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Item 16 - City Council District 2 Vacancy - Application Review and InterviewsAGENDA RE PO RT City of Poway CITY COUNCIL DATE: July 18, 2023 TO: FROM: CONTACT: Honorable Mayor and Members of the City Council Alan Fenstermacher, City Attorney afenstermacher@poway.org Alan Fenstermacher, City Attorney afenstermacher@poway.org SUBJECT: City Council District 2 Vacancy -Application Review and Interviews Summary: The resignation of Council member Barry Leonard effective June 2, 2023 resulted in a vacancy for the District 2 City Council seat on the Poway City Council. At the City Council meeting on June 6, 2023, Council voted to fill the vacancy by initiating an appointment process. Pursuant to California Government Code Section 36512(b), the appointment must be made by August 1, 2023. Per the Council's direction, the City Clerk began accepting applications from Poway registered voters residing in District 2 on Wednesday, June 7, 2023. The application period closed at 5 p.m. on Friday, June 30, 2023. The individual appointed to fill the vacancy will hold office only until the current District 2 term ends following the certification of the results of the November 5, 2024 General Election. Recommended Action: It is recommended the City Council: 1.Review the applications; 2.Allow each applicant three minutes to briefly present their qualifications and their interest in filling the vacant Council seat; 3.May ask questions of the candidates, and 4.Council may appoint a new Councilmember at the end of the meeting or continue the matter to another meeting. Discussion: At the City Council Meeting on June 6, 2023, the City Council concurred to accept applications from qualified District 2 Poway residents to fill the vacant District 2 City Council seat that resulted from the resignation of Barry Leonard as Councilmember. Applications were made available on the City's website from June 7, 2023 until 5 p.m. on June 30, 2023. Applications received by the deadline are attached to this report. REMAINDER OF PAGE LEFT INTENTIONALLY BLANK 1 of 62 July 18, 2023, Item #16 The City Clerk received a total of eight (8) applications from Poway registered voters residing in District 2 for Council's consideration. The applicants are listed below in alphabetical order by last name, and each application is attached: 1.Peter Babich 2.Carl Browning 3.Anita Edmondson 4.Matthew Ficco 5.Marc Hennen 6.Robert Polston 7.Vanessa Springett 8.· Richard Zampell Fiscal Impact: There is no fiscal impact associated with appointing a City Council Member. Public Notification: A Notice of Vacancy was posted on the City's website and at City Hall on Wednesday, June 7, 2023. Attachments: A Applications for District 2 Vacancy B.Public Response Reviewed/ Approved By: Wendy Kaserman Assistant City Manager Reviewed By: Alan Fenstermacher City Attorney Approved By: Chr Haze 1ne City Manager 2 of 62 July 18, 2023, Item #16 ATTACHMENT A Application for Appointment to Fill Disbict2 Vac~gElivED POWAY CITY COUNCIL DEADLINE DATE : FRIDAY, JUNE 30, 2023 AT 5:00 PMJUN 2 8 2023 Candidates must be 18 years of age, reside within the limits of District 2 in the C!Jy pf Powa~ 1,, and be registered to vote in District 2. The interactive district map is availabl.cirf)n00t~s.JvvAY website at: CITY CLERK'S OFFICE https://powav.maps.arcgis.com/apps/webappviewer/index.html?id=d424f39dd4384452ae823 85754ac0d11 For City Clerk's Use Only: Name: Peter A. Babich Yes Registered Voter in District 2 □No Home Address: Street Applicant must reside within District 2 (see above) Number of Years a District 2 Resident: 35 Home Phone: Work: Cell: Area Code Number Area Code Number Area Code Number Please feel free to attach any additional information which may be of use to the City Council for determination of appointment. Employment Information Organization: US Navy Address: Multiple locations Dates: 1963 -1970 Responsibilities: Electronic technician responsible for operation, maintence, and repair of submarine radar, sonar, ECM, and navigation electronic equipment. Organization: Hewlett-Packard San Diego Division Address: 16399 W Bernardo Dr, San Diego CA 92127 Dates: 197 4 -1991 Resoonsibilities: Began as product designer and ended as member of the senior management team managing HP's world wide color injet printer business. Organization: Total Quality Engineering, Inc Address: 15997 Grey Stone Rd, Poway CA 92064 Dates: 1991 -2014 Responsibilities: President. Developed and supported business planning software marketed to small and mid sized organizations. Currently retired. 3 of 62 July 18, 2023, Item #16 Education/ Training/ Certification: BSEE (1974) and MSEE (1978) San Diego State University Executive Program for Scientists and Engineers, University of California San Diego, 1988 Certified Quality Engineer and Manager, American Society for Quality, 1991 Examiner for the Baldridge Performance Excellence Award, 1991 Poway Community Leadership Institute, 2009 Please explain why you want to be appointed to City Council; a separate sheet may be attached. The primary reason I wish to be considered for this appointment is to assure that no one wanting to run for the 02 seat in 2024 will have the advantage of incumbency. That's because I will not run in that election! While I would only serve for less than two years, I don't intend to just keep the seat warm. I've been a Poway resident since 197 4. I voted for the city to incorporate. I've always paid attention to council decisions and attended many meetings or watched the