HomeMy WebLinkAboutDocumentation_Special Meeting_Tab 02_4/19/2019COVER LETTER
April 15, 2019
City of Tequesta
345 Tequesta Drive
Tequesta, FL 33469
To Whom It May Concern,
It is with great enthusiasm that I submit my application for the Village Manager position in
Tequesta. I share the love of servant leadership that you have and have the experience and skills
that you desire. I have included my resume for your review.
For the past thirteen years, I have had the opportunity to serve in municipal government and in a
wide variety of roles. My experience includes: Deputy City Administrator, Director of Development
Services, Director of Community Services, Conference Center Director, and Recreation
Supervisor.
As the Deputy City Administrator for the City of Stephenville, I lead 162 employees. My role is to
oversee Public Works, Administrative Services (Human Resources, Information Technology,
Building Maintenance, and GIS), Community Services (Airport, Library, Special Events, Senior
Center, Parks and Recreation), and Development Services (Planning, Economic Development,
Zoning, Building, Code Compliance, and Inspections).
I would like to highlight some key projects, which include but are not limited to:
• Implemented Strategic Plan (Scorecard Approach)
• Establishment of TIRZ (Tax Incremental Reinvestment Zone)
• Negotiated Development Agreement for Hotel and Conference Center
• Update to Comprehensive Plan
• Led Opening of 11 Million Dollar Facility
• Successfully Received Historic Downtown Designation from Texas Historical Commission
• Safe Route to Schools Grant - Bosque River Trail (2.5Mil }
• FAA Runway Extension Grant (7.5 Mil)
• Implementation of Balanced Scorecard Strategic Management System
• Led the Update to the Personnel Policy Manual
I welcome a time to meet to discuss past and ongoing experiences, as well as the goals you have
for Tequesta and the open position. Please contact me at (254) 485-6107 or e-mail
jeremy.allen.ja@gmail.com. Thanks for considering me for this position, and I look forward to
speaking with you.
Sincerely,
r,r0n�;; i'
Jeremy Allen
1040 Antelope Trail, Stephenville, Texas 76401
Phone: 254-485-6107 Email: jeremy.allen.ja@gmail.com
Education Master Business Administration
University of Phoenix
Bachelors of Science
California State University, Fresno
Certified Public Manager
Texas State University
Certified Balanced Scorecard Strategic Planning and
Management
George Washington University
Certified In Government Finance
Texas Tech University
Key Projects Implemented Strategic Plan (Scorecard Approach)
• Establishment of TIRZ (Tax Incremental Reinvestment Zone)
• Negotiated Development Agreement for Hotel and
Conference Center
• Update to Comprehensive Plan
• Led Opening of 11 Million Dollar Center
• Successfully Received Historic Downtown Designation from
Texas Historical Commission
• Safe Route to Schools Grant - Basque River Trail (2.51vil )
• FAA Runway Extension Grant (7.5 Mil)
• Implementation of Balanced Scorecard Strategic
Management System
• Led the Update to the Personnel Policy Manual
Skills/Knowledge • Human Resources Policies and Practices
• Development Services and Economic Development
• Public Works (Water, Wastewater, Streets, Drainage,
Landfill, Engineering)
• Development Services (Land Use, Zoning, Code Compliance)
• Community Services (Parks, Recreation, Library, Senior
Center, Airport)
• Management of Financial Resources
• Public Safety
• Comprehensive and Strategic Planning
• Public Speaking and Presentation
• Building Partnerships
Work Experience Deputy City Administrator/ Director of Development
Services, City of Stephenville, Stephenville, TX, November 2016
- Present
• As Deputy City Administrator supervised: Planning and
Development, Public Works, Human Resources, Information
Technology, Facility Maintenance, Community Services
(Parks and Recreation, Library Services, Senior Center,
Splashville Water Park, Airport, and Special Events).
• Director of Planning and Development Services which
Include: Organization, Strategic Planning, Planning and
Zoning, Board of Adjustment, Code Compliance and Building
Services.
• Strategy for Developing Long and Short Term Goals and
Objectives.
• Coordinated Special Projects for the City
Director of Community Services, City of Stephenville,
Stephenville, TX, December 2014 - October 2016
• Lead Various Departments: Airport, Library, Senior Center,
Parks and Recreation.
