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Patrick Feeney Application PackageFeeney Patrick M Last Name First Name Middle Initial 1500 Bay Road Apt 1240 Miami Beach Home Address City FL 33139 State Zip Code 3052993311 HomeWork patrickfeeney@gmail.com Email Address 3052993311 Cellular Fort Lauderdale Business Address 450 E Las Olas Blvd, Suite 1000 City FL State 33301 Zip Code Merrill Lynch Occupation:Business Name: Financial Advisor 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: Disability Access Committee LGBTQ Advisory Committee Human Rights 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?Yes No Address in City Historic District submitted. Professional License License Number Issuance Date Expire Date The Florida Bar 50674 8/1/2008 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:Yes AFFILIATION WITH THE CITY OF MIAMI BEACH a. ● I am resident of:South 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: I am currently a Financial Advisor with Merrill Lynch. I have a J.D. and an M.B.A. I've lived in Miami Beach for a decade, and I care about my city and my community. I would like to get involved to improve the quality of life for those who inhabit Miami Beach and for generations to come. 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: Property 1500 Bay Road Apt 1240, Miami Beach, FL 33139 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 Patrick Feeney agreed to the following terms on 2/12/2021 11:18:00 AM 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. PATRICK FEENEY 150 Bay Road, Apt. 1240 Miami Beach, FL 33139 305.299.3311 patrickfeeney@gmail.com EXPERIENCE________________________________________________________________________ 2019-Present Merrill Lynch Wealth Management Miami, FL Financial Advisor – Vice President ▪Source, cultivate, and manage client relationships in the high net worth and ultra-high net worth space. ▪Utilizing a client-centric and financial planning focus, advise clients and prospects, as well as facilitate expert-level discussion, on issues ranging from trust and estate planning, tax planning, investments, credit, philanthropy, etc. ▪Work with a team of Financial Advisors and Registered Client Associates in The Carvajal-Lipkowitz Group to provide a “family office” approach to client management where each person has extensive general expertise and also a specific subject matter specialization - mine being estate and financial planning. ▪Currently obtaining CFP designation. 2017-2019 SunTrust Private Wealth Miami, FL Wealth Associate – AVP ▪Sourced, cultivated, and managed client relationships in the high net worth and ultra-high net worth space in coordination with a seasoned Wealth Advisor. ▪Utilized a client-centric and financial planning focus, advise clients and prospects, as well as facilitate expert-level discussion, on issues ranging from trust and estate planning, tax planning, investments, credit, philanthropy, etc. ▪Obtained Series 7 and Series 66 licenses. 2013-2017 The Northern Trust Company Miami, FL Estate Administrator – Officer ▪Promoted to Estate Administrator from Associate Relationship Manager in June of 2014. ▪Administer probate estates and taxable trusts and implement estate plans for high net worth to ultra-high net worth clients. ▪Marshall and administer assets while deciding all substantive questions arising within the estate, including tax elections, use of tax reserves, disposition, valuation and collection of assets, raising of cash, resolution of liabilities, audits, and litigation. ▪Function as the decision point for essentially every estate issue that arises in asset management including valuation, liquidation, and disbursement if applicable, tax compliance, tax planning, trust fundings, distributions, and tax audits. ▪Establish and maintain strong and potentially mutually beneficial relationships with clients, beneficiaries, and third parties including trust and estate attorneys, real estate attorneys, realtors, accountants, and other various professionals, responding to their needs, and explaining issues that arise in the estate while being a source of information on bank products and services, emerging issues, and regulatory and tax changes. NTAC:3NS-20 ▪Consult with relationship portfolio managers with respect to pertinent circumstances related to cash requirements of the estate and related trust(s), as applicable, and advise on the investment objectives of the respective beneficiaries. This includes monitoring of assets held within the trust especially as it relates to concentrated positions and the potential liability of the bank. ▪As it relates to the estate, responsible for overseeing the proper handling of special assets including real estate, family business interests, family investment vehicles, such as family limited partnerships designed to transfer wealth with minimum tax liability, and other miscellaneous assets that may be presented on an estate by estate basis. ▪Lead or participate in prospecting meetings to either have Northern Trust named to a new fiduciary role or to maintain its current fiduciary role post material changes to an estate plan or trust administration post a client’s death. 2008-2013 Bessemer Trust Miami, FL Associate Client Advisor – Assistant Vice President ▪Promoted to Assistant Vice President in January of 2013. ▪Part of a three-member wealth management team who worked with ultra high-net-worth families ($10,000,000+ account minimum) handling a vast spectrum of issues including trust administration, investments, tax planning, estate planning, philanthropy, private banking and more with the highest level of client service. The value of my book was approximately $1,700,000,000, and this value continually increased since I started due to client additions and being assigned new families as a result of superior service. I also successfully prospected a $30,000,000 relationship in 2012 ▪Performed or oversaw administrative assistants with respect to functions such as annual relationship and trust reviews, account audits, cash management and transaction processing in accordance with established account procedures and applicable fiduciary laws and policies, document management (analysis, review, editing, and electronic filing), ensuring legal compliance and minimizing risk for the organization, and preparing discretionary committee distribution requests. ▪Analyzed client investment portfolios factoring the client’s current asset allocation and risk tolerance and working with the client team to ensure client satisfaction and compliance with Bessemer’s investment team’s recommendations for portfolio holdings and asset-class range guidelines. ▪Prepared presentations, charts, materials, customized spreadsheets – financial, analytical, budgetary, or otherwise - with Microsoft Word, Excel, and PowerPoint or proprietary Bessemer programs for the client, their advisors, or for my team to be used for investment, estate, and tax planning and more. ▪Handled regular communication with clients, client’s attorneys, their accountants, and other interested parties to immediately address any issue or concern, regardless of the level of complexity, and consulted with the team or other internal experts if the issue needed to be escalated for resolution. ▪Responsibility for training administrative assistants as well as new-hire Associate Client Advisors. NTAC:3NS-20 EDUCATION_________________________________________________________________________ 2003-2007 Florida State University Tallahassee, FL ▪Juris Doctor and Master’s degree in Business Administration. ▪Graduated May of 2007. ▪Currently a member of the Florida Bar. 1999-2003 University of Miami Miami, FL ▪Bachelor’s degree in Business Administration. ▪Organizational Management major and Legal Studies minor. ▪Graduated from the Honors Program. SKILLS, ACTIVITIES AND INTERESTS__________________________________________________ ▪Member of the Estate Planning Council of Greater Miami. ▪Young Probate Lawyers Group Member. ▪Graduate of Cannon Financial Institute Trust School I. ▪Proficient with computer programs such as Microsoft Outlook, Word, Excel, and Power Point. ▪Member of the Student Bar Association at Florida State during law school. ▪Participant in the honors program and a peer counselor at the University of Miami during my undergraduate program. REFERENCES________________________________________________________________________ ▪Available upon request. NTAC:3NS-20