video. Starting around 2008, it seemed that all decisions were "one-offs." It didn't seem like there was an over arching guiding plan. The General Plan was a good vision document, but it was old and needed updating. The hodgepodge growth of Poway Rd clearly supported the need for a new guiding plan. I ran unsuccessfully for a council seat in 201 0 with the condition of Poway Rd as my main issue. I was appointed to the Poway Road Ad Hoc Committee and was able to contribute to the new Poway Rd Specific Plan which will guide development along Poway Rd for decades to come (assuming that it's followed). I have provided input at council meetings on numerous subjects like human signs, video recording of council meetings, water conservation, affordable housing, Walmart expansion, Poway Rd, district elections, redistricting, and council appointments. I'm confident that I can get up to speed quickly and be an active partner working to keep Poway a great place to live, work, and play. Additional Information: Please provide any additional information you wish covering your qualifications, interests, community/ professional organizations or training related t o this appointment. My four children attended Poway schools and graduated from Poway HS. Three grandchildren now attend Tierra Bonita School. While my children were young, I was very much involved with youth sports. I volunteered as coach, referee, and served on multiple administrative boards. I scheduled games and coordinated fields and served as the president of the Presidio Soccer League which was the county-wide gaming organization for competitive soccer teams. The 2007 Witchcreek fire motivated me to get more involved from a public safety point of view. recognized that if you want to be involved during an emergency, you need to be involved before the emergency. I joined the Sheriff Senior Volunteer Patrol at the Poway Station. I served for over thirteen years. I was the patrol's Administrator for the last ten years of my over 7,000 hours of service. As the SVP Administrator, I formed a management team focused on patrol management, process documentation, You Are Not Alone program, recruiting, and training. We were able to grow the number of Poway volunteers from 34 to 52 members and establish a functional SVP unit operating out of the 4S Ranch Substation with another 9 members. In addition to my administrative duties, I continued to perform one patrol per week, support special events, and respond to after-hours call-outs. 4 of 62 July 18, 2023, Item #16 Education / Training / Certification: BSEE Northeastern University, Boston, MA -1982 Why I want to be appointed to the City Council: My wife and I moved to San Diego from Boston with our two young children in 1991 for an exciting new job opportunity. In our search for a home, we focused on Poway initially based on the reputation of PUSD, but were also attracted to the wealth of open space, hiking and horse trails, and the feeling of community. In March of 1992, we purchased the house we still live in today in Bridlewood Americana. We love Poway and have many fond memories of hikes, picnics, and parties at Lake Poway Park and music events at the PCPA and other venues around Poway. If appointed to the City Council, my goal is to work with the city to ensure that young families, like we were 30 years ago, also have an opportunity to enjoy the beauty and benefits of raising their families here. Professionally, I enjoyed a 40+ year career as an engineer. I did hardware design and software development, as well as project management and group leadership. I worked with critical capital equipment that was always in short supply. My role was to ensure availability and equitable sharing of these resources. I led teams that improved workflow and analyzed usage data to plan for new capital equipment purchases. I feel that my talents in this area as well as my ability to objectively study and research problems to find solutions could be useful to Poway should I be selected to serve on the council. I retired in 2018, and have become more involved in our community. I have regularly attended City Council meetings, and have spoken on agenda items that are of concern to my Poway friends and neighbors. Some of the areas I'm most interested in are water conservation and extending recycled water to the LMDs, public transportation and working with MTS to improve service in Poway, smart traffic signals to improve traffic flow on our busiest streets, and where and how we manage development to allow Poway to grow while maintaining the environment we all know and love. Additional Information (interests, community, organizations, volunteer activities) Interests and volunteer activities: • 10 years Toastmasters International (served in various Club, Area, and District Officer roles) • 6 years Tech volunteer, San Diego Indie Music Fest • 5 years PHS Grad Nite volunteer (1 year served as construction chairperson) • 4 years volunteering with PHS Choir and Theater groups with set construction at PCPA • 4 years volunteering with First Saturdays/ Help the the Homeless in downtown San Diego 7 of 62 July 18, 2023, Item #16 Education /Training/ Certification: University of Dayton I Dayton, OH BA, Communication Management Minors in English, Marketing, Psychology Cum laude Please explain why you want to be appointed to City Council; a separate sheet may be attached. As a resident of Poway for 24 years, raising two children with my husband, I have often jokingly referred to myself as a chronic volunteer. Leadership roles in Girl