• Application and Grant Administration
• Airport Operations
• Design, Review and Administer Plans Related to Parks and
Recreation Master Plan
• Develop Strategies to Improve Horticulture, Park Services
and Recreational Activities.
• Direct Acquisition and Operation of Park Recreation
Facilities.
• Coordinate Park Activities with City Departments and
Outside Agencies.
Conference Center Director, City of Cleburne, Cleburne, TX,
March 2010 - December 2014
• Oversaw All Aspects of Event Planning and Management
Including Budgeting, RFP Creation, Venue Scheduling,
Speaker Scheduling, Vendor Management, Marketing, Menu
Planning, and Evaluation and Analysis.
• Worked Extensively with Area Hotels, Caterers, Expo
Services, and Other Vendors to Develop Unique Event
Solutions for Multiple Events.
• Planned and Executed Conferences with 50-1000 Attendees
• Hired and Managed Staff and Supervised Volunteers.
• Designed and Executed Conferences and Meetings
• Under Budget, and Surpassed Revenue Projections
Recreation Supervisor, City of Cedar Hill, Cedar Hill, TX,
November 2005 March 2010
• Established Programs and Classes, Increased Class
Enrollment.
• Responsible for Developing the Annual Budget for the
Center; Implemented Cost Saving Measures and Promotional
Opportunities that Increased Membership and Retention of
Participants.
• Recruited, Screened, Selected and Trained Staff. Improved
Retention Rate of Staff and Implemented Monthly Training
for Staff.
• Increased Facility Bookings.
• Supervised Facility Maintenance.
Affiliations International City Manager Association (ICMA)
• Texas City Manager Association (TCMA)
• American Planning Association (APA)
• National Recreation and Parks Association (NRPA)
• Keep Stephenville Beautiful
• Optimist Club
Volunteer VVork Meals on Wheels
• Optimist Club
• Boy Scouts of America
• Keep Stephenville Beautiful
• Sundown on the Square
April 13, 2019
Mayor Abby Brennan
Village of Tequesta, Florida
345 Tequesta Drive
Tequesta, FL 33469-0273
Re. Tequesta Village Manager Search
Mayor Brennan:
I recently saw the announcement for the Tequesta Village Manager position and would
like to add my name for consideration. With over 25 years of progressively responsible
leadership positions in municipal government and documented accomplishments directly
related to the requirements of this position, I am confident in my ability to effectively
serve the Village Board and the residents of Tequesta as Village Manager.
From the position announcement it appears that the Village is looking for an
exceptionally well-rounded local government leader with strengths in several areas
including financial management, infrastructure development and maintenance, and
project management. I believe I fit this description with a strong public finance
background, a history of strong infrastructure management plans, and a proven track
record of building successful relationships with employee groups, neighboring
governmental agencies, and elected officials.
My management style is highly collaborative and team oriented to tap into the strengths
of the organization which 1 think will mesh well with the Tequesta management team. In
addition to this team -oriented philosophy, I also have a broad knowledge base cultivated
over my career. The City Council and community will appreciate my ability to assess
problems quickly and effectively while explaining complex issues succinctly and clearly.
I am at the stage in my career where I am looking for new challenges and feel Tequesta
could be an excellent fit for my skills and abilities. Please don't hesitate to contact me if
you need additional information or if I can be of assistance in any way. I look forward to
hearing you.
Sincerely,
Douglas K. Maxeiner
Douglas K. Maxeiner, 1CMA-CM 4014 River Drive, Moline, IL 61265
Mobile (224) 240-8187 email: dkmaxeinert@comcast.net
SUMMARY
Experienced local government professional with documented success in communities ranging in
size from 6,000 to 160,000 in population and expertise in:
• Financial Operations and Budgeting • Downtown Redevelopment
• Labor Relations • Human Resources
• Organizational Development • Risk Management
• Strategic Planning • Intergovernmental Relations
RELEVANT PROFESSIONAL EXPERIENCE
Moline. Illinois — City Administrator
2017 — 2019
Chief Administrative Officer of an historic community of 43,977 (2010 Census) operating under
a hybrid form of government (a cross between the Mayor-Aldermanic and Council -Manager
forms) with a total budget of $135 million in FY 2018 and 419 FTEs. Moline is the international
headquarters of Deere & Company, the United States headquarters of Kone Corporation, the
home of the Quad Cities Campus of Western Illinois University and Black Hawk College. Moline
is also the location of the TaxSlayer Center, a 12,000-seat civic center arena, and the Quad
Cities International Airport. The City of Moline is a full -service city including library, parks and
recreation, police, fire, EMS, and sanitary, water, and storm water utilities.
