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Daniel Balk Application PackageBalk Daniel Last Name First Name Middle Initial 4101 Pine Tree Drive, apt 1025 Miami Beach Home Address City FL 33140 State Zip Code HomeWork Dbalk128@gmail.com Email Address 2019839585 Cellular Miami Business Address 5701 NW 35th Ave City FL State 33142 Zip Code SWCorp Occupation:Business Name: Category Manager 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: Audit Committee Budget Advisory Committee Finance and Economic Resiliency Committee BOARD AND COMMITTEE APPLICATION FORM Note:If applying for the At-Large position of the Historic Preservation Board, please answer the below questions: Have you ever resided in one of the City's Historic Districts for at least one year?No No Address in City Historic District submitted. Professional License License Number Issuance Date Expire Date Daniel Balk B420-160-92-448-0 8/12/2020 12/8/2028 Note:If you are seeking appointment to a professional seat (e.g. attorney, architect, etc.), you must attach a copy of your currently effective corresponding professional license. Pursuant to City Code section 2-22(4) a, b and c: Members of Agencies, Boards, and Committees shall be affiliated with the city. This requirement shall be fulfilled in the following ways: YesResident of the City for a minimum of six (6) months: Demonstrate an ownership interest in a business established in the City for a minimum of six (6) months:No AFFILIATION WITH THE CITY OF MIAMI BEACH a. ● I am resident of:Middle Beach Or b. "Ownership Interest" shall mean the ownership of ten percent (10%) or more (including the ownership of 10% or more of the outstanding capital stock) in a business. "Business" shall mean any sole proprietorship, sponsorship, corporation, limited liability company, or other entity or business association. c.Full-time employee of such a business (for a minimum of six months); and I am based in an office or other location of the business that is physically located in Miami Beach (for a minimum of six months):No Notwithstanding the requirements set forth herein, the qualified full-time employee of a business must be approved by a 4/7th vote of the Mayor and City Commission. NOTE: Members of Agencies, Boards, and Committees shall be required to demonstrate compliance with the City affiliation requirements of section 2-22 (4) a and b of the Miami Beach City Code by executing an affidavit, stipulating that they have met either (or both) of said affiliation requirements. The original affidavit shall be filled with the Office of the City Clerk prior to being sworn in as a member. Or No● Have you ever been convicted of a felony:If yes, please explain in detail: ● Do you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail: ● Do you currently owe the City of Miami Beach any money:No If yes, please explain in detail: ● Are you currently serving on any City Boards or Committees:No If yes, which board? ● Are you presently a registered lobbyist with the City of Miami Beach?No ● I am applying for an appointment because I have special abilities, knowledge and experience. Please list below: My education was in business and my occupation is in business. NOTE: IF APPOINTED, YOU WILL BE REQUIRED TO FOLLOW CERTAIN LAWS THAT APPLY TO CITY BOARD/COMMITTEE MEMBERS. THESE LAWS INCLUDE, BUT ARE NOT LIMITED TO: 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). o Sunshine Law - Florida's Government-in-the-Sunshine Law was enacted in 1967. Today, the Sunshine Law regarding open government can be found in Chapter 286 of the Florida Statutes. These statutes establish a basic right of access to most meetings of Boards, Commissions, and other governing bodies of state and local governmental agencies or authorities. o Voting conflict - Form 8B is for use by any person serving at the county, city, or other local level of government on an appointed or elected Board, Council, Commission, Authority, or Committee. It applies equality to members of advisory and non-advisory bodies who are presented with a voting conflict of interest under Section 112.3143. Florida Statutes. ● In what organization(s) in the City of Miami Beach do you currently hold membership in? No Organization Information Submitted. ● List the address of all properties owned or in which you have an interest within the City of Miami Beach: No Owned Property Information submitted. If so, which department and title?No● Are you now employed by the City of Miami Beach: ● Pursuant to City Code Section 2-25 (b): Do you have a parent, spouse, child, brother, or sister who is employed by the City of Miami Beach?No If "Yes", identify person(s) and department(s): No relative's information submitted. BOARD & COMMITTEE FINANCIAL ACKNOWLEDGEMENT STATEMENT Acknowledgement of fines/suspension for Board/Committee Members for failure to comply with Miami-Dade County Financial Disclosure Code Section 2-11.1(i)(2) I understand that no later than July 1, of each year all members of Boards and Committees of the City of Miami Beach, including those of a purely advisory nature, are required to comply with Miami-Dade County Financial Disclosure Requirements. One of the following forms must be filled with the City Clerk of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida, no later than 12:00 noon of July 1, of each year: 1. A "Source of Income Statement;" or 2. A "Statement of Financial Interests (Form 1)¹ ;" or 3. A Copy of your latest Federal Income Tax Return. Failure to file one of these forms, pursuant to the Miami-Dade County Code, may subject the person to a fine of no more than $500, 60 days in jail, or both. _____________________________ ¹ Members of the Planning Board