Loading...
BMRC Agenda Packet 2-25-15 CITY OF ATLANTIC BEACH BOARD MEMBER REVIEW COMMITTEE February 25 , 2015 @ 5 : 00 p . m . City Hall , North Conference Room AGENDA Call to Order 1 . Approval of the minutes of the BMRC meeting of June 2 , 2014 . 2 . Interview new candidate(s) ( listed below) for consideration as new member(s) to the Community Development Board . A. 5 : 05 p . m . Don Ford B . 5 : 20 p . m . Judy Hoedel-Workman C . 5 : 35 p . m . Steve Kallao D . 5 : 50 p . m . Richard Reichler E . 6 : 05 p . m . Jay Wilson F . 6 : 20 p . m . Susan Can G . 6 : 35 p . m . David Vincent H . 6 : 50 p . m . Robert Liggero 3 . Discuss the current members on the Community Development Board (CDB) whose extended terms expire on 3/31 /15 and are interested in reappointment. A . Kelly Elmore B . A . Brea Paul C . Harleston Parkes D . Sylvia Simmons 4 . Make recommendations on filling the four upcoming vacancies on the Community Development Board . 5 . Next Meeting : March 18 , 2015 @ 5 : 00 p . m . Adjournment MINUTES Board Member Review Committee Meeting June 2 , 2014 Call to order The meeting was called to order by Commissioner Jonathan Daugherty at 5 : 03 pm . Those in attendance were Commissioner Jonathan Daugherty (Chairman), Members Jerry Johnson, Rita Pierce (arrived at 5 : 11 pm) and Solomon Brotman, General Employees ' Pension Board of Trustees Chair Tim Townsend, Cultural Arts and Recreation Advisory Committee Chair Lynne Roskein, Recreation Programs and Special Events Director Timmy Johnson and City Clerk Donna Bartle . 1 . Approval of the minutes of the BMRC meeting of October 17, 2013 . Motion : Approve minutes of the Board Member Review Committee meeting of October 17, 2013 . (Ms. Pierce was absent for this vote .) Moved by Brotman, seconded by Johnson Motion carried unanimously Commissioner Daugherty explained the vacancies to address on the General Employees ' Pension Board of Trustees (PBOT) and Cultural Arts and Recreation Advisory Committee (CARAC). 2 . Interview the new candidates (listed below) for consideration to the Board/Committee(s) indicated. A. Robert Liggero (for PBOT) B . Grant Healy (for PBOT & CARAC) C . Nick Malie (for PBOT & CARAC) D. Ray Brandstaetter (for PBOT) The Committee interviewed each candidate listed above separately. Although Mr. Healy applied for both the PBOT and CARAC, the Committee decided to interview him for the Cultural Arts and Recreation Advisory Committee only. An overview of the duties and responsibilities of the Pension Board of Trustees ' was explained to Mr. Liggero, Mr. Malie and Mr. Brandstaetter and an overview of the Cultural Arts and Recreation Advisory Committee was explained to Mr. Healy and Mr. Malie . Each candidate explained their personal accomplishments, experience, goals and interests in the community. The Committee offered the opportunity to ask questions and the Committee responded to those questions . 3 . Discuss the applicants listed above and make a recommendation on filling the one vacant unexpired term on the General Employees ' Pension Board of Trustees . Motion : Recommend appointing Ray Brandstaetter to fill the vacant unexpired term on the General Employees' Pension Board of Trustees beginning immediately and expiring on 12/31/2015. Moved by Johnson, seconded by Brotman Motion carried unanimously (Item 5 was taken out of sequence and acted on at this time.) 5 . Discuss the current member on the Cultural Arts and Recreation Advisory Committee whose term expires on 7/8/14 and is interested in reappointment. A . Louis Cantania The Committee discussed Mr. Cantania' s contributions to the Cultural Arts and Recreation Advisory Committee . Motion : Recommend reappointing Louis Cantania to serve an additional term on the Cultural Arts and Recreation Advisory Committee beginning July 9, 2014 and ending July 8, 2016. Moved by Brotman, seconded by Pierce Motion carried unanimously 4 . Interview additional new candidate(s) (listed below) for consideration to the Cultural Arts and Recreation Advisory Committee. A. 6 :25 pm Pam White B . 6 :45 pm Sheena Rupert C . 7 : 05 pm Martha Marshall The Committee interviewed each applicant separately. Mr. Healy and Mr. Malie were interviewed earlier in the meeting. The purpose of the interview and an overview of the duties and responsibilities of the Cultural Arts and Recreation Advisory Committee were explained to the candidates . Each candidate explained their personal accomplishments, experience, goals and interests in the community. The Committee asked questions and the candidates responded to those questions . The Committee offered the candidates the opportunity to ask questions and the Committee responded to those questions. (Item 5 was taken out of sequence and acted on earlier in the meeting) 6 . Make recommendations on filling the current and upcoming vacancies on the Cultural Arts and Recreation Advisory Committee . The Committee discussed each candidate . They wondered whether Mr. Liggero would be interested in the Cultural Arts and Recreation Advisory Committee, since they hadn't asked during the interview, so they tried contacting him by phone. They were unable to reach him, but decided to consider him for one of the unexpired terms on the CARAC. It was explained that Commission Daugherty would need to contact him to confirm his interest prior to this being addressed at the Commission meeting. Motion : Recommend appointing Robert Liggero and Nick Malie to fill the unexpired terms on