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Joel Kruger Application PackageCI MAMBEACH NAME: Kruger Last Name Joel First Name HOME ADDRESS: 4214 Post Avenue Miami Beach Apt No. Home No./Street City PHONE: 3057255635 Home 3052347107 Business Name: Invoice Intelligence, Inc. Address: Street Work Position: Miami Beach City CITY OF MIAMI BEACH BOARD AND COMMITTEE APPLICATION FORM FL jkruger@gmail.com FL Middle Initial State Email Address State 33140 Zip Code 33140 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: Middle Beach • I am applying for an appointment because I have special abilities, knowledge and experience. Please list below: • 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: Police/Citizens Relations Committee Choice 2: Committee on the Homeless Choice 3: Transportation, Parking and Bicycle -Pedestrian Facilities Committee • 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: 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. White 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." 1 Joel Kruger agreed to the following terms on Received in the City Clerk's Office by: Name of Deputy Clerk Control No. Date Joel I. Kruger 4214 Post Avenue, Miami Beach, Florida 33140 • (305) 725-5635 • ikruser(agmail.com SUMMARY Executive with 20+ years of experience in sales, marketing and business development with a concentration in financial performance and profitability. Demonstrated skills in management, customer service, budgetary analysis, account and territory development, business operations, advertising, leadership, problem solving, and communications. Proven ability to generate sales and revenue. PROFESSIONAL EXPERIENCE Invoice Intelligence, Inc., Miami, Florida President, 2016 • Oversee all aspects of a start-up business that specializes in auditing and analyzing companies monthly fixed costs and then providing cost-saving solutions • Successfully launched the business by writing the business plan, selecting a location, selecting and registering the business name, obtaining licenses and permits, creating promotional materials, developing marketing strategies, and acquiring new business • Analyze and audit client operating expenses including energy, utilities, trash, elevator, telecom, etc. for current and historical billing discrepancies and negotiate refunds • Analyze and review vendor contracts, property leases, and CAM costs and save companies money by negotiating and capping fees ECS Business Services, Miami, Florida Director of Business Development, 2009 - 2016 • Managed all the sales, marketing, business operations, and financial performance for a company that specializes in helping municipalities and private vendors reduce their monthly fixed expenditures through expert audits and analysis • Expanded business into 10 states within 24 months. Increased overall sales by 15% and beat quota by 128%, resulting in national recognition • Hired, trained, and mentored a team of five sales representatives. Implemented sales and mentoring programs for the sales team and orchestrated innovative marketing strategies that successfully increased company's closing ratio by over 35% • Performed onsite inspections of properties to ensure accurate classification of facility and structure • Lobbied municipalities to change laws regarding water/sewer rates to lower client charges • Analyzed and audited client operating expenses for current and historical billing discrepancies; negotiated refunds and saved companies thousands of dollars • Analyzed and reviewed vendor contracts, property leases, and CAM costs, and identified savings • Researched laws and municipal codes in various states and municipalities regarding utilities First Meridian Mortgage / First Market Properties, Brooklyn, NY and Miami, FL Business Development and Sales, 2003-2009 • Managed sales, territory development, and client relations for a preeminent home finance company • Earned performance recognition for top 15% in sales • Appointed to Sales Advisory Committee by CEO as a result of high performance. Tasked with streamlining the sales process and mentoring staff performance • Closed over $150 million in loans. Coordinated networking projects and strategic alliances with realtors, attorneys, local banks, insurance companies, and developers • Managed and coordinated closings with homeowners for refinance, buyers, sellers, realtors, appraisers, insurance agents, banks, and title agents/attorneys Real Estate Broker. 2007-2009 • Managed team of four to value portfolio of distressed residential properties/loans in excess of $100 million • Generated over $4 million in revenue • Assisted in foreclosure processes, coordinated with contractors, municipalities, and associations to prepare properties for resale • Listed properties for sale on Multiple Listing System, showed properties, wrote contracts, negotiated on behalf of investors ADR Financial Inc./Legacy Mortgage Corp./Trustmark Inc., Sunrise, FL Business Development/Financial Consultant, 2002-2003 • Worked with junior partner in creating and implementing business plans, marketing strategies, customer service strategies, and in generating various lead sources • Expanded business territories to Michigan and New York through strategic alliances which increased revenue stream by 400% • Exceeded monthly sales goals by 105% • Set up database by migrating ACT! to Salesforce • Conducted seminars on products and sales techniques for strategic alliance members Investacorp, Inc., Miami Lakes, FL Client Support Services/Business Application Development, 2001-2002 • Promoted to serve in a newly created position to assist the financial and computer technology sectors • Coordinated and oversaw product analysis, development, improvement and troubleshooting between clients, programmers, DBA and Network Administrators • Directly supported 600+ users in North America on a variety of issues, including identifying, researching, and resolving technical problems • Assisted in developing and maintaining training programs • Led seminars that enabled global clientele to utilize on-line trading functionality, customer database, clearing firm's database and inventory of investment vehicles Equity Trader. 1999-2001 • Series 7, 63, 55 & 24 licenses • Recognized and rewarded by company by being one of the top two traders • Executed stock, bond, mutual fund trades and best options strategies in conjunction with registered representatives and market makers EDUCATION & CERTIFICATIONS Touro College, New York, New York Bachelor of Science, Business Management, 1994 PROFESSIONAL MEMBERSHIPS • Real Estate License, Broker/Associate • BNI (Business Networking International), CFO/Treasurer, 2008 -Present • YIMB, Executive Board Member, 1999 —2010; past Social Director for Saturday Services • Florida Bar Grievance Committee, Member, 2013-2016 • Florida Bar Unlicensed Practice of Law, Member, 2018 -Current