Scouts and on school PTA and Foundation boards expanded in scope and impact to serving on the board of my neighborhood's HOA, the GVCA, the Poway Chamber of Commerce and the Poway Unified School District Foundation. Through these various experiences, I have come to understand the myriad of issues facing the city-from water rates, safety, LMDs, and city ordinances to development and prop FF measures-as well as positive and exciting opportunities for the community. Over the last several years, I have also had the honor and privilege of meeting and interviewing many families, business owners and nonprofit leaders in the community and sharing their remarkable stories with the community each month. This unique opportunity has given me an even greater appreciation for the experiences, viewpoints and values of local residents, particularly in D2, and has affirmed a shared belief that Poway truly is a special place. Getting involved has never been a means to a specific end for me, but rather a way to give of my time, talent and treasure to help better an organization and those it serves. As a volunteer leader, I have always participated behind the scenes as a decision maker, a doer, a communicator, a collaborator. If appointed to fill the D2 City Council vacancy through 2024, I pledge to continue serving in a positive and effective way. My goal is to bring my collective experience, and love of this community, with me to serve in the best interests of all residents of Poway. ' Additional Information: Please provide any additional information you wish covering your qualifications, interests, community/ professional organizations ortraining related to this appointment. See attachment. 10 of 62 July 18, 2023, Item #16 ANITA EDMONDSON Application for Appointment to Fill District 2 Vacancy (attachment) 6-22-2023 Additional Information: Please provide any additional information you wish covering your qualifications, interest s, community/ professional organizations or training related to this appointment. POWAY CHAMBER OF COMMERCE Current member, previously served on Board of Directors representing GVCA Past Chair on Executive Committee, 2020-2023 Chair, 2019-2020 Chair Elect, 2019 Board member, 2015-2020 Chair, Government Affairs Committee Co-chair, 2023 Business Expo and Hiring Event Chair, Candidates Forums, 2014-2022 Committee participation: Street Fair, Marketing/Membership, Government Affairs Business Star Awards: Marketing Magic Award (nominated 2023) Marketing Magic Award (recipient 2021) Vern Marston Award (recipient 2019) GVCA (GREEN VALLEY CIVIC ASSOCIATION) Vice President, 2008-present Maintain awareness of proposed land-use developments, city code changes, city finances and policies and other local issues Foster communication with City Staff and Council members Keep members informed via newsletter, email, website and social media Periodically survey members on important issues Hold informational forums and candidate forums with City Council and School Board candidates Manage sponsorship with Poway High Grad Night and Poway OnStage Support student education programs at Abraxas Garden POWAY UNIFIED SCHOOL DISTRICT FOUNDATION Member, Board of Directors & Marketing Committee Member, 2018 -Present Providing direction and pro bono marketing-communications services and input to support the mission of the Foundation: To provide resources to support world-class learners in every classroom, in every school throughout the district, by partnering with industries and individuals to raise additional funds for enhanced programs that supplement the Poway Unified School District general fund. ADDITIONAL PREVIOUS VOLUNTEER ROLES: Summerfield Homeowners Association, Board Member, 2007-2011 Chaparral Elementary School PTA, Board Member Chaparral Elementary School Fou11dation, Board Member Bernardo Heights Middle School Fpundation, Boa rd Member Girl Scouts of America, Troop Leaqer 11 of 62 July 18, 2023, Item #16 Education/ Training / Certification: -Masters of Science, C::orporate•Finance & Investments (3.7GPA, Golden Key Honor Society) graduated in 2007 from Georgia State University -Bachelors of Aris & Science, International Business, Finance, and Western European Culture with French studies and study abroad program in France (3.4 GPA, National Dean's List Honor Roll) -Certified Public Accountant, licensed in CA since 2007 (also licensend in Illinois & Montana) -Chartered Global Management Accountant through the American Institute of CPAs -lntstltute of international research, studies of andvance fixed income investments -Amsterdan Instituted of Finance, studies on advanced corporate finance -Institute of Internal Auditors, studies In Internal audit & compliance -American Managment Association, studies in advance financial analysis Please explain why you want to be appointed t o City Council; a separate sheet may be attached. My objective in wanting to join the Poway City Council is simple: I want to keep Poway safe, clean, and one of CA's most livable and desirable towns. We have seen many towns and cities across CA be destroyed by poor political and fiscal management and Poway has done a great job to avoid these issues and my goal would be to help continue us on this path. I have no interest to run for an election or deal with the many challenges an election candiate faces. If I can however, be appointed to fill a short-term vacancy I would be proud to carry on the great work that has been done to keep our community safe and strong. My top three areas of importance are: 1) maintaining a sound and