the Cultural Arts and Recreation Advisory Committee beginning immediately and expiring on July 8, 2015. Moved by Brotman, seconded by Johnson Motion carried unanimously Motion : Recommend appointing Grant Healy, Pam White, Sheena Rupert, and Martha Marshall as regular members to serve on the Cultural Arts and Recreation Advisory Committee for terms beginning July 9, 2014. Moved by Brotman, seconded by Johnson Motion carried unanimously Adjournment There being no other business, the meeting adjourned at 6 : 59 pm. Jimmy Hill Chairman Minutes of the Board Member Review Committee Meeting on June 2, 2014. Page 2 of 2 Applicants as of February 19, 2015 Board/Committee of Interest Name of Applicant Application Date Last Interview Date Expiration Last Status Check Board Member Review Committee Hoedel, Judy 12/18/2014 n/a 12/17/2016 12/14 Board Member Review Committee Hogan, Glad 3/14/2014 n/a 3/13/2016 3/14 Board Member Review Committee Wilson , Jay 9/5/2014 n/a 9/4/2016 9/14 Code Enforcement Board Hoedel, Judy 12/18/2014 n/a 12/17/2016 12/14 Code Enforcement Board Humphries, Kathryn 11 /1 /2014 n/a 10/31 /2016 11 /14 Community Development Board Carr, Susan 11 /23/2014 n/a 11 /22/2016 11/14 Community Development Board Ford , Don 12/3/2014 n/a 12/2/2016 12/14 Community Development Board Hoedel, Judy 12/18/2014 n/a 12/17/2016 12/14 Community Development Board Humphries, Kathryn 11 /1 /2014 n/a 10/31 /2016 11 /14 Community Development Board Kallao, Stephen C. 4/7/2014 na 4/6/2016 4/14 Community Development Board Liggero, Robert 2/6/2015 n/a 4/5/2017 2/15 Community Development Board Mandelbaum , Steven 2/5/2015 n/a 2/4/2017 2/15 Community Development Board Reichler, Richard 1 /5/2015 n/a 1 /4/2017 1 /15 Community Development Board Vincent, David 1 /20/2015 n/a 1 /20/2017 1 /15 Community Development Board Wilson, Jay 9/5/2014 n/a 9/4/2016 9/14 Cultural Arts & Rec. Advisory Committee Baldwin, Willam (Bill) 5/18/2014 n/a 5/17/2016 5/14 Cultural Arts & Rec. Advisory Committee Goodbread, Charlise 11 /6/2014 n/a 11 /5/2016 11 /14 Cultural Arts & Rec. Advisory Committee Hoedel, Judy 12/18/2014 n/a 12/17/2016 12/14 Cultural Arts & Rec. Advisory Committee Thompson, Paula 8/1 /2012 5/15/2013 7/31 /2014 8/12 Cultural Arts & Rec. Advisory Committee Wilson, Jay 9/5/2014 n/a 9/4/2016 9/14 Pension Board of Trustees Hoedel, Judy 12/18/2014 n/a 12/17/2016 12/14 Pension Board of Trustees Mayhew, William "Bill" 9/2/2014 9/14/2011 9/1 /2016 9/14 Pension Board of Trustees Wilson , Jay 9/5/2014 n/a 9/4/2016 9/14 Charlise Goodbread is interested in General Voluteer Page 1 of 1 CITY OF ATLANTIC BEACH • BOARD / COMMITTEE MEMBER APPLICATION FORM Please check ('I) the box beside each Board or Committee that you are applying to serve on. If you check more than one, please rank your interest in each board / committee by order of priority. (A summary of each board/committee is available on page 2 of this form.) Code Enforcement Board ;/m. Community Development Board Pension Board of Trustees Board Member Review Committee Cultural Arts and Recreation Advisory Committee DATE: j 2 r * 3 - ( y APPLICANT ' S NAME: CD cs 2I C . 1-6140 ADDRESS : 3 3 C ��- DAYTIME PHONE : 9 o v r 2 3 -= 3 ( ' i EVENING PHONE : E-MAIL ADDRESS : /3turttu mt. 2 cr. dPg FAIL tot( FAX: Please explain any employment experience, board/committee experience, and/or community volunteer experience relative to the board/committee applying for. S r-+ t L. cgt v ti' {a C'n 'Mr d C &, 4,0 • ( 9 9 l h Etc Be/z ti cod Se /(4 -0 //colt"( 57 doe..- 1 fiJc Oft? ccAc. C- Tv op ,4 -72.4 -Af C ,• (71 2 / 7 orz/ Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee. L' f ve; A /z) X? c Tr C 14f 'c,7V eco '- G 1/672 • Kc-&er &it, a 0 ( 4--) ,02.4-, i,vrock 2Dit9 id 13 in c-‘0 c 4c 1� &' T,f ,toic © cit 3o ye4- mss . Please return completed form to Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233 PLEASE NOTE : Members of the Code Enforcement Board, Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms . Also, information regarding "Conflict of Interest" s provided on page two of this application. This application will expire two (2) years after date of submittal . 1 CITY OF ATLANTIC BEACH Received BOARD / COMMITTEE MEMBER APPLICATION FORM DEC 22 2014 Please check (i) the box beside each Board or Committee that you are applying to serve on. If you check more than one, please rank your interest in each board / committee by order of priority. (A summary of each board/committee is available on page 2 of this form .) Office of City Clerk 0- Code Enforcement Board I Community Development Board 3 Pension Board of Trustees 5 Board Member Review Committee Lit Cultural Arts and Recreation Advisory Committee DATE: / g ltC / if 5:4 t t APPLICANT ' S NAME: { r�Tbe art ADDRESS : 7g7 OgeJfiel 2cQ DAYTIME PHONE : 090 (0 %' 53 - 777 EVENING PHONE: 5344nc E-MAIL ADDRESS : � h o ►2lt M4 42 Lf ..k° l FAX : Please explain any employment experience, board/committee experience, and/or community volunteer experience relative to the board/committee applying for. ,e f iQa fitw" 016 cc ,2 t-leak egret t. Get^ o-f yvjalit a gevtstwtt © e � � 5 2c1tAt vAy v fe&sne / /o ICS �` eXec . �-t of Mir 5 �ale / ffia93tects Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee . rl c s/g -e 1'0 be tt'i oo lu -' 1 Vl M A /oce l cCM M 04 + Please return completed form to Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233 PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms . Also, information regarding "Conflict of Interest" is provided on page two of this application. This application will expire two (2) years after date of submittal . I CITY OF ATLANTIC BEACH Received BOARD / COMMITTEE MEMBER APPLICATION FORM APR - 11 2014 Please check ('1) the box beside each Board or Committee that you are applying to serve on. If you check more than one, please rank your interest in each board / committee by order of priority. Office of City clerk (A summary of each board/committee is available on page 2 of this form.) _ Code Enforcement Board S,/ Community Development Board _ Pension Board of Trustees _ Board Member Review Committee Cultural Arts and Recreation Advisory Committee _ DATE: 3 t ( - d o 1 r APPLICANT' S NAME: �1�fB� • /ka, I ( a_ c ADDRESS : 5-r2 � T� do t S ' �J K/D i` 10 Art, L 32,Z ” DAYTIME PHONE : 969 b 1 D cet -c EVENING PHONE: E-MAIL ADDRESS : Ka ( la og 6 e 4( o `t - 2-41 2671 Please explain any employment experience, board/committee experience, and/or community volunteer experience relative to the board/committee applying for. t 1oesKed Pe6 - S-I 4{ B gaul i ti Pt✓ 4 &( 3Pr ATP G & i c e -tout/.e Xurpe�ro 2 51-44-c o P f col,T Da cp , p ,vit, 0 thmtithodeu ' evwbe1a, 1ol i c pu„ LdcoUe5 Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee. & $½ tK1lli cc/E C`e, Please return completed form to Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233 PLEASE NOTE : Members of the Code Enforcement Board, Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of Interest" is provided on page two of this application . This application will expire two (2) years after date of submittal . 1 CITY OF ATLANTIC BEACH BOARD / COMMITTEE MEMBER APPLICATION FORM Please check (A) the box beside each Board or Committee that you are applying to serve on. If you check more than one, please rank your interest in each board / committee by order of priority. (A summary of each board/committee is available on page 2 of this form .) Code Enforcement Board ,/ Community Development Board _ Pension Board of Trustees _ Board Member Review Committee Cultural Arts and Recreation Advisory Committee _ DATE : 'Jc, .ti � ao , r APPLICANT' S NAME: /Z i c 4, r= , - d f. 120 , ADDRESS : to t C /3ec t. it ' I v"e. el t. 2 /ff . f'+ •• 7�i <, gl ce-4_ pt.- 3 2- 2- 3 3 DAYTIME PHONE : cloy- In / - V0 92. — EVENING PHONE: cjc y — 2y 2 — 6sco j E-MAIL ADDRESS : r ,,,k , ,_+jt, re cop., FAX : 9 o y •-- 2, '•t L oral Please explain any employment experience, board/committee experience, and/or community volunteer experience relative to the board/committee applying for. Rec11 „A- 17 t c/, -; reit — yr; � r` c rrfr f ecem., + re. eVcgn1— c rite h4 ey- pa_, e, e.r.c- e vn .. s n5 Cor4ru `'P_ !!f.' Cl " 2RI/ a ;. tar" �i% c. S Reels 1 erkat b i 1.` i 5 f c , • 61o141 Zoo C. ZC, i i a✓ Lent zr +- 1 1 /5 dt/ice e- -41•. to16 Y�.% , et £JtQ d J o . ( et"r A Clad' I op rtei. 4 'ed#1 t rt AcT r r-oces s , i'eOl� j s ' °t- f ct «-O ) or,ctJ r rot, , -� `}.i +%t.c, c , nJ . a e - or. vc1 ) ctaA +Lie e.Gleitooptic. s + / c J �UtI o$ rte > 4 e •}e �I , Cr( L e - t , _ • 1 Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee. be itv- 1e fLQ+ 1 to. to‘ v cti t. I. reeve- V asvJ wel l rC % cc rt Lc/ Go101/44-ri 134/ ,. 4 + -FL- 6ot , r• - , e AN *rfhr4 It clor ' i 7 1-s - £ + -f�•� � /t G ►- d delft �vt+ )e. n_ -f rc3i ia.4; . t ,1 �// -tai r cowe� cu s 13+ +. + ianne t. 5 w !'/t s-+. well4e. � Ali of lit ern17rt rvyn .�l � n , )17 qs /n7 prnisictr7 c, b� es di , Please return completed form to Donna L. Baffle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233 PLEASE NOTE : Members of the Code Enforcement Board, Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms . Also, information regarding "Conflict of Interest" is provided on page two of this application . This application will expire two (2) years after date of submittal . 1 CITY OF ATLANTIC BEACH BOARD I COMMITTEE MEMBER APPLICATION FORM Please check ( J) the box beside each Board or Committee that you are applying to serve on. If you check more than one, please rank your interest in each board / committee by order of priority. (A summary of each board/committee is available on page 2 of this form .) _ Code Enforcement Board I Community Development Board ✓ Pension Board of Trustee , V Board Member Review Committee ,/ Cultural Arts and Recreation Advisory Committee V DATE : 9 /5/ 1( APPLICANT' S NAME : Z, G� W.1 ‘5° V'1 ADDRESS : ( S int a `r{-; cLit Leh . A `M 1L \3 � , l C. 3 ;a ; 3 DAYTIME PHONE: tb sadt ". 32A '\ EVENING PHONE: E-MAIL ADDRESS : l) �� r L. �S c r ��,� FAX : Please explain any employment experience, board/committee experience , and/or community volunteer experience relative to the board/committee applying for. <eV Q. Ypt'sQn CO � 1- c &c& + r+1 �� 5orTt2 Cr ye tI 5 °gathttAct t t 7 Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee. ' KS • is ck gory cK��f Lu \k (VAS b � Oar mt +o Gnsw €-r, ti -c� l , a0 , � � Q,VQ� A- J1 t" Spec, , Cr ` � VCU V cc. t ©� se J q (.� u , Net k'Ln- y& f5 . > c,'rs, t. + 0 to et - Wi ap (2 0M et i( ( 4,45 . � I �n q 'o+ iv, Pt r 611-- -L, r, ,. i 5 h t .,i .,�- r k2cw - J c, bav} 4- c or�rn r-}ket v 02n 5 •j:- Me '1- GryoGn W0c) 5 + ^ (-)V bC ` , CA ) S e,ncoV The, `h l U e tY • '5E _l -e-\ Aft ckt.er rivets . -it cefi an $ Mi 5C44) (perut Please return completed form to G . Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233 .3 frites.5t. S•tst tylktiLlap . PLEASE NOTE: Members of the Code Enforcement Board , Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms . Also, information regarding "Conflict of Interest" is provided on page two of this application . This application will expire two (2) years after date of submittal . I James "Jay" Wilson III 1842 Hickory lane, Atlantic Beach, FL 32233 804. 221.3211 iayrbwilson@gmail .com EDUCATION University of South Carolina, Columbia , SC Bachelor of Administration in Psychology, May 2004 Member of Psi Chi, the International Honor Society in Psychology Assisted in two published Medical journals (Molecular Psychobiology and Sports Psychology) Student-Athlete Men's Soccer Earned Dean's list designation GPA: 3. 3 PROFESSIONAL EXPERIENCE Stryker Craniomaxillofacial, Jacksonville, FL, 2012- 2014 Sales Representative • Plan, direct and coordinate the selling of product portfolio to achieve corporate objectives and maximize volume and profitability. • Consulted with Marketing on playbooks, and marketing material newly launched products • Perform field calls to variety of health care professionals, including on-call and operating room consultation for surgical specialists. • Lead the effort to change mindset of surgeons and hospital administration, while fostering and strengthening key industry relationships . • Implement new sales plans and effective marketing strategies to position the organization competitively and exceed territory objectives. • Create and execute new record keeping system to track sales, history, and market trends to increase efficiency. • Used lessons learned from Karrass Negotiation Course to secure sole source agreements which helped achieve 30% growth in 2013 Stryker Craniomaxillofacial, Richmond, VA 2010-2012 Associate Sales Representative • Developed crucial relationships with decision makers in hospital administration and health care systems . • Created and executed sales and action plans for sales growth strategy. • Developed business plan for the surgical instrument and implant markets that ensured attainment of growth objectives. • Achieved 30% sales growth in first year within assigned territory. • Awarded MVP of Phase 3 training class in April , 2011 • Awarded Sales Rep of the Month • Awarded Team Player award • Finished at 111.8% PTQ 2011, and at 101.8% PTQ 2010 Driven Marketing, Dallas, TX 2007-2010 Director of Sales • Developed a co-promotional marketing platform that allowed discounts for events, products and services to participating organizations and companies . • Selected to develop and provide presentations relevant to the return on investment inherent to utilization of the products and services offered by the J . Reider Group • Recognized, for increasing sales from $0 to generating over $ 1.7 million in revenue for fiscal years2007-2009 during tenure as the Marketing and Sales Director for Driven Marketing in the Dallas Market . • Managed a team of 12 Inside Marketing/Sales reps • Managed a team of 50+ Outside Sales reps FOREIGN LANGUAGES Portuguese — beginner level THE THONBUR1 HOSPITAL PUBLIC CO. .LTD 34 ' Lss;arapi Rxxi S,->; AI& sa pt 4vxr , Riff (0k 1017CC www . thonburihospital . com / lel . 02 . 866 . 1333 . 02 . 412- 0020 Fax. 02 412 . 7343 To whom it may Concern, My name is James Nanakornpanom and I have had the privilege to work and play soccer with Jay Wilson for several years. We met for the first time playing for the Arizona Heat semi-professional indoor soccer team, which flourished into a great friendship in which I learned how loyal a friend and teammate he is. As all athletes experience the ups and downs of playing any sport at a high level we all need a supportive teammate, just as in life, a good friend is like finding a diamond in the ruff, and that is how I describe Jay Wilson's character and loyalty to anything he becomes a part of in work or leisure. 1 also had the chance to work with Jay in a cold call, door to door sales job in Phoenix, Arizona. What you have to think about is what separates great salesman from barely getting by salesman, extraordinary from ordinary salesman. Not all people have it, but Jay does: The ability to connect and inspire people on a different level, this includes but not limited to: great charisma, great communication, making people laugh, and being sincere. These qualities are what I saw instilled in everything that makes Jay who he is, coupled with his southern drawl, character, and loyalty was an example for me everyday as we entered the cold office every morning at Gam to get ready for the sales day. Another important trait that I noticed and learned from Jay is what all sales people need: Determination, the ability to not be let down by a NO, because as all people on both sides as getting a sale pitched to them or selling a pitch to a customer, NO is the answer that always comes first. Jay's determination combined with his ability to connect with people made him a sales leader just a week after we started, a manager just short after. It was a special thing watch Jay talk to customers and motivate us every morning to do a job, door to door sales, in which as everyone knows is a pretty difficult job to do, it's not for everyone but Jay flourished. You can be great with people and be determined which are great traits but there are two roads to choose from: 1 . A Selfish way and just work for yourself and making money off of people and not care about your team, or 2. Concentrating your abilities to be a great leader, team member, and to help people become great as well, and that is