Major Accomplishments:
• Organizational restructuring of Public Safety Departments leading to the appointment of
two new Chiefs and a change in recruitment strategies leading to an increase of over
700% in fire candidates testing for the position resulting in the department being fully
staffed for the first time in 10 years along with increased diversity in the staff.
• Reached agreement with the International Association of Firefighters Local #581
without resorting to arbitration for the first time in three contract cycles.
• In conjunction with Economic Development staff, facilitated $63 million in private
investment in Moline in 2017-18.
• Identified grants and implemented funding strategies for body worn cameras for the
Police Department which were implemented in 2018.
• Served on the Board of Directors for the Quad Cities Convention Center Authority
overseeing the profitable operation of the TaxSlayer Center.
• Chairman of the Board of Directors implementing a consolidation of three public safety
answering points (emergency dispatch centers) into the QComm911 Center that began
operations in January 2019.
• Changed the personnel policies and procedures for the City's non -contract employees
making new hires in this classification "At -Will" employees and moving from a flat
anniversary increase to an inflation and merit -based system.
Wauconda. Illinois —Village Administrator 2013-2017
Chief Administrative Officer and Finance Director for Wauconda, IL which serves as a year-
round recreation destination in the Chicago metro area. Position is responsible for all
administrative aspects ❑f service delivery including financial planning and reporting, human
resources, risk management, labor relations, economic development, and media/public
relations for a local government with approximately 60 employees and a total budget of $23.6
million including $9.3 in the General Fund and $5.5 million in capital projects (FY 16/17).
Major Accomplishments:
• Successfully led organizational efforts to salvage a $47 million capital project to bring
Lake Michigan water to the community through a cost sharing agreement with a
neighboring entity. Prepared and implemented an innovative financial plan for the
project minimizing the impact on property taxes and water rates.
• Implemented a "Pay -As -You -Go" capital equipment funding plan virtually eliminating
debt for equipment/vehicles ($1.5 million reduction (96%) in three years). Through
restructuring and refinancing, reduced long term debt obligations of the Village by
nearly 26% ($6.5 million) in preparation for the Lake Michigan Water capital project.
• Prepared and presented an operational and financial analysis showing savings of
approximately $400,000 annually through consolidated emergency dispatch services
with no reduction of services to the community. Spearheaded the public information
campaign and led the Village Board through deliberations with consistent, patient
leadership resulting in approval and transition t❑ consolidated dispatch in May of 2016.
Consolidation is projected to save $485,000 in FY 2018.
• Negotiated collective bargaining agreements with four bargaining units and gained
benefit concessions from the Public Works, Patrol Officer, and Sergeant's bargaining
units. Successfully completed impact bargaining with displaced telecommunicators
resulting in a severance agreement with incentives to remain with the Village until
closure of the dispatch center.
• Facilitated the strategic planning process with numerous stakeholder groups and the
Village Board to develop unanimous consensus on strategic goals for the Village.
• Led the Village Board through team building and governance effectiveness sessions to
increase trust, overcome differences, and establish mutual expectations.
Hampshire, Illinois - Village Administrator
2011-2013
Chief Administrative Officer for a small municipal government serving a rapidly growing
community in the Chicago metro area. Position was responsible for hands-on service delivery
in land planning and zoning, organizational development, financial planning and reporting,
human resources, and risk management for a local government with 21 full time employees
and a total budget of $10 million for all funds (FY 13/14).
Major Accomplishment:
• Salvaged two defunct residential developments through negotiated settlements with
insurance companies, banks, SSA bondholders, county government, and developers to
complete unfinished public improvements, eliminate over two million dollars in
delinquent taxes, and facilitate the sale of vacant lots. In 2013, over 70 building permits
2
were issued in these developments resulting in the addition of an estimated $19 million
in construction value.