fiscal budget, 2) maintaining a strong fire and sheriff presense to keep our residents safe and protected, and 3) ensure our public infrastructure continues to be well-maintained to serve generations to come. I currently serve my communuty in the following roles: 1 )the Treasurer and Board member for th e Honorary Deputy Sheriffs' Association, 2) Board member of the Burn Institute of San Diego and Imperial Counties, 3) the San Diego Council on Literacy, 4) the Poway High School PTSA, School Site Council, Parent Oversight Committee, and Parent Safety Committee. I serve on all these boards/committees pro-bono as I truly believe I have a civic duty to give back to my communities to make them a better place for our future generations. I don't believe in grand slams but truly believe that base hits can will ball games and in each of my endeavors I aim for base hits. I applaud the City Council for what they have done with our community over the years and would be honored to be part of these efforts over the next roughly 15 months. I also commit that I have no interest or intention to run in the next election. I appreciate the Council's consideration and would welcome the opportunity to serve our great community. Sincerely, Matthew Ficco, CPA Additional Information: Please provide any additional information you wish covering your qualifica tions, interests, community/ professional organizations or training related to this appointment. Some of this has been mentioned above but I can re-iterate -Financial professional with intense knowledge of budgets, investments, and fiscal manangement -Active certified publice accountant licensed by CA, IL, & MT -Masters of Science degree in finance and investments -Bachelors Degree in international business, finance, and French Numerous post-grad courses of studies and certifications --Active community Board members with Honoary Deputy Sheriffs' Association (Treasurer), The Burn Institute of San Diego & Imperial County, the San County on Literacy -Built and continue to enhance the strong relationships Cal Coast has with the Deputy Sheriffs Association as well as the City of San Diego Fire Dept -Board member and treasurer for the Rancho Bernardo Youth Lacrosse League -Member of the Twin Peaks Middle School and Poway High Schools School Site Councils (which has budgetary responsibility), Parent Oversight Committees, Parent Safety Committees, and PTSAs General community advocate for the underserved/underrepresented and desire to help make our community safer and more enjoyable for all -White collar worker during the day but Powegian cowboy at heart! 14 of 62 July 18, 2023, Item #16 6/~U/l~, 1 U:5o AM 92064 01/21/2022 Voter Information Lookup ZIP Code Registered On Registered You have requested to be a Permanent Mail Ballot Voter You are currently registered REPUBLICAN Vote Centers There is no election information at this time. 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District Information FEDERAL COUNTY-WIDE OFFICES STATE COUNTY-WIDE OFFICES COUNTY-WIDE OFFICES 2021 48TH CONGRESSIONAL DIST 4TH BD OF EQUAL DIST 2021 40TH SENATORIAL DIST 2021 75TH ASSEMBLY DIST 2021 2ND SUPERVISORIAL DIST JO004 SUPERIOR COURT OF CALIFORNIA 2021 4TH CO BD OF EDUCATION POWAY 461100-463000 2022 POWAY -2ND CC PALOMAR COMM COLLEGE 2022 PALOMAR COMM COLL - 4 POWAY UNIFIED SCHL 2022 POWAY UNIFIED SCHL -E PALOMAR HEALTH SD CO WATER AUTHORITY CT -170.10 2022 PALOMAR HEALTH -5 2011 52ND CONGRESSIONAL DIST 2011 77TH ASSEMBLY DIST 2011 38TH SENATORIAL DIST 2011 2ND SUPERVISORIAL DIST 2011 4TH CO BD OF EDUCATION 2017 POWAY UNIFIED SCHL -E 2019 PALOMAR COMM COLL - 4 2017 POWAY -2ND CC 2019 PALOMAR HEALTH - 5 https://www.sdvote.com/contenVrov/en/voter-info-lookup.html 2/2 17 of 62 July 18, 2023, Item #16 Mobile Poway, California, USA Professional Experience Sep 2019 -California Coast Credit Union SAN DIEGO, CA Present Chief Fi11a11cial Ofjicer (member of executive 11u111ageme11t tea111) Apr 2018 - Sep 2019 Dec 2014 - Apr 2018 CalCoast Credit Union is a San Diego-based credit union with $2.6 billion in assets and 185,000 members (the 3rd largest credit union in San Diego county). I have overall leadership of the financial management and stewardship of the credit union and its members' assets. As the top financial leader, my core strategies are: • Lead-for-development an organization of30+ financial professionals of varying levels and backgrounds; • Collaborate with executive peers for the development and execution of short-and long-term strategies; • Safely navigate the credit union through the demanding and ever-changing state and federal regulatory environment; • Position the credit union's balance sheet and income statement for growth while being able to weather economic stonns; • Foster relationships with the board of directors to enable them the confidence and support they need to have full fiduciary oversight of the credit union; • Guide and mentor the future leaders of the credit union to carry on the legacy being created today. Cabrillo Credit Union SAN DIEGO, CA Chief Fimmcial Officer (111e111ber of executive 111mu1ge111e11t team) Cabrillo is a San Diego-based credit union with $350MM in assets and 25,000 members. Successfully executed two years ofan ambitious growth plan aiming for $500MM in assets by 2022. With overall ownership of the balance sheet and income statement I was able to restructure the credit union to allow it to grow its asset base from $275MM to $350MM and increase its net profit from $ l.0MM to $2.4MM in less than 12 months. Additional development and