what I learned from Jay as I worked with him and played soccer with him. In everything Jay did, he took the helm of a leader and developed people as well as shown an example of what great leaders should be like. Jay Wilson with be a great asset not only managing the sales team and a loyal co-worker but also if' you let him, he will be the pulse to help grow the starting soccer franchise into a great money making machine. Sincerely, James Nanakornpanom r. -� 11, C{`, International Business Development D' Thonburi Hospital Management Group LTD, Cell: -- 66 (0) 851395142 Email: jnanakom®gmail.com 05 / 06 / 2014 10 : 25 FAX Z0001 / 0001 Wealth Management One Blue Hill Plaza Suite 100 Pearl River, NY 10965 tel 845 751 2500 Morgan Stanley fax 845731 2550 toll free 888 848 5067 May 5, 2014 To whom it may concern, It is my pleasure to be writing this letter recommending Jay Wilson. I had the opportunity to work with James for approximately two years. During this time I was able build a relationship with him professionally and personally. Please accept this letter to learn the reputation of the qualities he has. First of all I would like to describe his dedication. Whether it is from bringing a sense of urgency to every work task he has, to making sure all of his personal matters are in order, he attacks every day to truly exemplify the expression "Seize the day". He takes personal pride in himself Therefore, any task no matter how small or large he would go above and beyond and never settle for the bare-minimum. His work would almost leave a signature. The next thing that remarkable was his teamwork. Jay' s humble nature and approachability allowed for him to spread him self out to his teammates. He could work with anyone and make them feel comfortable to ask tough questions that they could work through together. While giving of his time he never seemed to ever take a step back in his own personal work. He always believed that the best way to improve his situation was to help improve the ones around him first. Finally I want to address his leadership. He always believed in leading from amongst and never from above. He would never ask or expect anyone to perform a task if he had not done and understood it already. Therefore, he had a way to motivate others to expect the best out of themselves because they saw him generate the best of himself I was able to watch Jay cultivate some of the largest and most productive teams in the nation. His team still holds records in many of the most important categories within the company. I assure you that this wasn't a coincidence, but a pattern of coaching and developing talent. Jay was instrumental for my development. Few people I have worked with have left as much of an impact. I strongly recommend Jay for any position, opportunity or endeavor that he pursues. He will be valuable to any organization. Sincerely, 9.64.1.)\ 4z,„ifievi, Joseph Brunelli Financial Advisor Morgan Stanley 914 589 9960 . • Morgan Stanley Smith Barney LLC. Member S1PC. MICROFIXATION To Whom It May Concern : Please accept this as my personal letter of recommendation for Jay Wilson . As a Sales Representative for Biomet Microfixation and former sale rep for Stryker, I have seen firsthand Jay's exceptional sales skills, managerial skills, and how he immediately became an integral member of the company. Now, a few years later, he is in pursuit of new opportunities to expand on his considerable skills . I have personally tried courting and recruiting him for my current company based in Jacksonville, FL. Jay has a winning attitude that embraces all challenges and encourages collaboration. The phrase "team player" is often overused, but Jay is truly that. He draws the best out of every person, promotes talent and has succeeded at every task handed to him. To better my services, I use many of Jay's ideas and practices . These ideas and practices are now being mirrored by many other regional managers and sales representatives. Jay is also an effective leader. He clearly communicates expectations and notes strengths to better improve his team's performance. Out of the multiple sales reps I have known over the years, Jay was is the only one that continues to show high amounts of profit and with high marks every year. It is my pleasure to recommend Jay Wilson for any position or endeavor that he may seek to pursue. He will be a valuable asset for any organization . Sincerely, Michael Baiger Sales Representative 61a-. e (pa . 5 3 - 1520 Tradeport Drive Jackwon4e, FL 32218-2480 Office: 904 741 .4400 Fax: 904.741A500 www.blanetmicrofixation.com LORENZ PLATING SYSTEMS I LACTOSORB I STERNALOCK I PECTUS BAR I MIMIX I TMJ I DISTRACTION I HTR I LORENZ SURGICAL INSTRUMENTS KC i.;T? 1 KINGSTON KINrSTON SONTARI , GENERAL K 1'1 � HOSPITAL TEL : 613" 548 -37i2 To Whom It May Concern : Please accept this letter as my personal letter of recommendation for James Wilson. I have known Jay for over 10 years and he has played an integral part in my personal life and professional life . We have worked together. as well as been teammates on a varsity soccer team at a high collegiate level . Now that he is in pursuit of new opportunities to expand his abilities, I have no doubts that he will be an asset to your organization . Jay is an accomplished and self motivated individual who never seems to be content with just being average. Through his easy going and open minded nature. he is always looking at personal and profession improvement. Jay has a winning attitude that embraces all challenges as an opportunity to succeed. His hard working and positive attitude is contagious. which always encourages collaboration. The phrase "team player" is often over used , but Jay is truly that. He draws the best out of people, promotes talent and shares his and their successes . 