami-Dade County Co
o
Prohibition from lobbying before board/committee you have served
o
Beach Code section 2-26).
Requirement to disclose certain financial interests and gifts (M
o
(re: CMB Community Development Advisory Committee): prohibiti
from having any interest in or receiving any benefit from Co
or those with whom you have business or immediate family ties
Upon request, copies of these laws may be obtained from the
I hereby attest to the accuracy and truthfulness of the applica
VII of the City Code Standards of Conduct for City Officers,
I John Lee agreed to the following terms on 11/29/2015 1:37:19 P
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No.Date
JOHNJ. LEE
20 Island Avenue #402,Miami Beach, FL33139 (305) 519-2769jlee@firstservice.com
Vice President
FirstService Financial, Inc., Miami, FL
January 2011-Present
Manage team responsible for introducing and maintaining insurance placements and deposit
relationships to 2,000 managed condominium associations througho
Collaboratewith FirstService Financial team and preferred broker networkto develop and
distribute proprietary insurance products
Educate boards of directors on insurance procurement process
Account Executive
Brown & Brown of Florida, Ft. Lauderdale, FL
March 2007-December 2010
Oversee renewal marketing and direct account management on the agencys book of
condominium business, which totaled nearlysix million dollars in revenue
Perform regular outreach to clients to enhance relationships, includingrenewaland new business
presentations
Actively solicit, marketand close new businessaccounts
BudgetAnalyst
The ContinentalGroup, Inc., Hollywood, FL
May 2005-March 2007
Developed condominium, condominium-hotel, shared use, and multi-association budgets, for
developers to filein condominium documents
Assisted Community Association Managerswith actualizing budgets, preparing bid spreadsheets
and calculating deficit funding levelsfor newly opened associations
Conducted Microsoft Excel training sessions for property and cor
Community Association Manager
BlueSky Miami, Miami Beach, FL
July 2004-May 2005
Coordinated property maintenance and procured bids for repairs and improvements for thirty
managed properties in South Miami Beach
Conductedannual, special assessmentand budget meetings for managed associations
Communicated regularly with board and membership of association well-
being, status of maintenance, and compliance with State and local law
Assistant Director, Internships and Graduate School Preparation
University of Miami, CoralGables, FL
June 2002 July 2004
Planned and implemented programs to educate student, parents, fa
concepts and opportunities
Through effective networking, increased the quantity of internshy over 300%
Regularly represented the University at various corporate and go
gain exposure in the community and broaden employer contacts
Education:
Master of Science in Education,
June 2002, University of Miami, Coral Gables, FL
Major in Enrollment Management in Higher Education
Bachelor of Business Administration,
May 2000,James Madison University, Harrisonburg, VA
Major in Marketing, Minor in Political Science
Licensing:
220FloridaProperty and Casualty Insurance License
120 Florida Excess and Surplus Lines License