growth were achieved under my leadership as follows: • Reorganized and recruited the Finance team into distinct functions of FP&A, Treasury & Investments, Financial Accounting, Operational Accounting, & Tax given clear responsibilities and roles and developing cross-training and succession planning/growth opportunities for emerging leaders; • Increased the net yield of a $1 00MM fixed income investment portfolio from I .2% to 2.5% in less than 12 months (this 1.3% increase on a $100MM portfolio resulted in $1.3MM directly to the bottom line); • Developed and implemented new lending and investment products: o Government guaranteed loans, i.e. SBA, USDA, & FSA; o Whole loan purchase programs, i.e. residential mortgage & auto pools; o Indirect lending auto program; o Complete redesign and restructure of fixed income investment portfolio towards US Gov't Agencies, CMOs, & MBSs; • Developed a robust yet clear, concise, and easy to understand monthly Board reporting package (none existed previously; it drew huge praise from the Board members as they felt they finally could clearly and easily understand the fmancials); • Implemented Concur, an SAP expense management software, which has eased many process bottlenecks; • Implemented ProfitStars, a software for revenue, yield, and balance sheet analysis; • Redesigned the entire general ledger to accurately reflect the business and operations; • Led the collections and recoveries efforts and team; • Main point of contact for regulatory exams from California Department of Business Oversight (state) and the NCUA (federal) as well as the annual external financial audit and asset-liability analysis; • Actively engaged in the credit union professional networking scene; regularly attend trainings, seminars, conferences, luncheons, etc to stay abreast the environment; • Spearheaded the implementation of a credit union intemship program to assist young, college professionals looking to get a jump on their careers; • Started the San Diego CFO Breakfast Club; a monthly gathering of local CFOs to meet, network, and discuss shop on an infomrnl basis. RED SEA HOUSING GROUP DUBAI, UAE Director of Corporate Developme11t & lnvestol' Relations (member of executive ma11age111e11t team) Red Sea's long-term plan focused on developing its business verticals to position itself as the market leader in its sp.1ce across several geographies. 1 developed the Corporate Development function from scratch and led the group's overall Corporate Development initiatives. Demonstrated leadership achievements consist of: 18 of 62 July 18, 2023, Item #16 Oct 2011 • Dec 201 4 Aug 2009 • Sep 201 1 Matthew Ficco, CPA CGMA Poway, California, USA • Development of the group's inorganic growth strategy focused on specific sectors, industries, and geographies that complement the core service offerings; • Design and implement a systematic investment process structured around: Investment criteria, policies, and procedures; Deal sourcing and analysis; Detailed and stepped process for execution, due diligence, & Board approvals; Investment development and monitoring integration plans to include growth initiatives for each investment; Creation of Management Investment Committee to screen and approve/pass deals; • Screen and on-boarded professional advisors for transaction support; • Lead the entire deal cycle to include the management of in-house teams, external advisors, and counterparty teams; • Overall responsible to ensure investments are "packaged and presented" to internal approval teams with detailed analysis and support as needed; • ~ead executive to represent the group for negotiations with ex.tema! parties, sellers, sell-side advisors; • Create and manage the group's analytical support function; developed quarterly macroeconomic and competitor updates and subject-specific research reports as needed by the group's business units; • Recniit, develop, train, and mentor corporate development team. CONSTELLIS GROUP DUBAI, UAE Chief Fi111111cial Officer (member of executive ma11ageme11t te{l/11) I was responsible for supporting and developing a strong, dynamic, and professional finance organization, which in tum could support its main clients -Constellis Group and Edinburgh International. As a team, our goal was to support the company-wide operations in such a manner that it had a fl uid flow of the required financial infonnation and resources. We were continuously striving to im prove what we did in order to become as efficient as possible in supporting our clients and stakeholders. Constellis Group is a high-risk, private security risk management finn with logistic and construction capabilities serving the oil & gas industry, the US Government, and various other commercial and government entities throughout the Middle East and Africa. My leadership responsibilities consisted of: • Active member of the Executive Team and Board of Directors; • Led, mentored, guided, and enabled 30+ strong finance, IT, HR, and administrative professionals geographical dispersed aro und the Middle East and Africa; • Management responsibility for all finance, JT, HR, and administrative functions; • Implementation of the Group's ERP system; • Enhanced, standardized, and hannonized employee and consultant contracts company-wide while maintaining local law compliance; • Acting country manager for an African, joint-venture subsidiary; • Coordination and development of annual operating plans, which comprised of several business units, segregated geographic units, both wholly-owned and with joint-venture