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Carolyn Berg Application PackageBerg Carolyn A Last Name First Name Middle Initial 830 S Shore Dr.Individual Home Address City Florida 33141 State Zip Code 305 865 0555 HomeWork bergcarolina@gmail.com Email Address 786 525 1391 Cellular Business Address City State Zip Code Occupation:Business Name: 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: Normandy Shores Local Government Neighborhood Improvement 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 No Professional Licenses Submitted. 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:N/A 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 have been a Board member of the Normandy Shores Home Owner's Association for over 10 years. During that time, I have worked diligently to improve the quality of life of the residents of our community of 350 homes and have actively participated in many meetings that affect residents of North Beach 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 My personal home (830 S. Shore Drive, Miami Beach - purchased in 2002) 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:Female Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.Yes 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 Carolyn Berg agreed to the following terms on 2/22/2021 10:49:13 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. …continued… CAROLYN A. BERG Miami Beach, FL 33141 www.linkedin.com/in/carolynberg bergcarolina@gmail.com ◼ 786.525.1391 Senior Marketing, Sales & Business Development Executive Strategic Market Planning / Brand Marketing/ / Business Development / High-Energy Sales / Relationship Building & Partnership Development Innovative, ambitious sales and marketing leader with a 20-year record of achievement in creating, implementing and directing strategic global marketing initiatives in a highly competitive healthcare market. Intuitive executive with acute business acumen and expertise in channel development and market penetration; excel at aligning core business values and vision to cultivate target audiences, enhance revenue and exceed growth goals. Solid history of success in defining and implementing company strategy, product marketing, brand management, sales, business development, brand, key account development and driving customer engagement. Fluent in English and Spanish, proficient in French and a basic comprehension of Portuguese. Areas of Expertise: • Strategic Planning & Implementation • New and In-Line Product Growth Marketing • Team Recruitment, Training & Development • Consumer and Partner Engagement • Partner & Distributor Relationships • Business Development/ Deals • Cross-Functional Leadership & Motivation • Omni-Channel Marketing and Campaigns • Budgeting / Tracking/ Measuring ROI • Marketing Analytics / Data Interpretation Professional Experience Cipla USA – Miami, Florida – Leading multinational Indian pharmaceutical company Head, U.S. Commercial and Business Development, Specialty Pharma (2016 - present) Provide the commercial leadership for business development efforts in the neurology and respiratory fields, cultivating strategic customer relationships and partnerships to establish a specialty drug division in the U.S. • Key member of core strategy team representing the CEO in identifying and evaluating in-licensing and acquisition opportunities to build the product portfolio for the U.S. specialty market • Discover areas of unmet medical need, conduct in-depth commercial assessment of key stakeholders - physicians, patients, payers- and provide investment committee and Board with recommendations • Executed and closed deals for in-licensing and out-licensing; managed partner relationships • Oversee new product development and portfolio for specialty products division • Key executive providing senior management insights into U.S. healthcare and market access insights Cipla Ltd. – Miami, Florida - Leading multinational Indian pharmaceutical company Commercial Division Head, Respiratory & Specialty Pharma, Americas (2013 - 2015) Directed international marketing for U.S. and Latin America and implemented effective commercial strategies that exceeded region’s annual sales/revenue goals of $160 MM. Built and strengthened key business partnerships with distributors in the region. Identified new opportunities for growth by opening new markets and by expanding product line sales for generic, branded generic and hospital / institutional products lines. Led the commercial diligence efforts and increased company margins through portfolio selection and optimization. • Provided marketing leadership and training to region partners that resulted in increased sales; established effective cross-functional teamwork between partners and headquarter support functions • Utilized leadership skills to build strong distributor relationships and opened up new markets by negotiating and closing a technology transfer deals worth $45 MM CAROLYN A. BERG Page 2 Jeffrey Group – Miami, Florida – Largest independent marketing & communications agency for global brands Group Healthcare Director, Key Accounts and New Business Development (2010 - 2012) Led the agency’s healthcare practice, aggressively growing the agency’s revenues and client base through customer loyalty and winning critical new large accounts by effective business pitches. Developed account teams’ capabilities to support new business and growth opportunities . • Managed an account team that exceed client expectations and business metrics, creating positive customer experiences and fostering customer loyalty among client base • Created personalized, innovative traditional and digital B2C and HCP marketing and branding campaigns by translating key customer and influencer insights into actionable growth strategies • Clients included Abbott, Bayer, EMD Serono, Novartis, Pfizer, Roche, Vertex and United Healthcare Avansa Consulting, LLC– Miami, Florida – Strategic marketing consulting agency, self-employed Business and Growth Marketing Consultant (2007 - 2010) Provided strategic business and marketing services to healthcare, pharmaceutical and medical device clients. Led and executed initiatives and projects to promote brand and product awareness on clients’ behalf. • Developed marketing and brand strategies, including medical and clinical strategies, that achieved value targets and specific client objectives for wearable health and pharmaceutical technology clients • Championed the launch of new products for Teva in Brazil and Mexico by conducting market analysis, financial forecasting and collaborating with the relevant internal commercial and operation leads • Leveraged industry and customer networks to develop a pipeline of new business opportunities Teva Respiratory – Miami, Florida – Global leader of generic drugs and specialty pharmaceuticals Product