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Gregory Branch Application PackageBranch Gregory TNAME: Last Name First Name Middle Initial 6365 Collins Avenue, Apt3707 Miami BeachHOME ADDRESS: Apt No.Home No./Street City FL 33141 State Zip Code 7862756243 3055498606PHONE: Home Work gregory.branch@nm.com Email Address Miami Street 100 SE 2nd St, Suite 2610 City FL State 33131 Zip Code Address: Northwestern Mutual Position:Business Name:Financial Advisor 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. YesƔ5HVLGHQWRI0LDPL%HDFKIRUDPLQLPXPRIVL[PRQWKV Ɣ'HPRQVWUDWHDQRZQHUVKLSLQWHUHVWLQDEXVLQHVVLQ0LDPL%HDFKIRUDPLQLPXPRIVL[PRQWKV Ɣ$UH\RXDUHJLVWHUHGYRWHULQ0LDPL%HDFK Ɣ3OHDVHcircle one): I am now a resident of: Ɣ,DPDSSO\LQJIRUDQDSSRLQWPHQWEHFDXVH,KDYHVSHFLDODELOLWLHVNQRZOHGJHDQGH[SHULHQFH3OHDVHOLVWEHORZ Ɣ$UH\RXSUHVHQWO\DUHJLVWHUHGOREE\LVWZLWKWKH&LW\RI0LDPL%HDFK" Yes Yes North Beach No Resident of Miami Beach since 2005. Owned a business at 2000 Collins Avenue from 2013 to 2018. Graduated from Harvard Bu 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 City Clerk’s Office. (Regular Boards of City) Choice 1: Choice 2: Choice 3: Planning Board No2. Present participation in Youth Center activities by your children 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: ages, and which programs. List below: if yes, please list the names of your children, their CITY OF MIAMI BEACH BOARD AND COMMITTEE APPLICATION FORM * 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 _______________________ Name Title Miami Beach Chamber of Commerce NoƔHave you ever been convicted of a felony:If yes, please explain in detail: ƔDo you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail: ƔDo you currently owe the City of Miami Beach any money:No If yes, please explain in detail: ƔAre you currently serving on any City Boards or Committees:No If yes, which board? ƔWhat organizations in the City of Miami Beach do you currently hold membership in? ƔList all properties owned or have an interest in, which are located within the City of Miami Beach: ƔI am now employed by the city of Miami Beach:No Which department? 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. MaleGender: Physically Challenged:No African-American/Black Race/Ethnic Categories What is your race? Mark one or more races to indicate what you consider yourself to be. Other Description: Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.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 Gregory Branch agreed to the following terms on 2/25/2019 8:57:03 AM Received in the City Clerk's Office by: Name of Deputy Clerk Control No. Date GREGORY T. BRANCH 6365 Collins Avenue, Apt 3707 Miami Beach, FL 33141 (347) 738-2089 gregory.branch@nm.com education 1999 – 2001 HARVARD BUSINESS SCHOOL Master in Business Administration degree, June 2001. 1992 – 1996 PRINCETON UNIVERSITY Bachelor of Arts degree, cum laude, June 1996. experience 2017 – 2019 NORTHWESTERN MUTUAL Financial Advisor Established a financial advisory practice with three distinct specialties:  Family needs – lifestyle protections (insurance), retirement savings, investment portfolio construction, strategic financial plans  Business needs – liquidation strategies, business protections, tax strategies, qualified retirement plans, buy/sell agreements, keyman and group policies  Estate needs – estate planning, trust and ownership advice, multi-generational instruments and strategies 2013 – 2018 DRY DE LUXE HAIR SALONS Owner/Operator Co-founded Miami Beach’s highest rated hair salon Constructed two de novo locations – Miami Beach and Dolphin Mall 2009 – 2013 COLLINS STEWART LLC (NOW CANACORD GENUITY) Managing Director and Head of Southeast Region Hired to build out Southeast operations for the firm.  Opened over 59 new accounts, and generated over $10MM in de novo revenues for the firm  Initiated and opened the firm’s first revenue-generating relationships in the Southeast region  Built a regional office in Miami Beach 2007 – 2009 UBS INVESTMENT BANK Executive Director – Institutional Sales Scouted and hired by UBS with the specific tasks of improving relationships with a number of high- profile institutional clients, and sharing best practices to create a “winning” and effective sales culture. 2002 – 2007 ALLIANCE BERNSTEIN Vice President – Institutional Sales, Hedge Fund Division Worked with top hedge fund professionals to develop successful investment strategies, exploit high-potential trading ideas, and increase overall investment returns.. 2000-2002 BROADVIEW INTERNATIONAL 2000 – 2002 BROADVIEW INTERNATIONAL Senior Associate – Mergers and Acquisitions Executed mergers and acquisitions transactions with companies in the businesses of Healthcare, Business Applications, and Data Management Technologies. Served as firm expert in these areas, and frequently marketed to company executives to demonstrate firm expertise.