partners; • Creation and maintenance of monthly financial reports and Board packs including variance analysis, project reviews, as well as developing, monitoring, and tracking key business performance metrics; • Preparation and submission of monthly employee payroll tax returns and annual corporate tax. retums, and annual audits in seven separate and distinct emerging markets as well as US and UK returns; • Preparation & consolidation of financial results in accordance with both IFRS and US GAAP for 15 separate legal entities and rolled up into one consolidated set for onward submission to the US Group; • Treasury management including weekly cash flow forecasting, optimization of working capital, maintenance of various international banking lines-of-credit, LCs, bank guarantees, and dozens of globally dispersed bank accounts; • Development and coordination of M&A and JV activity (deal sourcing, analysis, structuring, negotiations, due diligence) to enhance the Group's corporate footprint; • CAPEX & investment budgeting and return analysis. EMIRATES NBD CAPITAL LIMITED DUBAI, UAE Vice Presille11t-Private Equity I led a team of six investment professionals, which was responsible for several strategic initiatives for the largest bank in the Middle East, Emirates NBD. Two of the main initiatives involved the research and setup of captive private equity funds: an infrastructure fund and a SME fund and the development of a boutique investment bank. Main responsibilities included fund structuring, capital raising, deal sourcing/pipeline building, investment analysis & execution, and portfolio management. Additionally, the team was engaged in various strategic projects in order to assist the Bank and 19 of 62 July 18, 2023, Item #16 Dec 2007 - Aug 2009 Dec 2006- Dec 2007 Matthew Ficco, CPA CGMA Poway, California, USA its various stakeholders with their value-creating/enhancing objectives. As such, I led several buy-side and sell-side corporate finance/M&A advisory initiatives both for the Bank and its clients. Main responsibilities consisted of: • Set up private equity funds: legal structuring, documentation drafting, capital raising/fund marketing, team recruiting; • Business development: outwardly and proactively source deals, both private equity and corporate finance; • Managed workflow of six investment professionals: ensure adequate staffing and skills sets tasked to each mandate; • Developed strategy and implementation plan and "way forward" for the platfom1 with senior executives; • Maintained relationships with investors and clients: main point-of-contact for key clients and deals; • Ensured deals were driven to the finish line: cradle-to-grave responsibility. ABU DHABl INVESTMENT COUNCIL ABU DHABI, UAE Private Equity Associate -Direct J1111e~'fme11ts Department Member of a seven-person private equity investment team responsible for investing an allocation of the Abu Dhabi government's surplus revenues. The team focused on the MENA region plus Turkey and maintained an opportunistic approach to sectors. Responsible for all aspects of the investment management process: deal origination, screening, due diligence, valuation, structuring, portfolio management, and exit. The team invested in well-established businesses with strong track records of profitability and market share. The team typically made significant minority equity investments between US$20MM - $ I 00MM in businesses with approximately US$50MM -$1,000MM in revenue and US$10MM-$200MM in EBITDA. Main responsibilities consisted of: • Pro-actively and outwardly source, qualify, and screen potential investment targets; • Interview various intem1ediaries: investment bankers, accountants, lawyers, consultants, etc. to screen non-solicited in-bound deal-flow; • Interview CEOs, CFOs, COOs, and other key managers of investment targets to understand their businesses; • Visit plants, factories, head offices, and other facilities of investment targets to further understand the operations; • Develop complex operational, financial, and valuation models; • Perform in-depth research of investment targets' industries, competitors, customers, vendors, etc. as part of economic and commercial due diligence; • Perform in-depth research and analysis of historical accounting results as part of financial due diligence; • Prepare investment-thesis write-ups in order to present investment opportunities to the Investment Committee; • Coordinate all transactional activities, which include fmancial and accounting due diligence; legal due diligence; development of asset purchase agreements and operating agreements; development of creditor and inter-creditor agreements; sourcing and installing new management (if necessary); and integration of acquisition into portfo lio; • Continue monitoring, guiding, and measuring portfolio companies; • Coordinate and execute investment exit strategies in order to maximize returns. SOUTHPOINTE VENTURES, LLC ATLANTA,GA Private Eqt1ity Associate Worked side-by-side with the firm-founding Managing Partner of a middle-market private equity investment fim1. Coordinated all aspects of the investment management process from deal origination to closing, portfolio management, and investment exits. The team invested in well-established manufacturing, distribution, and business services organizations located throughout the Southeast, United States. The team typically made control-position equity investments between US$1MM -$3MM in businesses with approximately US$10MM - $50MM in revenue and US$3MM -$5MM in EBITDA. Main responsibilities