and Board of Adjustment will be notified directly by the State of Florida, pursuant to F.S. §112.3145(1)(a), to file a Statement of Financial Interests (Form 1) with the Miami-Dade County Supervisor of Elections by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the County Supervisor of Elections automatically satisfy the County’s financial disclosure requirement as a Miami Beach City Board/Committee member and need not file an additional form with the Office of the City Clerk. However, compliance with the County disclosure requirement does not satisfy the State requirement. DIVERSITY STATISTICS REPORT The following information is voluntary and has no bearing on your consideration for appointment. It is being asked to comply with City diversity reporting requirements. WhiteRace/Ethnic Categories What is your race? No details providedOther Description: Gender:Male Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.No Physically Challenged:No I HEREBY ATTEST TO THE ACCURACY AND TRUTHFULNESS OF THE APPLICATION; AND I HAVE RECEIVED, READ AND WILL ABIDE BY CHAPTER 2, ARTICLE VII, OF THE MIAMI BEACH CITY CODE, ENTITLED “STANDARDS OF CONDUCT FOR CITY OFFICERS, EMPLOYEES AND AGENCY MEMBERS AND ALL OTHER APPLICABLE COUNTY AND/OR STATE LAWS AND STATUTES ACCORDINGLY.” I Daniel Balk agreed to the following terms on 12/21/2020 9:50:19 PM Received in the City Clerk's Office by: Name of Deputy Clerk Control No. Date Board and Committee Application Checklist: Please ensure you have provided all information before applying or reapplying to any Board and Committee. YES YES YES YES I have answered all questions fully. I have uploaded a current resume, photograph, and a copy of any applicable professional license. I have completed and attached the Board & Committee Financial Acknowledgment Statement. I have completed and attached the Diversity Statistics Report. If you have any questions, please contact the Office of the City Clerk via email: BC@miamibeachfl.gov or telephone: 305.673.7411 Note: Florida Statutes 119.071: The role of the Office of the City Clerk is to receive and maintain forms filed as public records. If your home address, telephone numbers, and/or photograph are exempt from disclosure and you do not wish your home address, telephone numbers, and/or photograph to be made public, please: 1) Use your office or other address for your mailing address; 2) Use your office or other telephone number for your contact number; and 3) Do not attach a photograph. Daniel M. Balk dbalk128@gmail.com | (201) 983-9585 EXPERIENCE The Ortega Group, Miami, FL – Project/ Associate-Account Manager, March 2020-present • Managing multi-million sku Amazon catalogs for multiple clients • Optimizing clients’ product pages via A+ pages, PPC campaigns, etc. • Researching and implementing new strategies to better increase overall profit for clients Ariela & Associates International, New York, NY Amazon Account Manager, June 2016- October 2017 • Managed Amazon Wholesale/Direct, Marketplace, & FBA business. Increased sales by 100% • Launched Smart & Sexy as a new brand on Amazon, growing sales to over $1mm in Y1 • Expanded Smart & Sexy presence with new swim line/grew to top 5 Amazon swim brand Y1 • Managed Amazon portion of larger scale Digital Marketing campaign featuring celebrity endorsed assortment for Smart & Sexy- launching and optimizing 6 different AMS campaigns for swim season 2017 • Utilized Amazon’s SEO marketing tools to optimize product pages and increase sales for multiple brands including AMS, A+ pages, coupons, and promotions • Proficient in Vendor and Seller Central, NIS process, Order processing and allocation, and Amazon ticketing systems • Identified product and assortment white spaces by deep dive sales analysis and competitive site shopping to bring Amazon specific line extension for sales and margin growth • Worked closely with Amazon buyers on negotiating terms, product cost, profit margins, and product line extensions • Oversaw multi-million-dollar inventory replenishment system. Managed US hub distribution/ overseas factory flow. WHP Global, New York, NY International Business Development Consultant (Freelance), June 2018- August 2018 • Performed deep dive analysis on existing international business contracts & identified white space for line extension on upcoming acquisition of Toys R Us (Subsequently acquired 1/19) Aish HaTorah, Jerusalem, Israel 2 Year Advanced Talmudic and Biblical Law Program, October 2017- January 2020 • Intense case study analysis in small groups, including debates over religious legal issues in matters of: business law, family law, personal injury law, damages, ethics, etc. • Presented legal issues and solutions based on precedent through public legal lectures • Chosen to be assistant professor and guidance/academic advisor for incoming freshman Intersell Ventures, New York, NY, International Business Intern, Summer of 2015 Sequential Brands Group, New York, NY, Brand Research Intern, Summer of 2013 Ariela & Associates Int’l, New York, NY, Product Dev./Marketing Intern, Summers ’08, ‘12 Iconix Brand Group, New York, NY, Business Development Intern, Summer of 2011 LEADERSHIP ACTIVITIES • United Hatzalah, an emergency ambulance medical service organization- Volunteered in fund-raising on the Amar’e Stoudemire life-saving campaign, Fall 2015 • HASC, an organization with programs for developmentally challenged children- Organized Table-Tennis Tournament fund-raiser, Fall 2013 EDUCATION - Yeshiva University, Sy Syms School of Business, New York, NY Bachelor of Science, May 2016; Study Abroad: Israel, 2011- 2012 SKILLS- Vendor & Seller Central, Excel, Blue Cherry Software (Inventory Management)