City of McHenry, Illinois - City Administrator
2002-2010
Chief Administrative Officer for a rapidly growing, home rule community of 27,500 which serves
as a shopping, employment and recreation destination for the region. Provided leadership and
management for a staff of 150+ employees with a budget of $34.4 million {all funds) with
primary responsibilities in organizational and employee development, risk management, labor
relations, economic development, downtown redevelopment, and intergovernmental relations.
Major Accomplishments;
• Developed the strategy and financing plan for the McHenry Riverwalk and oversaw the
design and construction of the first phase of the project, a cornerstone of the
downtown redevelopment strategy. The Riverwalk and redevelopment plan
encouraged over $24 million in private investment in the downtown area in the first
four years following creation of the TIF District.
• Proposed, executed and managed the $4.5 million purchase and renovation of an
110,000 square foot vacant warehouse for use as a Public Works Garage saving an
estimated $10 to $13 million compared to new construction.
• Reduced personnel by 21 positions from 2006 to 2010 saving over $1.5 million in annual
payroll at the height of the Great Recession using organizational restructuring,
elimination of vacant positions, early retirement incentives, and reductions in force with
minimal impact on services to the public.
• Successfully negotiated numerous collective bargaining agreements (sworn police,
dispatchers, and laborers) without having to resort to arbitration. Obtained mid -
contract concessions from two collective bargaining units in a difficult budget year.
• Negotiated a 20-year economic incentive agreement with one of the city's largest sales
tax producers keeping the auto dealer in McHenry, protecting $500,000 in annual sales
taxes and encouraging the expansion of the dealership creating jobs and additional
property tax revenue.
• Proposed, negotiated, and implemented a cost sharing agreement on a $350,000
project to construct a baseball field suitable for the shared use of McHenry High School,
McHenry Baseball Association, and the city. The completed project allowed the city to
host the Continental Amateur Baseball Association (CABA) World Series in 2009-11
generating an estimated $3.0 million in sales for local stores, restaurants and hotels.
Assistant City Administrator (McHenry, IL) 1999-2002
Assistant Chief Administrative Officer for a municipality serving 21,000 residents with a General
Fund budget of $10.5 million (2002/03 FY) with primary responsibility for developing and
implementing financial management, human resource, collective bargaining and risk
management policies and procedures.
Major Accomplishments:
3
• Project leader on the successful establishment of City's first TIF District for downtown
redevelopment. Responsible for public education on the TIF through group
presentations, one-on-one conversations, and media relations activity. Worked with
other taxing bodies to overcome opposition and ultimately gain unanimous support for
the TIF.
• Designed and implemented a compensation plan that formally created pay grades and
classifications for non -contract employees and established parameters for movement
within grades. Together with implementation of the Personnel Policy and Procedures
Manual, the Compensation Plan increased employee satisfaction by over 25% according
to employee satisfaction surveys.
City of Rockford, Illinois - Central Services Manager 1996-1999
Division Manager in Finance Department providing support services in areas of budget
development and implementation ($150 million budget), capital project financing, centralized
purchasing, risk management, collective bargaining, and information technology services.
Sr. Budget/Risk Analyst (City of Rockford)
EDUCATION
1993-1996
MA - Public Administration MA Political Science BA Political Science
Northern Illinois University Eastern Illinois University Eastern Illinois University
PROFESSIONAL AFFILIATIONS
• International City Management Association (ICMA) (Credentialed Manager)
• Illinois City/County Management Association (ILCMA)
COMMUNITY SERVICE
• Quad Cities First — Board of Directors/Treasurer 2017-19
• Board of Directors — Quad Cities Civic Center Authority 2017-19
• McHenry Area Chamber of Commerce — Executive Board 2004
■ McHenry Economic Development Commission — Exec Board 2002-10
• Representative— Chicago 2016 Olympic Planning Committee - Metropolitan
Mayor's Caucus 2007-09
■ Strategic Planning Task Force — Elementary School District #15 2009
• Coach — Youth Sports (summer and school leagues)
• Fathers Club— Marian Central Catholic High School
4
Marvin J. Joss
4823 Via Palm Lakes, unit 1306
West Palm Beach, FL 33417
201-874-4232
matTi ossra,yahoo.com
April 4, 2019
Village of Tequesta, FL
Re: Village Manager
Sir/Madam:
Attached, please find my resume for the Village Manager position with your municipality. As you will
see, I have 30 years of experience in high level municipal positions, the last 19 having been as a Municipal
Administrator/Manager. In that position, I have full responsibility to prepare and manage the yearly budget,
supervise all departments and personnel, oversee purchasing, manage professionals and manage capital projects.