consisted of: • Strategically marketed the finn and investment team for business development purposes; • Actively sourced, qualified, and screened potential investment targets; • Interviewed the CEOs, CFOs, COOs, and other key managers of investment targets to understand their businesses; • Visited plants, factories, head offices, and other facilities of investment targets to further understand the operations; • Developed complex leveraged buyout models (LBO models) and discounted cash flow models (DCF models); • Perfom1ed in-depth research of investment targets' industries, competitors, customers, vendors, etc. as part of economic and commercial due diligence; • Perfom1ed in-depth research and analysis of historical accounting results as part of financial due diligence; • Authored Investment Memoranda (!Ms) for the purpose of attracting equity co-investment partners and debt capital (senior and mezzanine tranches); 20 of 62 July 18, 2023, Item #16 Aug 2004 - Dec 2006 Jan 2003 - Aug 2004 Matthew Ficco, CPA CGMA -Mobile Poway, California, USA • Coordinated all transactional activities, which included financial and accounting due diligence; legal due diligence; development of asset purchase agreements and operating agreements; development of creditor and inter-creditor agreements; sourcing and ins la I ling new management (if necessary); and integration of acquisition into portfolio; • Continued monitoring, guiding, and measuring portfolio companies; • Board of Directors participation and involvement; • Coordinated and executed investment exit strategies in order to maximize returns. UNITED TECHNOLOGIES CORPORATION Senior Financial Analyst-Global Finance ATLANTA,GA Promoted from within the organization to a newly created posilion within the Global Finance department; reported directly to the Chief Financial Officer. This role required extensive intemational travel and exposure to our global divisions throughout EMEA, South America, North America, and Asia. Responsibilities consisted of; • Developed, measured, and monitored key financial metrics such as: orders, sales, EBIT, ROS, working capital tumover, asset utilization, cash conversion cycle, & cash funding needs; • Analyzed and reported performance metrics of: inventory turnover, inventory quantities-on-hand, forecasted sales volumes, and budget performance analyses to senior managers for the global supply chain group; • Managed multiple new product & asset acquisition projects, i.e. cash-flow modeling, DCF, NPV, IRR models; • Perfonned free cash flow valuations & SWOT analyses for joint venture/acquisition targets; • Presented monthly results & analyses to senior managers; worked as business partner in the decision-making process; • Led UTC's continuous process improvement initiatives as a change-agent & cross-functional project team leader to improve intemal business processes; • Built, facilitated, & coached educational training programs for company associates & managers for process improvement/reengineering initiatives, i.e. process mapping, bottleneck analysis, project implementation, lean manufacturing. Se11ior Financial A11alyst -Nortl, America Highly engaged role encompassing all aspect of financial management for US$ I 00MM business unit (Onity) of US$50,000MM multinational conglomerate (UTC). Worked as the Director of Finance's right-hand confidant for all aspects of the company's financial undertakings. Responsibilities consisted of: • Developed annual budget for entire company consisting of 25 separate revenue and cost centers; • Forecasted monthly revenue, COGS, SG&A, and EB[T targets; • Perfonned journal entries and month-end closes; • Prepared monthly profit & loss statements, balance sheets, cash flow statements, and retained earnings statements; • Submitted monthly financial results to corporate headquarters (UTC); • Authored monthly management letter, which highlighted the business' perfom1ance and outlook for senior management; • Performed monthly actual-to-budget valiance analyses; • Maintained relationships with external banking entities for lines of credit, lockboxes, and other treasury functions; • Evaluated international transactions and engaged in forward & futures contracts to mitigate FX currency exposure; • Authored various company-wide policies and procedures. BAE SYSTEMS, INCORPORATED SAN DIEGO, CA Fi11a11cia/ Analyst-Mission S(}/utio11s Promoted from within the organization to the Financial Planning & Analysis group of a US$ l ,000MM sector. The sector consisted of three separate companies ranging from US$200MM -$500MM in annual revenue each and comprised of approximately 12 individual lines of business. Reported directly to the Manager of Sector Consolidation and worked extensively with the Vice President of Finance and the Director of Financial Planning. Responsibilities consisted of: • Fonnulated annual budget and long-term value plan; • Ensured financial salients ofEBIT, ROS, ROI, CAGR, and net cash were met each month; • Consolidated and reported monthly actual and forecasts for each line of business' budgeted targets; • Generated variance analyses of monthly actual results versus the annual budget of financial salients; • Set up and maintained budget and forecasting system; • Assisted in GIL inputs and maintenance; 21 of 62 July 18, 2023, Item #16 Jan 2002 - Dec 2002 Matthew Ficco CPA CGMA Poway, California, USA • Prepared management's monthly financial statements, operating statistics, and variance analyses; • Managed cash conversion cycle including forecasting and corporate reporting; • Assisted