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Eddie Sierra Application PackageCITY OF MIAMI BEACH BOARD AND COMMITTEE APPLICATION FORM SierraEddieI NAME: First Name Last Name Middle Initial Florida33133 HOME ADDRESS : 2954 SW 25th TerrMiami Home No./StreetState Apt No.City Zip Code Eddie@simafinancials.com 305-219-21403052192140 PHONE : WorkEmail Address Home Benefit Consultant Business Name: SIMAFinancials Group Position: 8200 NW 41st Street Suite 175 DoralFlorida33133 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 No Yes No circle one): I am now a resident of:  Disability Laws, ADA Compliance 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 Clerk’s Office. (Regular Boards of City) Choice 1:Disability Access Committee Choice 2: Choice 3: 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 I am now employed by the city of Miami Beach:No Which department? The following information is voluntary and is neither part of yo being asked to comply with federal equal opportunity reporting r Gender:none Race/Ethnic Categories What is your race? Mark one or more races to indicate what you consider yourself t none Other Description: Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spani No No Physically Challenged: NOTEIf 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 Eddie Sierra agreed to the following terms on 11/23/2015 6:30: Received in the City Clerk's Office by: Name of Deputy Clerk Control No.Date Eddie I. Sierra 8200 NW 41 Street, Suite 175(305)219-2140 Doral, Florida 33166eddie@simafinancials.com CAPITAL MANAGEMENT / PERSONAL FINANCIAL PLANNER An effective personal financial planner, career driven and goal -record of organizing and completing projects within existing and implement workflow efficiency and improved productivity. Ability to recogn with best products available. Financial analysis and planning Business development Sales with strong closing abilities Passion for establishing long lasting strong relationships with EMPLOYMENT SIMAFinancials Group, Inc. March 2011 –Present Financial Planner / Certified Community Medicare Presenter Provide clients with a variety of financial services to help the preservation.Present educational forums design to provide education on services furnished to eligible Med members. Key Achievements Prepared and conducted presentations related to life, retirement other related services. Rapidly developed a client base by effectively utilizing the web, local ne innovative combination of tools. Developed marketing strategies to target selected segments and b customized services to clients. Director of Client Relations Aug 2009 –Feb 2011 Law Offices of Gupta & Associates Prompted the necessity within the firm for a Client Relations Di and build stronger relationships with existing clientele. Key Achievements By effectively managing relationships with existing and prospect cli sales by 32% while reducing labor cost during first year with th The streamline of Motion scheduling procedures resulted in increprovement of existing error prone system used at the time. Implemented and oversaw preparation of financial worksheets for Personal Banking Specialist Jul 2006 –Aug 2009 Bank Atlantic Quick learning ability allowed me to swiftly get familiar with a variety of products and services avai to clients. Key Achievements Cross trained in a wide variety of products and services. This a within first quarter, and continued increases duringmy tenure with Bank Atlantic. Highly involved with Small Business Administration to help small goals and their loan underwriting processes. Comprehensive knowledge of Small Business Administration lendingelines and Federal requirements allowed for consistent increase in the numb Government Relations Intern Sep 2005 –Dec 2005 Clarion Management-Hearing Industry Maintained and expanded current Congressional support on Client’s issues by 18% during extent of internship. Conducted extensive lobbying on Congressional offices, as well a contact with Senior Management on relevant legislative matters a Was presented with Intern of the year award as a result of outstanding accomplishments and improvements on current methods and procedures. EDUCATION Masters in Business Administration –Finance at Nova Southeastern University, Fort Lauderdale, FL Bachelor of Science Degree in Political Science at Florida International University, Miami, Fund for American Studies –Constitutional Law at Georgetown University, Washington, DC Associate of Science Degree in Culinary Arts at Johnson and Wale SPECIAL DISTINCTIONS Step-Up FIU –Disability Student Organization President2004-2006 FIU Student Government Association, Office of Disability Service Representative 2004-2006 Student Advisory Committee, Honors College Member2003-2005 Student Research and Artistic Initiative Honors College Member2003-2005 Relay for Life, American Cancer Society Volunteer2003 –Present Educational Distinctions Leadership development Howard J. Leonhardt New Venture Challenge2005Finalist Honors: FIU Honors College Graduate, Dean’s List:Spring1996,winter1997, Spring 1997 National Dean List Honors 2004 –2006 Golden Key International Honor Society Alpha Sigma Tau Honor Society PROFESSIONAL SKILLS Professional Licenses: Life, Health and Annuity FL 215 Bilingual -Fluent in English and Spanish Microsoft Office, HTML, AutoCad and Cisco Systems.