You will also see experience with both water and sewer utilities. I have been a commissioner for a sewer
authority, served as Purchasing Agent for another sewer authority, and as Administrator in my previous
municipalities, I managed their water utility.
I am certain that my extensive experience will successfiilly assist Tequesta with many tasks, including:
• capital planning
• Infrastructure management
• building and grounds construction and management
• proper purchasing
• complete personnel management
• water/other utility operations
My communication and interpersonal skills are excellent, and I have a reputation for getting things done
most efficiently, with the highest of ethical standards, I have extensive experience in diverse communities, and
always have been successful working collaboratively with various stakeholders. In addition, my technology
skills are excellent, and I am completely fluent in Microsoft Word, Excel, Outlook etc.
I have taken early retirement from previous employment in New Jersey, and am now looking to continue
my successful municipal management career in the Palm Beach County area. Although not required for this
position, I am also a Licensed Community Association Manager (LOAM #CAM49769) in the State of Florida,
licensed by the Florida Department of Business and Professional Regulation.
I look forward to discussing this opportunity with you further at your convenience, and can be reached
via cell phone 201-874-4232 or email marvioss@yahoo.com
Sincerely,
Marvia J. j'oaa, LOAM
4823 Via Palm Lakes, unit 1306
West Palm Beach, FL 33417
Cell: 201-874-4232
Email: marvjoss@yahoo.com
Marvin J. Jess
Objective A municipal management position utilizing my personnel, financial and project
management skills, gained during my thirty-five years of diverse experience in both
urban and suburban communities.
Work Borough Administrator & Purchasing Agent
Experience June 2017-April 2019 (part time) Chester Borough, NJ
► Full responsibility for yearly budget preparation and management
• Manage Borough water and pool utilitiy
• Mange, supervise and review all personnel
• Attend all Governing Body meetings and act as their municipal expert on all matters
Township Administrator, Purchasing Agent & Public Safety
Director
July 2006- March 2017 (retired) Clinton Township, NJ
• Prepare and manage yearly operating budget of $12 million
• Negotiate labor agreements (Police FOP & DPW Teamsters)
► Coordinate acitivities of professionals and work closely with them to formulate and
submit Affordable Housing plan and Highland RMP conformance.
► Consistently seek out and apply for various grants
• Manage road replacement program
• Oversee Police and Fire Department
► Serve as Insurance Commissioner and past Secretary for Somerset County JIF
• As a licensed QPA, I serve as the Township's Purchasing Agent
United States Selective Service- Local Board Member
Region 1, State of New Jersey
March 2016-June 2018
Borough Administrator (Tax Assessor, Purchasing Agent)
Borough of Netcong , NJ
Feb 2000-June 2006
+ Responsible for yearly operating and capital budget preparation ($3.5 million budget)
+ Oversaw Main Streets complete reoonstruction/streetscape project
+ Personally negotiated labor agreements with the Police F.D.P.
+ Successfully obtained numerous grants from State D.O.T. and Federal HUD Community
Development Block Grant to fully and partially fund projects.
♦ Managed formation of Business Improvement District from conception to completion -
Served as Treasurer and Executive Board member of the Netcong Special
Improvement District.
• Manage Netcong's water and sewer utilty.
Tax Assessor
Borough of Netcong , NJ
1995-March 2017 (retired)
+ Appraise all Borough properly for property tax purposes
+ Testify as expert witness and negotiated value on all tax appeals
Musconetcong Sewerage Authority- Purchasing Agent
February 2014- Present Mt. Olive, NJ
• Oversee purchasing function to ensure proper procedures are followed
Clinton Township Sewerage Authority- Commissioner
January 2007- December 2011
• Served as Treasurer 2010 and 2011
Adjunct Professor of Public Administration
1998-2000, 2006 Fairleigh Dickinson University
+ Taught various management and public policy classes.
