Application - Miller, Rob PBOT 2-5-21Bartle, Donna
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Friday, February 5, 2021 11;59 AM
Bartle, Donna
Online Form Submission #3164 for Board and Committee Application
Board and Committee Application
To view information
about each board and
committee, click the
following link:
Please check the box
beside each Board or
Committee for which you
are applying:
Date
First Name
Last Name
Address
Cc]] Phone
Home Phone
District
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district/precinct, click the
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Email Address
Please explain any
employment experience,
board/committee
experience, and/or
community volunteer
experience relative to the
board/committee applying
for.
Summary of Boards and Committees
Pension Board of Trustees - Police, Pension Board of Trustees
- Genera!
2/5/2021
Rob
Miller
1649 Atlantic Beach Drive, Atlantic Beach, FL 32233
9546738192
9546738192
District 1308
Link to Precinct Finder
robmiller8@gmail.com
I have broad expertise in retirement programs and finance, and
a diverse background in both corporate and small business
environments. Specific to experience directly related to the
Atlantic Beach pension board, I previously managed pension
retirement programs and chaired the investment committee for
$100M 401k plan ata medium sized airline.
I believe my experience in corporate world and as a business
owner, as well as my reputation for leadership, problem
Please provide a brief
explanation of your
interest and your reasons
for wishing to be
appointed to this
board/committee.
solving, and critical thinking will be an asset to the pension
board, adding a deliberate and reasoned voice to a board
tasked with such important decision making.
A native of North Florida, my family and I relocated back to
Atlantic Beach in 2012. We have tremendously enjoyed this
tight knit community, and my three young boys have thrived.
While never serving on a public board, my experience
managing retirement programs and investment committees will
provide immediate and direct benefit to the pension board.
PLEASE NOTE: This application will expire two (2) years from the date of submittal.
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2
Jeff Newman
305.321.1914
jeffgnewman@gmail.com
Linkedln
SUMMARY
Driven and accomplished finance professional looking to leverage 15
years of proven success explaining complex financial solutions to
Executives, Regulators and High Net Worth clients.
Executive leadership, team management, and problem -solving skills
crafted from years of trading and reporting experience in the face of
moving markets and time -sensitive regulatory deadlines.
PROFESSIONAL EXPERIENCE
Financial Services Representative
New York Life, Jacksonville, FL, 2019—Present
• 2020 NAIFA Florida Best Advisor under 40
• 2020 President's Council winner
• 2020 Million Dollar Round Table — Court of the Table recipient
Assistant Vice President
Deutsche Bank, Jacksonville, FL, 2015-2019
Joined as an AVP and promoted to Financial Control Team Leader. Currently responsible for
managing the IFRS 13 disclosure team globally.
• 2018 Rewards and Recognition Award Winner for Complex Disclosures.
• Assured upper management the disclosure processes had completeness and
control by creating transparent Cusip-level backup for all disclosures.
• Oversaw and provided full transparency for the posting of month end journals,
intercompany balances, transfer pricing, and reconciliation of the balance sheet.
Chief Operations Officer
Investors Capital Partners, Key Biscayne, FL 2011-2015
Performed and managed operations for a private wealth group that annually executed
trades totaling over 100 million equity shares and more than $5 Billion in fixed income.
• Opened institutional trading relationships with Global banks: including facilitating
all KYC, Compliance and Trading requirements.
• Produced all financial statements for the firm, traders, and principals.
Senior Equity Trader
Brickell Holdings, Miami Beach, FL 2007-2010
■ Traded $65 million of leveraged capital during The Great Recession.
■ Managed Value at Risk for all traders on the desk.
Compliance Examiner
Financial Industry Regulatory Authority (FINRA), Boca Raton, FL 2006-2007
• Conducted routine and special examinations of member firm's financials, sales,
trading, underwriting, and anti -money laundering practices.
SKILLS
Funding and Capital
Management
Executive Leadership & Tearn
Management
Regulatory Reporting and
Quarterly Disclosures
P&L, Balance Sheet, Cash Flow
Reconciliation and Reporting
SAP, BW
Bloomberg
MS Office Suite
Employee Training and
Development
HIGHLIGHTS
2020 NAIFA Florida Best
Advisor under 40
2018 Rewards and Recognition
Award Winner for Complex
Disclosures.
15 -year record of performing
under the highest integrity
standards
Trained more than a dozen
employees
EDUCATION
MBA , Finance
University of Miami, Coral
Gables, FL
BSBA, Business
Management
University of Florida,
Gainesville, FL
LICENSE
FINRA Series 7, 63, 65
License