1 've known him to go above and beyond , and have always seen him reach his goals, even if not successful in his first attempts . Jay is incredibly intelligent and an amazing leader. He seems to learn from his mistakes and loves to share his experience and knowledge with others It is with great pleasure that 1 write to you in recommendation of James Wilson. As a honest and caring individual with strong moral values I am certain he will make an extremely valuable asset to your organization . If you have any questions, please do not hesitate to contact me . Sincerely. Felipe Pereira B . Sc . , M. D. F. R .C . S .C . Candidate Orthopaedic Surgery Resident Queen 's University 938 Swanfield Street Kingston, ON . K7M 0A5 . Email : felipe.pereiraiqueensu.ca Tel : 613 .449.4433 Fax : 611544. 917 An Accredited leaching Hospital affiliated with Queen 's t:r,iversity serving Southeastern Ontario for more than 193 yernis. CITY OF ATLANTIC BEACH BOARD / COMMITTEE MEMBER APPLICATION FORM Please check ( J) the box beside each Board or Committee that you are applying to serve on . If you check more than one, please rank your interest in each board / committee by order of priority. (A summary of each board/committee is available on page 2 of this form .) Code Enforcement Board if Community Development Board Pension Board of Trustees __ Board Member Review Committee Cultural Arts and Recreation Advisory Committee DATE : APPLICANT' S NAME : Susan Carr ADDRESS : 1024 Ocean Blvd DAYTIME PHONE: 904-595-5425 (cell- 301 -787-8102) EVENING PHONE : 904-595-5425 E-MAIL ADDRESS : carr.susanjo @gmail .com FAX : Please explain any employment experience, board/committee experience, and/or community volunteer experience relative to the board/committee applying for. S4 z a- e . 2,el I Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee. &e t CL GiC ivid Please return completed form to Donna L. Bartle, City Clerk, 800 Seminole Road , Atlantic Beach, FL 32233 PLEASE NOTE : Members of the Code Enforcement Board , Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms . Also, information regarding "Conflict of Interest" is provided on page two of this application . This application will expire two (2) years after date of submittal . 1 Susan Carr Application for Community Development Board 11/23/2014 #1 I retired from the Dept of the Navy in 2011 . I started as a secretary in 1973 and worked my way up the career ladder as a business financial manager in various capacities to the Chief Financial Officer for the Program Executive Office for Ships . I have extensive financial, budgeting, and contracting experience . I have a BS degree and a Masters in Public Administration . I served on my neighborhood Homeowners Association for several years as both a member and as the Treasurer in the 1990's. I designed both my home in Rockville, MD and our home here at 1024 Ocean Blvd and worked closely with the Architect, the Contractor, the Engineer, the tradespeople and the COAB permit/approval people . #2 My husband and I moved to Atlantic Beach in September 2013 . We heard about the area from a friend and were in love with the neighborhood as soon as we saw it — mainly because of the trees and the mix of home styles and family atmosphere. We purchased our home and had it renovated and added to prior to moving in . We kept the older portion of the home, removed a garage space that had been enclosed, and added space well within the boundaries of our lot size . I am concerned with the extensive destruction of the older homes being razed and replaced with huge homes which is, in my and many of my neighbors' opinions going to ruin the small town feel that drew us to Atlantic Beach . While the new homeowners are well within their rights to build within current codes/zoning regulations, it seems that much of the increased development is being driven business-people versus homeowners . As part of this community, I would like to be on this committee to be involved in the current and future changes to Atlantic Beach . CITY OF ATLANTIC BEACH BOARD COMMITTEE MEMBER APPLICATION FORM Please check(%) the box beside each Board or Committee that you are applying to serve on. If you check more than one,please rank your interest in each board committee by order of priority. (A summary of each board.:committee is available on page 2 of this form) Code Fnforcement Board ✓ Comnnrnity Development Board Pension Board of Trustees ,_ Board Member Revien Committee Cultural Arts and Recreation Advisory Committee DATE: 01/20/15 APPLICANT'S NAME: David Vincent ADDRESS: 1130 Seminole Road:Atlantic Beach. FL 32233 DAYTIME PHONE: 904-422-3423 EVENING PHONE: same E-MAIL ADDRESS: dvin711@yahoo.com FAX: N/A Please explain any employment experience, board/committee experience. and/or community volunteer experience relative to the boardcommittee applying for. I have had the honor or serving on the Charier Review Committee for the last rime months.This experience has taught me a great Gear about our City and the Committee Process in general. Additionally, after 11 years at Merrill Lynch, I have been involved in reviewing complex processes and documents (both as a team member and as a leader).Other relevant experience includes a brief period practicing as a real estate agent,during which time, I gained experience with real estate contracts and transactions. I am also on the board for the Beaches Local Food Network (BLFN),which operates the Green Market in Neptune Beach and is not affiliated with DIG Local,the operator of the mid-week market in Bull Park. Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board'committee. I grew up in Atlantic Beach and have recently returned (Jan 2014) after attending UCF in Orlando and starting a family in Jacksonville Beach. I have been fortunate enough to have the opportunity to take over my childhood home on Seminole Road. Now that I am raising my family here, It would be an honor to be a part of safeguarding the quality of life in our City in the coming years by being a member of the Community Development Board. Please return completed form to Donna L.Bartle.City Clerk, 800 Seminole Road, Atlantic Beach.FL 32233 PLEASE NOTE: Members of the Code Fnforcement Board, Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms. Also.information regarding "Conflict of Interest'- is provided on page two of this application. This application will expire two(2)years after date of submittal. 1 DAVID VINCENT 1130 Seminole Road O Atlantic Beach, FL 32233 0 (904) 422-3423 El dvin711@yahoo.com AREAS OF EXPERTISE • Regulatory Compliance • Business Development • Operational Risk Mitigation • Project Management • Anti-Money Laundering Practices • Relationship Management • FinCen SAR Requirements • Financial Investigations • Six Sigma Methodology EDUCATION BACHELOR OF BUSINESS ADMINISTRATION — FINANCE University of Central Florida - Orlando, FL AFFILIATIONS • City of Atlantic Beach, FL Charter Review • Beaches Local Food Network - Board Member Committee Member (04/ 2014 - 02/ 2015) • Men's Garden Club of Jacksonville • FINRA - Series 7 & 66 (01/ 2004 - 04/ 2014) • Boy Scouts of America - Pack 37 PROFESSIONAL EXPERIENCE CIT GROUP, INC. — JACKSONVILLE, FLORIDA 2014 - Present GLOBAL COMPLIANCE ANALYST — FINANCIAL INTELLIGENCE UNIT (APRIL 2014-PRESENT) Assist with implementing and improving an effective Anti-Money Laundering program ultimately enabling CIT to become a Systemically Important Financial Institution as defined by the Federal Government. Develop and implement processes and policies which adhere to the requirements of the USA PATRIOT Act and the Bank Secrecy Act with the goal of maintaining satisfactory regulatory reviews and allowing the Firm to continue it's significant pace of growth enterprise wide. BANK OF AMERICA MERRILL LYNCH — JACKSONVILLE, FLORIDA 2003 - 2014 GLOBAL WEALTH AND INVESTMENT MANAGEMENT FINANCIAL ADVISOR — PRACTICE MANAGEMENT DEVELOPMENT PROGRAM (FEBRUARY 2013-APRIL 2014) Worked with mentors and managers to develop a pipeline of affluent clients, identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and develop the business management skills needed to operate an optimal practice model. INVESTMENT SOLUTIONS - CLIENT ONBOARDING SERVICES OPERATIONS TEAM MANAGER — MONEY MANAGER SERVICES (JANUARY 2012-FEBRUARY 2013) Responsible for ensuring the Service and Operations teams consistently provide world-class service to 200 institutional money manager clients with more than $18 Billion in assets under management resulting in over $25 million in annual revenue to the Firm. Successfully migrated the entire business to Jacksonville including facilitating the recruiting and training of eleven service and four operations representatives. Led a Six Sigma project team to reduce the number of manual trades processed by the Mutual Fund Trading Desk at Merrill Lynch. FINANCIAL DATA SERVICES, INC SENIOR OPERATIONS ANALYST — UK TRANSFER AGENCY DEALING TEAM (SEPTEMBER 2009-JANUARY 2012) Responsible for the UK equity trading desk. Created and enforced internal controls while maintaining trading and custodial relationships with offshore partners representing more than £30 Billion in assets under management. SPECIALIST — MONEY MARKET TRADING DESK (JUNE 2008-SEPTEMBER 2009) Managed the daily functions of the Money Market Services team. Designed, implemented and managed a manual process to support the rollout of a new feature of the Merrill Lynch Bank Deposit Program® allowing the team to enroll over $25 Billion in the program within the first six months. ANALYST — MUTUAL FUND TRADING DESK (OCTOBER 2005-JUNE 2008) Responsible for ensuring accurate and timely execution of more than 240 million automated mutual fund trades and corrections per year. MERRILL LYNCH INSURANCE GROUP SERVICES ANALYST - ANNUITY CLAIMS AND FINANCIAL PROCESSING TEAM (MARCH 2003-OCTOBER 2005) Verified and paid beneficiary claims associated with the Firm's proprietary annuities . Obtained Series 7 and Series 66 licenses. Completed the Merrill Lynch Six Sigma Apprentice Program. CITY OF ATLANTIC BEACH BOARD / COMMITTEE MEMBER APPLICATION FORM Please check (Ai) the box beside each Board or Committee that you are applying to serve on. If you check more than one, please rank your interest in each board / committee by order of priority. (A summary of each board/committee is available on page 2 of this form.) Code Enforcement Board Community Development Board Pension Board of Trustees Board Member Review Committee Cultural Arts and Recreation Advisory Committee DATE : I c 1 I J APPLICANT' S NAME: IN d Lle T L : 2r ° ADDRESS : 289 1 � � k Sly A4 4ttL 73cL1 , J" ( 32-)-33 DAYTIME PHONE : 4 v L4 a GI { ' `( 6 3 l,' EVENING PHONE: d L( 2 t+ i 43 E-MAIL ADDRESS : L , 1p e- O f °1— ` Centle‘ FAX: q o ( co 67 Please explain any employment experience, board/committee experience, and/or community volunteer experience relative to the board/committee applying for. a cel ✓n4' 7 Servlr �1( Prue ^ +Co Putt/ Arl41 et 'RV r4i- 1rt.