Joseph M. Landesman Application PackageCITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
LandesmanJosephM
NAME:
First Name
Last Name
Middle Initial
Florida33140
HOME ADDRESS
:
4101 Pine Tree Drive Apt 418Miami Beach
Home No./StreetState
Apt No.City
Zip Code
mordyl19@gmail.com
305-322-9568305-536-9325
PHONE
:
WorkEmail Address
Home
Financial Advisor
Business Name:
UBS Financial Services
Position:
100 S.E. 2nd Street 24th Floor
MiamiFlorida33131
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: Middle Beach
I am a native of Miami Beach and would like to give back and hel
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:Budget Advisory Committee
Choice 2:Personnel Board
Choice 3:
Production Industry Council
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
NameTitle
Miami Beach Chamber of CommerceCo-Chair Emerging Leadership
Council
Jewish FederationNetwork Board Member
Miami Beach JCCMember/ Flag Football Team
Captain
Congregation Ahavas TorahMember
Congregation Kolell BokerMember
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:Male
Race/Ethnic Categories
What is your race?White
Mark one or more races to indicate what you consider yourself t
Other Description:
No
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spani
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 Joseph Landesman agreed to the following terms on 12/21/2015 1
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No.Date
JOSEPH LANDESMAN
4101 Pine Tree Drive Apt 418, Miami Beach, Florida 33140
Home: 305-322-9568 - Cell: 305-322-9568 - landesman.joseph@gmail.com
www.ubs.com/team/flagroup
P S
ROFESSIONALUMMARY
I am an accomplished and detail-oriented Financial Advisor succe
business goals through sales development and execution, in-depth
and budget strategy design. I am leveraging my leadership skills
performance and team production with my group at UBS. I embody t
Gain and always looking to help my Clients, Team, Company, and C
strong team player motivated by my goals and family. I am always
opportunity and looking forward to work with you.
S
KILLS
Expert in financial analysis, financialMy top 5 Leadership Skills analyzed by
planning and investments.Clifton Strengths Finder 2.0:
Individualization
High level of accuracy- Gift for team
Extensive knowledge of SECdynamics optimization.
Communication
regulations- Ability to present
Risk investment analysisand communicate effectively.
Analytical
Deal mechanics- Especially Talented to
Team playeridentify trends, patterns and pinpoint
Strong team-builderreasoning.
Strategic
Cash management and handling - Able to creatively solve
expertiseproblems and plan for future
Proficient in MS Officeopportunities.
Arranger
Flexible - Specialize in organization
to maximize production and resources.
W H
ORKISTORY
Financial Advisor
02/2013 to Current
UBS Financial Services
Miami FL
Financial Advisory, Consultant, and Planning: I manage private c
of $240 Million. I have a focus on Investment Management, Portfo
Business Development, and Risk Management.
I work with Businesses on Cash Management, ESOP, Defined Contrib
Pension plans.
I have a niche within Investment Banking of Loan Financing and P
opportunites.
Received UBS NFA Teir 1 Award Bonus in 2014 and 2015.
Continued education on current banking products and services thr
Northwestern University CFP Program.
Financial Advisor Associate
01/2012 to 01/2013
Morgan Stanley Smith Barney
Aventura, FL
Profiled and analyzed investment products to develop customized
for clients' financial needs.
Closely monitored the performance of current portfolio of specia
changes to achieve performance targets.
Identified problem areas within the loan portfolio, analyzed ris
appropriate solutions.
Conducted careful financial and covenant analysis of proposed tr
portfolio companies.
Answered clients' questions about the purposes and details of fi
strategies.
Developed outside business within local networks to establish a
community referrals.
Financial Representative
05/2011 to 12/2011
Northwestern Mutual Financial Group
New York, NY
Interviewed clients to determine current income, expenses, insur
status, financial objectives, risk tolerance and other informati
financial plan.
Answered clients' questions about the purposes and details of fi
strategies.
Evaluated leads obtained through direct referrals, lead database
Met with 25 existing and prospective clients each week to select
insurance policies.
Analyzed sales volume, retention and loss ratio trends to identi
improvement.
E
DUCATION
Bachelor of ScienceFinance
2014:
Touro, Lander College for Men
- Flushing, NY
Founding Member of the Lander Investment Group.
Created the first school investment club
Portfolio Manger of the Group
Was part of a Dual Curriculum Study of Jewish Talmudic Law in th
studies in the afternoon.
Strong Member of Touro College Athletic Department.
A
FFILIATIONS
Miami Beach Chamber of Commerce
Co-Chair Emerging Leadership Council
Pillar Member
Ambassador
Greater Miami Jewish Federation
Network Board Member - Co-Chair Super Sunday Committee
2015-2016 Network Campaign
Olam Leadership Development Program Member
Invitation Exclusive for Business and Community Leaders