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Eddie Sierra Application PackageSierra Eddie I Last Name First Name Middle Initial 2954 SW 25th Terr Miami Home Address City Florida 33133 State Zip Code 305-219-21403052192140 HomeWork Eddie@simafinancials.com Email Address 3052192140 Cellular Miami Beach Business Address 833 6th Street - First Floor City Florida State 33139 Zip Code South Florida Seniors in Action Occupation:Business Name: Director 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 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: NoResident 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: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):Yes 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:Yes If yes, which board? Disability Access Committee ● 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: Disability Laws, ADA Compliance 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.Yes Physically Challenged:Yes 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 Eddie Sierra agreed to the following terms on 1/19/2022 10:10:05 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. Eddie I. Sierra 8200 NW 41 Street, Suite 175 (305)219-2140 Doral, Florida 33166 eddie@simafinancials.com CAPITAL MANAGEMENT / PERSONAL FINANCIAL PLANNER An effective personal financial planner, career driven and goal oriented. Proven track-record of organizing and completing projects within existing and implemented processes to increase workflow efficiency and improved productivity. Ability to recognize client’s needs and match them with best products available. • Financial analysis and planning • Business development • Sales with strong closing abilities • Passion for establishing long lasting strong relationships with clients EMPLOYMENT SIMAFinancials Group, Inc. March 2011 – Present Financial Planner / Certified Community Medicare Presenter Provide clients with a variety of financial services to help them secure their financial wellbeing, and wealth preservation. Present educational forums design to provide education on services furnished to eligible Medicare members. Key Achievements • Prepared and conducted presentations related to life, retirement, health insurance, Medicare and other related services. • Rapidly developed a client base by effectively utilizing the web, local networking events and innovative combination of tools. • Developed marketing strategies to target selected segments and be able to provide better customized services to clients. Aug 2009 – Feb 2011 Director of Client Relations Law Offices of Gupta & Associates Prompted the necessity within the firm for a Client Relations Director position to attract new businesses and build stronger relationships with existing clientele. Key Achievements • By effectively managing relationships with existing and prospect clients, firm was able to increase sales by 32% while reducing labor cost during first year with the firm. • The streamline of Motion scheduling procedures resulted in increased productivity and improvement of existing error prone system used at the time. • Implemented and oversaw preparation of financial worksheets for loan modification procedures. Jul 2006 – Aug 2009 Personal Banking Specialist Bank Atlantic Quick learning ability allowed me to swiftly get familiar with a variety of products and services available to clients. Key Achievements • Cross trained in a wide variety of products and services. This allowed for an increase in sales of 12% within first quarter, and continued increases during my tenure with Bank Atlantic. • Highly involved with Small Business Administration to help small business customers attain desired goals and their loan underwriting processes. • Comprehensive knowledge of Small Business Administration lending practices, guidelines and Federal requirements allowed for consistent increase in the number of loans applications processed. Sep 2005 – Dec 2005 Government Relations Intern Clarion Management-Hearing Industry • Maintained and expanded current Congressional support on Client’s issues by 18% during extent of internship. • Conducted extensive lobbying on Congressional offices, as well as monitored and kept direct contact with Senior Management on relevant legislative matters and progress attained. • Was presented with Intern of the year award as a result of outstanding accomplishments and key improvements on current methods and procedures. EDUCATION Masters in Business Administration – Finance at Nova Southeastern University, Fort Lauderdale, FL Bachelor of Science Degree in Political Science at Florida International University, Miami, FL Fund for American Studies – Constitutional Law at Georgetown University, Washington, DC Associate of Science Degree in Culinary Arts at Johnson and Wales University, Providence, RI SPECIAL DISTINCTIONS Step-Up FIU – Disability Student Organization President 2004-2006 FIU Student Government Association, Office of Disability Services Representative 2004-2006 Student Advisory Committee, Honors College Member 2003-2005 Student Research and Artistic Initiative Honors College Member 2003-2005 Relay for Life, American Cancer Society Volunteer 2003 – Present Educational Distinctions Leadership development Howard J. Leonhardt New Venture Challenge 2005 Finalist Honors: FIU Honors College Graduate, Dean’s List: Spring 1996, winter 1997, Spring 1997 National Dean List Honors 2004 – 2006 Golden Key International Honor Society Alpha Sigma Tau Honor Society PROFESSIONAL SKILLS Professional Licenses: Life, Health and Annuity FL 215 Bilingual - Fluent in English and Spanish Microsoft Office, HTML, AutoCad and Cisco Systems.