Joseph Landesman Application PackageLandesman Joseph MNAME:
Last Name First Name Middle Initial
4101 Pine Tree Drive Apt 418 Miami BeachHOME ADDRESS:
Apt No.Home No./Street City
Florida 33140
State Zip Code
305-322-9568 305-349-4483PHONE:
Home Work
mordyl19@gmail.com
Email Address
Miami
Street
1111 Brickell Ave Suite 2802
City
Florida
State
33131
Zip Code
Address:
Alvarium Investment Managers 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.
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No
Yes
Middle Beach
No
I am a native of Miami Beach and would like to give back and help my community with knowledge and expertise in the financial
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:
Budget Advisory Committee
Personnel Board
Production Industry Council
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
_______________________
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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:
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ƔI am now employed by the city of Miami Beach:No Which department?
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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
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.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 Joseph Landesman agreed to the following terms on 12/9/2019 5:00:22 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk
Control No.
Date
landesman.joseph@gmail.com | 305.322.9568, Miami Beach, FL 33140 | linkedin.com/in/josephlandesman
1
Private & Confidential
JOSEPH LANDESMAN
CAPITAL MARKETS, VP
EXPERTISE
● Financial Consulting
● Team Building & Leadership
● Alternative Investments
● Problem Solving
● Financial Modeling & Underwriting
● Bloomberg, Thompson One,
Financial Reporting Systems
● Management Consulting
● CRM – Salesforce, Outlook
● Sales & Revenue Optimization
● Investment Banking Analysis
● Investor Relations
● Deal Origination and Full Cycle
Completion
PROFESSIONAL EXPERIENCE
Capital Markets, Vice President 2017 – Present
LLOYD JONES CAPITAL
Expert on cultivation of client relationships and business development. Oversee the relationship development and partnership
with family offices, financial advisors, and investment funds for alternative investment and private equity deals. Having
relationships with individual investor to present fund offerings and joint venture opportunities; specializing in institutional
and retail investment solutions. Direct business roadmap to include pricing, domestic and foreign investor management,
product management, and best execution within the multi-family and senior housing market throughout Texas, Florida and
the Southeast.
● Fund team leader, managing offering documents, compliance, reporting, and executive business plan. Emphasis on
driving and monitoring execution of the onboarding lifecycle from pre-to post-investment.
● Lead communication efforts with stakeholders and investors while remaining up-to-date on various deal valuation
analysis.
● Built relationships with Family Offices and Institutions. Bringing in $2M - $50M direct investments for deals.
● Strategy and Administration of debt security issued for international investors vis SPV’s.
Financial Advisor 2013-2017
UBS FINANCIAL SERVICES
Administered investment services to high net worth clients following a structured sales cycle to seamlessly guide prospects
through the on-boarding process. Recognized with the Tier 1 Award Bonus for production in 2014 and 2015.
● Ranked the top 10% of financial advisor class across UBS branches nationwide.
● Business Development of clients for Financial Consulting, Estate Planning, Alternatives/Private Placements, and
Family Planning.
● Doubled revenues from clients with net worth of $1MM+ to increase group revenue by $100,000+ from 2014 to
2016.
● Aggregated mutual fund universe performance metrics to raise returns by an average of 2.8% per fund while
lowering risk.
Financial Advisor Associate 2012 – 2012
MORGAN STANLEY SMITH BARNEY
Gained client reach through top-tier strategy, with a strong focus on customer satisfaction. Built investment models for
clients using a wide range of public equities and investments. Worked to develop holistic wealth planning and investment
management. Assessed company products to identify key risks, strength and weaknesses.
● Mentored incoming New Financial Advisor class in business development and networking, teaching best practices
● Facilitated communications between organization and clients regarding product and service features, serving as a
liaison to complete appropriate adjustments to client investments.
landesman.joseph@gmail.com | 305.322.9568, Miami Beach, FL 33140 | linkedin.com/in/josephlandesman
2
Private & Confidential
Financial Representative 2011-2011
NORTHWESTERN MUTUAL FINANCIAL GROUP, RUSSO FINANCIAL
Facilitated communications between organization and clients regarding product and service features, serving as a liaison to
complete appropriate adjustments to client investments. Maximized client reach through top-tier strategy, with a focus on
customer satisfaction, continuous process improvements and communication management.
● Identified key risks, assessed strengths and weaknesses of the products against the competitive landscape, and
assisted with business expansion opportunities.
● Enhanced client development activities: sourcing, client qualification, end-users/decision-makers, establishing
contact relationships, and seizing cross-selling opportunities.
● Analyzed statistics identifying solutions that meet client requirements and initiating solutions for change
management.
● Ranked first out of 35-member “New Insurance Representative” cohort to sell a policy (within two weeks of start
date).
● Created a system that optimized networking and lead generation, which was adopted by 75% of cohort.
EDUCATION & CERTIFICATIONS
Bachelor of Science in Finance, Touro Lander College for Men, 2014
Series 66, 2012
Series 7, 2012
Life, Accident, & Health Insurance 2-15, 2011
CFP Designation, Northwestern University, Expected 2018
CAIA Designation, Expected 2019
Languages – Native - English, Basic - Spanish
MEMBERSHIPS & ORGANIZATIONS
Business Networking International Miami Beach Chapter, Founder, 2013-2018
Touro College, Alumni Mentor, 2017-Present
Miami Beach Budget Advisory Committee, Member, 2016-Present
Budget Advisory Committee, 2016 – Present, Vice Chair, 2017-2018
Miami Beach Chamber of Commerce Emerging Leadership Council, Co-Chair, 2015-2018
The Greater Miami Jewish Federation Network, Board Member, 2014-Present