Tax Assessor
1993-2000 Township of Randolph, Randolph, NJ
+ Chairman of the Geographic Information System Committee, in charge of acquisition
and Implementation.
+ Prepared defenses and testified as expert at all County Tax Appeals.
+ Prepared bid specifications for hiring of property revaluation firm, and oversaw property
revaluation implementation.
Tax Assessor
1990-1993 City of Bayonne Bayonne, NJ
+ Appraised ail City property, including large industrial and commercial sites.
+ Testified as expert witness and negotiated value on over 2,000 cases.
Assistant Tax Assessor
1987-1990 City of Jersey City Jersey City, NJ
+ Appraised commercial and residential real estate for assessment purposes.
+ Personally testified on, or negotiated settlements for over 10,000 appeals.
Education Fairleigh Dickinson University, Teaneck, NJ
1998- Master of Administrative Science,
from Public Administration Institute. 3.80 G.P.A.
1996- Certificate in Public Management
16 credit graduate level program.
Coe College, Cedar Rapids, IA
+ 1983- B.A., Economics and Business Administration
Professional + Qualified Purchasing Agent (QPA), State of New Jersey
+ Certified Tax Assessor (CTA), State of New Jersey
+ Licensed Community Association Manager (LCAM, State of Florida)
Catherine Harding
1 Bunker Place
Tequesta, Florida 33469
Cell: 561-801-4347 April 14, 2019
Home: 561-743-7034
Mayor and Council
Village of Tequesta
Dear Mayor Brennan and Members of the Council,
I am applying for the position of Manager of the Village of Tequesta.
I moved to Tequesta from the Florida Keys in 2005 to take the position of Community Development
Director and have lived and loved it here since then. My experience as Director gave me the unique
knowledge of the community and its history to help move it toward the future, while preserving the
integrity and character we all care about,
While working with other communities in Florida, I have gained a rounded knowledge of Florida law and
regulations which is necessary to carry out the responsibilities of Manager.
I would greatly appreciate your consideration and look forward to hearing from you.
Yours truly.
Catherine Harding
Resume
Catherine Harding
1 Bunker Place, Tequesta, Florida 33469
Cell: 561-801-4347 Home: 561-743-7034 E-mail: catherine-hardingQatt.net
Florida State Licenses Held:
Florida Standard Building Code Administrator, #BU1045; Standard Building Inspector,
#BN3650; Standard Plans Examiner, #PX1639; Florida Real Estate Broker, #BK3038567; Single
Resort Dwelling, #DWE5402976; FEMA (NIMS) Certified Level 7
Education:
Bachelor of Arts: Constriction Code Enforcement, English,
Fairleigh Dickinson University, N.J. 1997
Master's Program (matriculated): Corporate Communications,
Fairleigh Dickinson University, N.J.
Municipal Positions Held:
2016-2018: Building Code Administrator, Town of Manalapan, Florida
2005-2010: Community Development Director, Village of Tequesta, Florida; Building Code
Administrator, Municipal Code Compliance Officer, Planning and Zoning, Business Licenses
2004-2005: Director of Building Services, Islamorada, Florida; Building Code Administrator,
Municipal Code Compliance, Zoning, Business Licenses
1999-2001: Director of Building and Zoning, Key West, Florida; Building Code Administrator,
Municipal Code Compliance, Zoning, Business Licenses
Other Service:
Commissioner on State of N.J. Fire Safety Study Commission; Chair, Public Education Advisory
Member of Board of Directors, Building Official Association of New Jersey; Chair, Legal
Committee,
Arbitrator: American Arbitration Association
Conciliator: National Academy of Conciliators
Instructor: N.J. Dept. of Community Affairs Building License Training
Personal Interest:
Antiques and Architecture
Travel and Education
Frank D'Ambra III
Tequesta. FL J 561.676.5313
frankdamb@comcast.net
April 2, 2019
Mayor & Council of the Village of Tequesta
Village of Tequesta
345 Tequesta Drive
Tequesta, FI 33469
Dear Mayor & Council
I am writing in response to the opening for the Village Manager position for the Village of Tequesta, reporting to
the Village Council. I offer a unique combination of 35 years of successful experience as a senior level executive in
the private sector and 11 years in the public sector, serving on the Village Council and multiple Village
committees..