`N 4 civ6c)/7 • T t u _-c < << c f- A + `v4 t :c faxAC "� rrl � a° r� , J O•' -tL ,' , J s-► << 114 ' Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons for wishing to be appointed to this board/committee. mot— j . Lc 1 n /J 1 ( %� --f' kit , /�� l 4 �'C Q r '� � �1l �-d-j /F'� '� I '19 v. `l , �C 4J-P �i c- `� �!� t.� ^.a Iky. e L eei tl H o � Lila , ei "�( T`.t '�r t ' c of pet', y J i 5øi -k1' `^� Ct ^ e i,/�Q L J �A 'u. 0 t & .� ,V t r 6 ae I Roo r ' ( k .' 1` �� �� 21 t h eea / CtA /n /1v4 9,3 ,. `^ ref ; Jon 4s avi.v JrTk.e Se- ar ea; r jCM,, LA-Xi) ► Vot L% t � luntJCSfc e Lnnr.. Fk 1 W � r S, q w/ ! G ,c�u4 •Please return completed form to Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233 PLEASE NOTE : Members of the Code Enforcement Board, Community Development Board and Pension Board of Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of Interest" is provided on page two of this application. This application will expire two (2) years after date of submittal . 1 * x ro t- c.)z > (-) * to c ; c.- cn H n 7:) ,,, n a ■ -d < H , m eD o s "o n CD ° A7 C o T o ° e n n f9 i p m w (D R. �. a <_ .s p- ID ac O a ° G ro ro ° Q' �_ m O (o C 7 o r z n fir,-• P 0 . a c o CL �' C+ .�. a .�-. ^ p, 7 7 -ri �. a n m w °' O v E ro rD e •* o - a ^ v, co C G) Do o m A 7 C" '. v C7 .. n IM ° m m y w n co 7q 7 d m D n rn ° a U o o, C C" y > ° n z _r a , s D 7q bd a r-ri cD CD w �• B 7 •ado a m Z h 3 CD _• v °t 3 ° O Ta eo c o < D 7 °m 3 v N c o " w °— 3 �' 7a m a n e�D .�. o ,.- o m z -t p v N c -e d 3 p n m c �' 7 -O o y G 3 r o N m < Cr m a er, o m 3 c D °.y m m -< A Q o v', r -^s K v, z nm �- o C:1 H HI v O n d r7 H n "r g m 30 3 7' o 'm W a ° m `C^ ° N n A�' z I C. m a A o c �, x ro y al C c H c ° O 7 0 ` D C. zo w co 0 iD m CO 0 CD m Q. c m W 2 Ul O w -. a O CO D; o o A A a oom < co oo DSO �+ -e; 3 p 7• ..-O v y' O- N D D N =h O 73 01 riT N. >v m 3 p o < O f 7 oo N vi O cnv, � U <n n KN • T01 o A o o ' -H 0 rroo m C a, a ^ s , n y ra m C ° 3 3 o. 0 -1 ° a O n K m H O a to p O N P 77 a e. °, to m M o A C -+• vt rl eD a g n p Ln T to O A7 A: ,,, R'1 N CL ci, y < - 3 CD DDDY � 9 � 3 rnN CIO DD = 7 U 3 o m yyc No m ye v v CD CCDD CCD CD CD CCD, C• CD• v=, 23 G 't CD N C W y Ol C 3 CD• CD DD v, oW< CD ., ti N 3 ro N y 7 H. 3 •. @ � c. 3 — n m to v 7 m n 3 ro 0- eD m Cr 3 0 K R0 70 m o ° N a A r o ° o H 0 0 = n ° o 3 o '" 3 m 3 + 3 °° 4,' 3 c -O c ro 3 CD LA CD m CA A v O eo A N CD � � C n j. D. ^ v n n p cm N = a, 3 W N n y n N n O O n C b 1 W N N 7 7 W O' .+ W .�. ++ N A 't ° ° N G CL •.• G G G r; 7 N .1 0. G r? tv G 5 cD n n ..s w t F? H H H H H H H g CD CD CD n n n eD 3 0 ._�..• rHD 3 ml A .% raj, b7 p 3333 ; 333g � sa � a4 G9 � A ❑. S W A LL G 7 n o C rt, eo to , co^ •G G 1 •nt ,nr 3 A c �_ S 3 IQ H E 3 3' ° ° — N t� N H+ F+ r+ Iv Vr ,0 `. ,7 h J J J \ k O x W w W ' W W -_. '1 O O O O 't• n N N N N .■ eD - 0?• A .-. .-, .-• i•"'" �■ y .e N N N N y ^ O O O O 7 'S N N 0 N N N N N N N ,-' 3 O O O O_ V. +■ r+ ti+ '•.• O O "! 0 0 0 0 0 0 0 E. , , v, .P A 0 rn V1 W A o J ° vt v, yr A A. A A 5 7 U 7 - H H H .4 zG z G G F „ ;' ,, p:i � o 7y Z zzo � ■ zz 2, z .� K ? C z c z� . zme a; z-c •, •Ma G .,D G .... G X X X X 0 a) CD CD ry 0 CDD G N CT S. CD 0. O. C. C. CO CD eD CD fD CD fl.. Q. O. 0. Q. D D. S3' S S al 1 1 1 1 A)w N C C C C 0 3 CO CO CO CO 1 A 3 3 3 3 Ca W W W W W c.5 ca co > a > ..l w 1 al al al al E m m -0 E Z: (mj c 73 -1NsocoOo V ww a W r -, m X r 23 r A n Z o co - rn (O V V 0 (!7 CO 03 Z fl D W O ° N N N N N N N N N �') �I7 74 Z'm I m m D o 0 0 ° 0 0 0 0 0 0 0 0 � g cO � Z ° ZZ ° maa � aaaa � aaa i m Z 13°k' .v1494/ N M G) Opp Y g N 4TRSoNT G) a a a a D, a •N (V N6 N 0 _ g -, N N CD (I) 0 n 4.4 _ (D (p fD (D CD 1D (D CD (D N N en .7. ,a-. .7.. ,7. .7. .7. .7. ,7-. O' 0 a 4/Np ` E �N/FiQ 0 -o a d a a a a a s C' ( 3 3 a 3 3 3 3 3 3 ca N $� O N ur N 01 in (D N 0) Z (D (D CD CD fD (D CD CD N ° N .7. ,- "" 7-,a-. ,a-. K r7. .7. .a. 0 0) 1 0 oRF G) a a a a a a a a s N 3 3 3 3 3 3 3 3 3 `D CD CD CD CD m CD m (ND m N M ' Sy.K CD <fr S/io v v m ONS 1 7 7 a N N a a a rt a w a a 9 a a W W 3 3 3 a 3 Cr 3 = 3 = 3 3 g — W N N (D N N N !D N fD 01 N fD co (D 4_ co co a (D 0. (D co h) ° 0 0 0 0 R� P a 7 y 0 co —(V 6'4 4)/r E a' 5 S. FN 0 y p) a ('/) a a a ((%j 0 4 a s N g W N Cr N (A N 01 (A Ol N Z fD (D (p (D (D (D (D CD CD N ° v' a> ay ' a» 3 ° A o — �T R/c,�STR � N �T AcN G) a a a a a 0) a a s CO e' 3 3 3 3 3 a 3 3 3 N g ..a 0) N N 01 CD 0 N N CD '.l Z CD CD CD CD CD (D CD CD CD N ° W .a=. .a. .7. .7. .7. .7. .7. H- .a. 0 m a Hq 0 — AqR<Fy H s IFS O a a a a a a a a s N Ft; N W to 7 O N N 0 N -S Z CD (D CD CD CD CD (D CD CD N ° (F) a a a 777 7 0 .. .. . .. .. .. , - M eRFq ,s. •: ..,,., , y\\ % M ›. . . . . . g k m xi ) } m m § § \ CO / \ / § \ _I n m \ g r m o 2 e w e a « -, co -L w w o p P u e M « m o = 0 a w o Q k o B S o o \ ® e r z « = m m m > 0 2 � O 0� § ® ,_, / q ° f a a a m a m a m a j �������T o O �0 4 E ] \ § , ¥ F�� T g o , @ 1 « - 0 ^ ∎ -® ] 4/A « �p j Ii: w° 2 § m # y q R / © \ co \ / a o m a «y o S /k \ U Vi ¥ cn -1�F cn ] §{ © § ° \ \ \ Mi Cif F . . � . . , 4,Q @ $ w / P { } § �$ . . . Ac£y q �a E § ®a z 2 0 M & 4 ]<