Director, Marketing (2004 - 2007) Drove and executed the company’s commercial strategy for the branded respiratory line, resulting in a highly successful launch and a five-fold increase in sales from $100 to $550 million in a three-year period. • Spearheaded the launch of two new blockbuster pharmaceutical products, closely collaborating in all strategic matters with key partners in the organization: trade/pharmacy relations, market access and managed care negotiations, sales training, R&D, clinical, medical and regulatory affairs • Created and executed out-of-the-box strategies to drive patient and consumer engagement and brand awareness and built strategic relationships with KOLs, physicians, medical associations and health organizations • Drove alignment across marketing and sales by fostering effective teamwork and motivating teams to go the extra mile; delivered financial metrics for appropriate resource investment for all programs j2 Global Communications – Miami, Florida – Market leader in messaging solutions for SMBs and enterprises Director / Senior Marketing Manager (2001 - 2003) Oversaw all aspects of the marketing department, building a new department for a start -up technology company, providing leadership and training to create effective strategies that resulted in the company becoming the #3 player in internet communications solutions within 3 years . • Developed a web-based lead generation program for B2C and a reseller customer loyalty program for B2B, created campaign strategy and implemented for multi-channel campaigns (web, direct mail, email). Scaled the campaigns based on learnings and ROI opportunities • Implemented Salesforce CRM tool for sales team and provided cross-functional leadership to sales, customer service and web development teams • Managed a 4-person marketing and design team that created in-house company branding, messaging, collateral, briefs, customer case studies and web content • Led integration of messaging solutions for Microsoft Office CAROLYN A. BERG Page 3 Merck & Company, Inc. – World’s 7th largest research-intensive biopharmaceutical company Marketing and Sales Director – Santiago, Chile Directed and implemented the strategic commercial plan for a newly created subsidiary and increased sales three-fold over a 3-year period. Effectively managed and grew an 80-person sales team and marketing team. • Planned and implemented innovative sales and marketing campaigns (traditional and direct to consumer) to launch of over 10 new products spanning 8 different therapeutic lines, • Manage strategic engagement teams at the regional and global levels Regional Marketing Manager – San Jose, Costa Rica Drove the integrated product marketing planning process for 12 countries (Central America and Andean region) that grew sales and market share through effective collaboration and management of key stakeholders. • Successfully out-paced competing products through innovative marketing programs Marketing Associate, Latin America – Whitehouse Station, New Jersey Developed and managed marketing programs for the region, conducting market research to identify new revenue opportunities, and analyzing behavior to determine physician and patient treatment trends. • Collaborated with the Latin American managers, advocating and receiving increased marketing budgets and implementing the first region-wide physician education events and development of treatment guidelines Professional Sales Representative – Baton Rouge, Louisiana Implemented successful sales strategies to promote product line in territory, established strong relationships with key stakeholders to increase market share, created and executed a 5-year sales growth plan for the state. • Exceeded sales targets by 30% over plan Assistant Product Manager – Bueno Aires, Argentina (6-month paid internship) Supported efforts and initiatives to improve product marketing for cardiovascular product line. Education and Credentials Master of Business Administration (IMBA) - Moore School of Business, University of South Carolina Bachelor of Arts in Journalism/Public Relations and B.A. in French - University of Texas at Austin Certificate in E-Commerce - British Columbia Institute of Technology Certificate in Medical Writing - American Medical Writer’s Association Professional Associations and Volunteer Work: Take Stock in Children – Miami Dade County Public Schools, Volunteer Mentor (2017-Current) Healthcare Businesswomen’s Association, Global Ambassador Committee (2013-Current) North Shore Homeowner’s Association, Board member / City Volunteer (2010-Current) American Medical Writer’s Association/AMWA Florida, Past Committee Lead Austin Chamber of Commerce, Past Committee Coordinator and designer of the marketing campaign: “Austin – An Emerging International City” Publications: “Pharmacopeial Standards for the Subdivision Characteristics of Scored Tablets”, co-author, Pharmacopeial Forum 2009; 35(6):1598-1612. Lead strategic engagement to develop long term, enterprise-wide partnerships with pharmaceutical, biopharmaceutical, and CRO clients subject matter expert on Current Health’s offerings and reliably represent our capabilities to advance the drug development, delivery and research priorities of our partners Ensure effective day to day engagement with our partners(e.g., Digital Health, Health Economics, Bioinformatics, Medical Affairs, Procurement), including on-site representation at client meetings Serve as the primary point of contact for partners, interfacing to align Current Health’s offerings with client needs and selling new products and services to meet those needs Lead development of new business proposals -- directly contributing to Current Health’s revenues Identify client-driven opportunities to enhance existing products, and identify potential new product offerings deep understanding of pharmaceutical and drug development industry and have significant prior experience in the space 5+ years’ experience in client-facing roles partnering and selling to the pharmaceutical industry in organizations such as a life sciences oriented consulting company, healthcare analytics company or health tech company virtual trial delivery, biomarker development or digital health as it relates to pharmaceuticals engaging directly and creating new relationships with pharmaceutical partners who you think may derive value from Current Health’s platform demonstrable track record in developing long-term business relationships with pharma companies and owning high-profile client relationships fast-paced, startup environment and you are happy to roll up your sleeves and deliver exceptional written and verbal communication skills juggle multiple client interactions and deadlines simultaneously ds, and more preferred. Can do attitude and strong sense of urgency. Excellent written and verbal communication skills.