My private sector experience encompassed full operational responsibility inclusive of
1. Strategic and tactical planning
2. Risk, financial and human resource management
3. Regulatory oversight
4. Contract negotiation
5. Customer service
6. Information technology
7. Product development
8. Sales and marketing
My career has been built on the ability to take on a difficult challenge and lead significant turnaround through
sound solutions. Success was accomplished through a dedication to the following principles:
• Understanding the needs of customers and stakeholders
• Optimizing human resources (and other stakeholders) through transparency and integrity, building trust
• Empowering people while holding them accountable
• Motivating employees by ensuring they buy into the organizational vision and goals, not through coercive
management
• Understanding the role of technology in service organizations as a key driver of quality customer service,
efficiency, and employee productivity
• Possessing a strong and diverse skill set that includes financial management, core leadership principles,
planning, communication, negotiation and decision making.
My leadership experience and skill sets, together with my intimate knowledge of the Village, provide me with an
ability to bring great value to the Village as its Manager. I have attached my resume for your review. Thank you
for your time and consideration; I look forward to hearing from you soon.
Sincerely,
Frank D'Ambra
Frank D'Ambra III
Tequesta, FL J 561.67&5313
frankdamb@comcast.net
Village Manager Profile
Results driven executive leader with expertise in multiple facets of management, strategic & financial planning,
personnel leadership, and community engagement gained in corporate and municipal settings_ Excellent
interpersonal skills, establishing and fostering productive relationships with internal and external stakeholders,
collaborating across all levels of an organization to advance shared goals_ Dedicated community leader, with solid
record of service to the municipality.
• Financial & Risk Management ■ Strategic Planning & Analysis Regulatory Compliance
• Organizational Development Program & Project Human Resource Management
■ Conflict Resolution Management ■ Labor Relations Management
• Creative Problem Salving ■ Analytical Troubleshooting Public Relations Strategies
■ Relationship Building
PROFESSIONAL EXPERIENCE
VILLAGE OF TEQUESTA, Tequesta, Florida 2008 - Present
Team Leader, Community & Recreation Center Design Team
Chair, Community & Recreation !Negotiation Committee
Vice -Mayor, Council Member, Village of Tequesta
Chairman & Trustee, Public Safety Employee Pension Board
Member, Audit Committee
Gain and demonstrate knowledge of applicable village, state and federal laws and regulations governing the
administration and operations of a municipal government. Developed a reputation for maintaining a collegial and
respectful relationship with Council members while dissecting the facts of items under review before making
decisions.
• Spearheading efforts to for a new $5.5 million recreation center for Village, fostering relationships with
residents to determine and document their interest and needs and to provide an objective, data driven
recommendation to the Village Council for action.
Led the Council's efforts to reestablish a defined benefit pension plan for police to provide financial security
at retirement and in the case of disability.
■ Championed the elimination of the Village's 9% utility tax on Tequesta resident's water bills.
POIESIS MEDICAL LLC, Jupiter, Florida 2010 - 2017
Senior Vice President & Chief Operating Officer
Developed operating systems and strategies for early stage company, applying strategic approaches in designing
multiple methods to accomplish goals. Partnered with two largest healthcare group purchasing organizations to
achieve on contract status prior to product launch. Demonstrated regulatory expertise serving as senior corporate
compliance office to the FDA.
■ Orchestrated fund-raising initiatives with high net worth investors, interacting effectively to raise capital
investments of $4 million.
■ Established productive relationships with Chinese contract manufacturers, incorporating cultural awareness
skills to achieve positive outcomes.
Frank D'Ambra
CCG—COASTAL CONSULTING GROUP, Tequesta, Florida
Managing Director
2009 - 2010
Leveraged extensive business acumen, combined with knowledge of theory, principles, practices, and techniques of
organizational design and development, long-range planning, financial planning, and program and policy formation
to deliver superior consulting services. Focused on vision development, opportunity identification, and concurrent
strategic, tactical, financial, and resource planning to ensure successful business implementation in the private
sector.
