Application- Vincent, David CHARTER, CDB 3-11-14 CITY OF ATLANTIC BEACH
BOARD / COMMITTEE MEMBER APPLICATION FORM
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.
(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 i ,/ C1 ar r Rey;et*, Co.i 1:1-}ee
DATE: /10-re-I4 1/, 4C1'/ APPLICANT'S NAME: 57aV ;p►l V1✓► t'i.j
ADDRESS: ►1 34 AA4 fa 04 C 13eae4, Ft 3'02,2 33
DAYTIME PHONE: 964-4A?- 341,2.3 EVENING PHONE: S a` "e
E-MAIL ADDRESS: Dv:. 71/69)4840d, Co +■A FAX: ---
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
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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.
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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
DAVID VINCENT
1130 Seminole Road O Atlantic Beach,FL 32233 O (904) 422-3423 O dvin711@yahoo.com
AREAS OF EXPERTISE
• Strategic/Tactical Planning • Business Development • Operational Risk Mitigation
• Regulatory Compliance • Anti-Money Laundering Practices • Relationship Management
• Project Management • Process Improvement • Six Sigma Methodology
• Business Requirements • Technology Release Testing • Employee Development
EDUCATION
BACHELOR OF BUSINESS ADMINISTRATION—FINANCE University of Central Florida-Orlando,FL
PROFESSIONAL DEVELOPMENT
• FINRA-Registered Representative(Series 7&66) • Undergoing Six Sigma Greenbelt Certification
• Licensed FL Life,Health and Variable Annuity • Formal Training in MS Excel,Access and Visio
PROFESSIONAL EXPERIENCE
BANK OF AMERICA MERRILL LYNCH—JACKSONVILLE,FLORIDA 2003-Present
GLOBAL WEALTH AND INVESTMENT MANAGEMENT
FINANCIAL ADVISOR—PRACTICE MANAGEMENT DEVELOPMENT PROGRAM(FEBRUARY 2013-PRESENT)
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 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.Other activities include fraud prevention,anti-money laundering and identity theft prevention by
ensuring adherence to Customer Information and Know Your Client program requirements in compliance with the
USA Patriot Act. Successfully migrated the entire business to the Jacksonville campus from New Jersey including
facilitating the recruiting and training of eleven service and four operations representatives. Currently leading 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 which executed more than One Million trades annually for BlackRock UK
clients. Managed the daily responsibilities of the team to shift resources where business conditions required in order
to ensure the highest level of service was provided in the most timely and accurate way possible. Created and
enforced internal controls while maintaining trading and custodial relationships with offshore business partners
representing more than£30 Billion in assets under management.
SPECIALIST—MONEY MARKET TRADING DESK(JUNE 2008-SEYl EMBER 2009)
Managed the daily functions of the Money Market Services team. Developed talent on the team through mentoring
and providing written feedback as part of the performance management process. 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. Participated in the successful migration of thousands of Mutual Fund holdings from an acquired
broker dealer,Advest,onto the Merrill Lynch trading platform.
MERRILL LYNCH INSURANCE GROUP SERVICES
ANALYST—ANNUITY CLAIMS AND FINANCIAL PROCESSING TEAM(MARCH 2003-OCTOBER 2005)
Verified and paid death claims associated with the Firm's proprietary annuities. Obtained Series 7 and
Series 66 licenses. Completed the Merrill Lynch Six Sigma Apprentice Program.