The URL can be used to link to this page

Patricia Valderrama Application PackageValderrama Patricia NAME: Last Name First Name Middle Initial 1500 Bay Road #234 Miami BeachHOME ADDRESS: Apt No.Home No./Street City Florida 33139 State Zip Code 3057483040PHONE: Home Work patricia@valderramag.com Email Address Los Angeles Street 11222 S La Cienega Blvd #307 City CA State 90304 Zip Code Address: Global Chart Analysis Position:Business Name:ProTrader Strategies 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" No Yes South Beach No I have been serviseng on the Audit Committee for the past 3 years. I have 2 areas where I have expertise, (1) Technical area, the 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: Miami Beach Commission For Women Committee on the Homeless Audit Committee 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 _______________________ Error: Subreport could not be shown. Error: Subreport could not be shown. 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:Yes If yes, which board? The Audit Committe, it will expire on Dec 31, 2019 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: Error: Subreport could not be shown. ƔI am now employed by the city of Miami Beach:No Which department? Error: Subreport could not be shown. 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. FemaleGender: Physically Challenged:No White 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.Yes 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 Patricia Valderrama agreed to the following terms on 12/3/2019 11:09:24 AM Received in the City Clerk's Office by: Name of Deputy Clerk Control No. Date PATRICIA VALDERRAMA Phone (305) 748 3040- patricia@valderramag.com EXECUTIVE SUMMARY I am businesswoman, who has spent most of my professional life in the United States with extensive experience in electronic trading. I have a career as stock analyst, researcher, broker and trader, and have developed significant insight into the dynamics that comprise the world of electronic trading. Since 2014 moved to Customer Support. A community advocate, appointed for the Audit Committee in the City of Miami Beach, GAL Volunteer and Spiritual Director that only add to her Customer Support skills. PROFESSIONAL EXPERIENCE ProTrader Strategies Trading Application Support/ Customer Onboarding (Present) Trading Strategies with clients all over the world Global Chart Analysis is the publisher of financial education for various markets including the stock, futures, currencies, ETFs and Options markets. They run various online educational events and own various financial publishing websites including www.protraderstrategies.com. Their research is used in markets traded around the world in over 116 countries and all 52 states.  Install strategies on customer’s computers via remote support. Strategies are installed in NINJA Trader, MetaStock, MT4, FXCM, Sierra Charts, Trade Station and PTS Chart Analyzer. I am familiar with all the trading platforms and an expert on Sierra Charts and PTS Chart Analyzer.  I give tech support when problems arise having direct contact with customers by phone, email, chat and GoToAssist, TeamViewer, ZenDesk, with the use of CRM Infusionsoft.  Programmed trading strategies for Sierra Charts in C++, TradeStation, MT4 and Spreadsheets according to customers’ demands  The above includes the interaction with 6 salespersons and with customers maintaining a permanent connection and following up in order to close all support tickets with success.  Community Manager for Social Media Channels: Facebook, Twitter, YouTube and Instagram  Some administrative task such website calendar update and blog posting Blue Rose Investments Corp., Miami, FL COO (Nov. 2006 to 2015) Provider of daytrading services for professional traders in the Latin America Region and Head Trader  Developed a web based training program for Spanish speaking traders, training includes: dynamics and structure of the American Stock Market, day trading strategies - proprietary and non-proprietary - , risk management, goal management, information systems and all matters related to and for daytrading.  Liaison between the in country daytraders and IB, news services, and information systems providers  Head trader for junior traders in the stock and futures market, providing continuous support and information regarding market direction, leading sectors, stock selection, economic and macroeconomic trends, among others  Created daytrading and swing trading strategies based on technical analysis and structure and microstructure of the futures market [S&P 500]  Completed training for more than 50 individuals on stock market techniques.  Successfully sold the exclusivity of the program to representatives: Fiducor S.A. a prestigious fiduciary in Colombia.  Manage social network interactions providing content for the webpage, twitter, facebook, YouTube. [www.bluerosetrader.com, @bluerosetrader, youtube.com/bluerosetrader] Collaborations: Bitmantra Software Solutions LLP, Bangalore, India Developer of financial applications for Mobile Space Collaborated in the development of a financial application for novice traders for iPad and iPhone [Present] ATS Capital Management, Miami, Fl. Trader/Technical Analyst, Mar. 2003 – Nov. 2006 Start up investments account managing firm.  Reporting to Owner/CEO, managed 10 million on average in assets of managed accounts in both daytrading and short term trading.  Prepared company’s daily reports on technical analysis and screened opportunities for short term investments focused on big caps, energy, semiconductor and financials sectors  Follow macro economic trends to create trading bias to prepare for each day/week/month  Execute trades based on current order flow and trading programs to gauge trading continuation  Maintain constant research and study to determine which sectors are leading the current market  Accomplished yield return goals on a monthly/annual basis  Developed trading strategies in Easy Language [Tradestation programming language] for futures market.  Introduced and implemented futures trading of S&P 500 to the company and trained the traders.  Left to form own company: Blue Rose Investments. Broadway Trading, LLC, Miami, Fl. Independent Trader, Nov 1999- Mar 2003 Daytrading Firm with more than 200 proprietary traders.  Position provided the opportunity to acquire expertise in the American Stock Market.  Offered a position in a startup investment management firm that represented career advancement. Ultrabursatiles, Bogotá, Colombia Senior Broker/Trader, May 1997- Sept. 1999 One of the Top 5 Broker/Dealer companies in Colombia.  Reporting to the CEO, was responsible for sales of Colombian stock market products to firmly established financial institutions (Fiduciaria Central, Central de Seguros, Seguro Social de Colombia, and Inversionistas de Colombia).  Active participation in placement of Colombian Treasuries auctions  Established corporate relationships with market participants and interacted with them on a daily basis to secure winning bids  Pioneered introduction of Colombian Bonds in US dollars [Yankees] as a trading instrument.  Relocated to USA for an opportunity to become an independent trader. EDUCATION  Spiritual Director, St. Thomas University, Miami, FL - 2018  Data Processing and Business Programming, Oakland Community College, Oakland, MI - 1985  Speacialization in Financial Management - Universidad Javeriana, Bogotá, Colombia – 1995  Content Strategy for Professionals – Certificate – Northwestern University – 2013  Analyzing Global Trends – Certificate – Pennsylvania University – 2014 ADDITIONAL TRAINING AND SKILLS - Certified Broker by Colombia Stock Exchange [Equivalent to Series 7] - Financial Management - Price Waterhouse –Bogota, Colombia 1994 - Banking Simulation – Los Andes University – Bogota, Colombia 1995 - Money Management – The Wharton School – Bogota, Colombia 1995 - Easy Language Boot camp – Trade Station – Fort Lauderdale, FL 2007 - Teaching Experience: Professor at Universidad Militar during 1993 and 1994: - “Math for Finances for Accountant Faculty” and “Capital Markets for Business Administration Faculty” - Bilingual: English and Spanish - Advanced knowledge of Microsoft Office: Excel, Power Point, Word - Miami Beach Leadership Academy Certificate – Miami Beach 2012 ORGANIZATIONS Miami Beach Leadership Academy Alumni Association 700 members Executive Board Member – Secretary for a period of 2 years – April 2013-2015 Appointed to the Audit Committee of the City of Miami Beach for 2 years – December 2015-2017 TRADING PLATFORMS Realtick, Sierra Charts, LightSpeed, Trade Station, NINJA Trader, Meta Stock, MT4, FXCM, Transact AT, PTS Primo Charts SOFTWARE SKILLS Infusionsoft, aWeber, Wistia, Zen Desk, WordPress