HORACE MANN EDUCATORS CORPORATION, Springfield, Illinois 2005 - 2008
Senior Vice President, Life & Retirement Products
Held full P&L as head of Life and Retirement business unit. Served on senior operations, investment, risk
management, marketing, and compliance committees, represented management at Board of Directors meetings.
Introduced multiple improvements in processes and products, leading unit to top performing division two years
running.
Revitalized product management process, reversing declining sales; achieved significant increases in net
deposits. premiums, and customer retention through replacing or enhancing all product offerings.
■ Facilitated improvements of product development and management processes through implementation of
six sigma methodologies, increased operating profits by 20% to $35 million.
FINANCIAL CONCEPTS, Jupiter, Florida
President
2002 - 2004
Demonstrated knowledge of public relations and practices of sound business communications in consulting practice
focused on developing market opportunities. Incorporated analytical abilities to examine market trends and
opportunities, assess competition, conduct GAP analyses, and evaluate current state to identify opportunities for
improvement, including recommendations for outsourcing when strategically advantageous.
■ Delivered high quality consultation and advice for leading investment and insurance firms.
CONNING CORPORATION/SWISS RE INVESTORS, Baltimore, Maryland 1999 - 2002
Vice President and Director of Marketing and Client Relations
Built high performing team to lead entry into asset management and advisory services marketplace, utilizing
personnel management best practices to oversee and improve staff performance.
■ Developed strategic and tactical sales and marketing plans including dynamic financial analysis
■ Expanded client base through addition of 12 institutional relationships with $4 billion in assets.
GE FINANCIAL ASSURANCE, Richmond, Virginia 1997 - 1999
Senior Vice President, Security Brokerage Services, Interim Co -President, Financial Services Group, Senior Vice
President, Investment Product Management
Appointed as interim co -president of Financial Services Group upon unexpected departure of President concurrent
with existing product management responsibilities, charged with accelerating assimilation of recently acquired
company. Led turnaround of broker/dealer channel functioning as virtual company bringing internally sourced
products to targeted customer groups.
Frank D'Ambra
■ Implemented new strategic and tactical approach to broker/dealer market, restructured channel operations
to enhance customer responsiveness and drive sales growth.
■ Created new product management operational model adopted across GEFA system, introduced Six Sigma
quality program to security brokerage channel.
■ Increased channel sales from $600 million to $1.2 billion, exceeded profit target by 20%, and achieved 25%
year over year profit growth in Financial Services Group.
CANADA LIFE ASSURANCE COMPANY, Atlanta, Georgia 1994 - 1997
President, Canada Life of America Financial Service and Vice President, Annuity and Investment Products
Held full leadership and management responsibilities for one of U.S. three Strategic Business Units of $2513
multinational company. Directed and integrated sales, marketing, product development, customer service, and
financial functions, improved product distribution by strengthening existing channels and adding new channels.
Expanded product offerings to drive revenue and income growth.
■ Increased net earnings from ($3 million) to $16 million, variable annuity sales from $10 million to $202
million, defined contribution plan and asset management sales from $1 million to $75 million, increased
total premiums 53%to $940 million and total assets 25%to $5 billion.
■ Negotiated successful acquisition of CL Capital Management, Inc., institutional investment management
firm.
CONFEDERATION LIFE, Atlanta, Georgia 1990 - 1994
Chief Marketing Office, CL Capital Management, Vice President, Investment Products Marketing, and Assistant
Vice President. Pension Products Marketing
Led sales force of ten located in offices around the US, driving sales by shifting product emphasis from guaranteed
to institutional market value funds. Promoted in 1991, gaining additional responsibilities for retail investment
products.
■ Expanded institutional market value sales from $22M to over $135M and assets from $60M to $425M,
variable annuity sales from $6M to $310M, and assets from $1M to $545M.
EDUCATION & CREDENTIALS
Juris Doctorate Candidate, University of Miami, Coral Gables, Florida
Bachelor of Arts in Economics, University of Miami, Coral Gables, Florida
Certifications
Portfolio Management Theory, University of Georgia - Terry College of Business
Six Sigma Black Belt - General Electric Executive Development & Leadership Program
Community Involvement
President, Paternal Gift Farm, Highland, Maryland