Jean Robert Latortue Application PackageCI MAMBEACH
NAME: Latortue Jr
Last Name
Jean -Robert
First Name
CITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
Middle Initial
HOME ADDRESS: 193 N Shore Dr Unit 193-1 Miami Beach FL 33141
Apt No. Home No./Street City State Zip Code
PHONE: 786-493-2323 JRobertinvests@gmail.com
Home
Work Email Address
Business Name: Crescendo Wealth Advisors
Position: Technology Project Manager/ Realtor
Address: 193 N Shore Dr Unit 193-1 Miami Beach FL 33141
Street City State Zip Code
Pursuant to City Code section 2-22(4) a and b: Members of agencies, boards, and committees shall be affiliated with the city; this
requirement shall be fulfilled in the following ways: a) an individual shall have been a resident of the city for a minimum of six
months; or b) an individual shall demonstrate ownership/interest for a minimum of six months in a business established in the city.
• Resident of Miami Beach for a minimum of six (6) months Yes
• Demonstrate an ownership/interest in a business in Miami Beach for a minimum of six (6) months: Yes
• Are you a registered voter in Miami Beach: Yes
• (Please circle one): I am now a resident of: North Beach
• I am applying for an appointment because I have special abilities, knowledge and experience. Please list below:
-Experience creating, launching, and managing multiple small businesses in a variety of industries.
• Are you presently a registered lobbyist with the City of Miami Beach? No
Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note that only three (3)
choices will be observed by the Citv Clerk's Office. (Regular Boards of City)
Choice 1: Planning Board
Choice 2:
Choice 3:
• Board members are required to file Form 1 — "Statement of Financial Interest" with the State.
If you seek appointment to a professional seat (e.g., lawyer, architect, etc.) on the Board of Adjustment, Design Review
Board, Historic Preservation Board or Planning Board, attach a copy of your currently -effectively license, and furnish the
following information:
Type of Professional License License Number
License Issuance Date License Expiration Date
Note: If applying for Youth Advisory Board, please indicate your affiliation with the Scott Rakow Youth Center:
1. Past service on the Youth Center Advisory Board: No
Years of Service:
2. Present participation in Youth Center activities by your children No if yes, please list the names of your children, their
ages, and which programs. List below:
• Have you ever been convicted of a felony: No If yes, please explain in detail:
• Do you currently have a violation(s) of City of Miami Beach codes: No
• Do you currently owe the City of Miami Beach any money: No
• Are you currently serving on any City Boards or Committees: No
• What organizations in the City of Miami Beach do you currently hold membership in?
If yes, please explain in detail:
If yes, please explain in detail:
If yes, which board?
• I am now employed by the city of Miami Beach: No Which department?
• List all properties owned or have an interest in, which are located within the City of Miami Beach:
Property
193 N. Shore Dr, 193-1, Miami Beach, FL 33141
1242 Alton Rd, #104, Miami Beach, FL 33139
Gender: Male
The following information is voluntary and is neither part of your application nor has any bearing on your consideration for appointment. It is
being asked to comply with federal equal opportunity reporting requirements.
Race/Ethnic Categories
What is your race? Mark one or more races to indicate what you consider yourself to be. African-American/Black
Other Description:
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino. No
Physically Challenged: No
NOTE: If appointed, you will be required to follow certain laws which apply to city board/committee members.
These laws include, but are not limited to, the following:
o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459).
o Prohibition from contracting with the city (Miami -Dade County Code section 2-11.1).
o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office (Miami
Beach Code section 2-26).
o Requirement to disclose certain financial interests and gifts (Miami -Dade County Code section 2-11.1).
(re: CMB Community Development Advisory Committee): prohibition, during tenure and for one year after leaving office,
from having any interest in or receiving any benefit from Community Development Block Grant funds for either yourself,
or those with whom you have business or immediate family ties (CFR 570.611).
Upon request, copies of these laws may be obtained from the City Clerk.
"I hereby attest to the accuracy and truthfulness of the application and have received, read and will abide by Chapter 2, Article
VII — of the City Code "Standards of Conduct for City Officers, Employees and Agency Members."
I Jean -Robert Latortue Jr agreed to the following terms on 3/29/2018 1:26:02 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk
Control No. Date
Jean -Robert ("J.R.") Latortue, Jr.
(786) 493-2323
i robertinvests(&gmai1. com
Miami, FL 33141
Qualifications
• Extensive sales background with tech project management experience in the finance and health
technology industries.
• Linguistically savvy with excellent communication and relationship building skills used to connect
and convey messages to diverse audiences. Fluent in English, French, and Kreyol. Conversational
in Spanish.
Education
The Wharton School of University of Pennsylvania (current)
• Business Foundations Specialization Certificate
New York University (December 2013)
• Certificate in Project Management
Temple University (December 2012)
• Bachelor of Arts in History
Experience
Crescendo Wealth Advisors (April 2009— Present)
Founder/Investment Advisor (Global)
Created and managed a successful state registered investment advisory practice which provides
investment management solutions, insurance solutions and retirement planning. Responsibilities
included overseeing the daily operations, company branding, marketing and coordinating web design
team from inception. Responsible for initiating and managing relationships with outside vendors in
the financial services industry, notably Goldman Sachs and Blackrock. Successfully initiated and
deployed a client relationship management system for the firm, created and implemented a web
based platform that allows for investment analysis and retirement planning services to be delivered
from the cloud. Daily activities included telephone prospecting for clients, scheduling, and conducting
client questionnaires and interview process, generating retirement portfolio proposals and presenting
PowerPoint presentations to plan participants and stakeholders. Duties included trading in mutual
funds, stocks, bonds and other fixed income instruments in accordance to the clients' risk profile.
1 8Million in Assets under management.
AT Media LLC (February 2010— August 2012)
Advertising Account Manager (Philadelphia, Pennsylvania)
Acquired new advertising clients and oversaw the creation of various web design and content media
for successful multimedia advertising agency headquartered in Philadelphia.
Merrill Lynch (Bank of America) (October 2006 -May 2007, August 2009 -February 2010)
Investor Services Associate (Pennington, New Jersey)
Managed relationships of existing assets under management portfolio valued at over two billion
dollars in a high volume call center. Delivered insightful, personalized, superior advice and guidance
by listening to financial goals and objectives. Responsibilities included trading in mutual funds, stocks,
bonds and other fixed income products in accordance with client's risk profile. Assisted small and
mid-sized companies seeking various rounds of financing by making introductions to appropriate
capital partners and sourcing public market and precedent transaction comps to elicit proper
valuation multiples.
Laidlaw & Co UK Ltd (August 2007 -December 2008)
Stockbroker (New York, New York)
Opened accounts working directly alongside senior management at one of the oldest privately held
investment banks. Responsibilities included prospecting by performing over 400 telephone dials per
day targeting multinational corporate executives throughout Europe, Middle East, Latin America and
South Africa regions. Processed and reconciled trades and batch orders. Acted as a liaison between
high profile clients and senior management.
American Business Financial Services (Upland Mortgage) (September 2004 -May 2006)
Mortgage Loan Officer/Investment Note Representative (Philadelphia, Pennsylvania)
Worked as originally as a loan officer producing more than 10 million in loan origination annually and
later promoted as an investment note representative in the investment department of a billion dollar
residential and commercial real estate holdings firm
Licenses and Professional Designations
• FINRA Series 65 Investment Advisor Representative
• FINRA Series 31 Managed Futures
• Life and Health Insurance Producer Licenses
• Project Management Institute Certified Assistant Project Management
Technical Skills
• Microsoft Excel, PowerPoint, Project, Publisher, Word