in forecasts of balance sheet, cash flow statement, and profit & loss accounts; • Administered Hyperion and Essbase -the budget and forecasting systems. Fill{111cial Analyst-Geospatial E.,;p/oratio11 Group Split role between the revenue management team for the U$1,000MM sector and the financial analysis team for a U$50MM individual line of business. Reported to the Manager of Revenue Management and the Manager of Finance. Responsibilities consisted of: • Accurately recognized and accrued revenue according to US GAAP; • Analyzed customers' contracts to ensure compliance with internal, government, and US GAAP regulations; • Produced monthly management status reports of actual results versus budget; • Forecasted cash receipts and facilitated collection; • Managed intra company sales and revenue reporting; • Prepared management reports for sales, cash forecast, FX position, and AIR status fo r monthly business review; • Continuously improved processes through research of current accepted business practices; • Authored various company-wide Finance policies; • Extensive work involving US GAAP and FASB e.g. SOP 97.2-Software revenue recognition. RESORT COMMUNICATIONS INTERNATIONAL, LLC SAN DIEGO, CA Corporate Accou11tr111t US$25MM resort management finn. Worked directly for Vice President of Finance. Managed all aspects of the accounting, cash management, and financial reporting for the resort rental division. Responsibilities included budget and variance analysis as well as the monthly preparation of financial statements and status reports for senior management. Assisted heavily in the daily maintenance of the GIL. 22 of 62 July 18, 2023, Item #16 Education/ Training/ Certification: University of Colorado, Boulder BS Business Administration, Transportation and Distribution Management San Diego State University, Certificate of Accountancy College for Financial Planning -Graduate Level work that led to CFP Certfication Please explain why you want to be appointed to City Council; a separate sheet may be attached. As one not likely to run a campaign for office, I feel that this would be a unique opportunity for me to serve on City Council. Most board positions that I have held were a result of others approching me to serve, rather than me seeking a seat. I have a long history of community involvement. I tend to listen much more than I speak and try to consider a broad range of ideas and input to form a balanced view before making important decisions. Right now I have the time to devote to city matters as my business is mature and does not require an excessive amount of my time. My kids are grown and I still have the energy to be productive! I have no conflicts of interests that hold me captive to any special interest groups or individuals -actual or perceived. Integrity and trustworthliness are extemely important to me in my personal and professional life. Given the relatively short-term nature of this appointment, with my experience I feel that I can quickly get up to speed on council matters to properly represent District 2 as well as the City as a whole. Additional Information: Please provide any additional information you wish covering your qualifications, interests, community/ professional organizations or training related to this appointment. Poway CERT 20f8-Present Poway Parks and Rec Advisory Committee 2021-2023 Poway Budget Review Committee 2017-2019 Poway Valley Senior Center -Treasurer 2012-2016 26 of 62 July 18, 2023, Item #16 Education /Training/ Certification: Boston University -BA in International Relations Vanderbilt University -MBA in Finance US Army Command and General Staff College Please explain why you want to be appointed to City Council; a separate sheet may be attached. Please see attached sheet Additional Information: Please provide any additional information you wish coveringyourqualifications, interests, community/ professional organizations ortraining related to this appointment. Appointed to Poway Budget Review Committee in 2023 29 of 62 July 18, 2023, Item #16 Mayor Vaus and Poway City Council Members- I am writi ng to advocate for an appointment to Poway's District 2 Council Seat. There are several reasons why I would like to be considered to represent the citizens of Poway. As the son of a Korean immigrant, I have always had the heart to serve others and give back to this amazing country that has provided so many opportunities for me and my family. At a young age, I was commissioned as an active-duty Army tank officer and still serve in the Army Reserve as a Battalion Commander in the rank of lieutenant colonel, leading over 500 soldiers. My service over the last 26 years has taken me to 2 different combat zones and earned me a Combat Action Badge in Afghanistan. These experiences taught me a valuable lesson about servant leadership. True leaders know that servant leadership is the only way to lead. This foundational mindset will hopefully allow me to be an effective representative for the citizens of Poway. In addition, I believe my background as a finance manager and recruiting director developed a strong conviction for financial responsibility and an ability to think critically about any issue. These traits will allow me to immediately add value to any items brought for consideration by the council. I've had the privilege to lead teams for some of the most well-run companies in the world. My first role after active-duty military service was at the Intel Corporation as a finance manager. I then led a recruiting team at Amazon in Seattle and then was recruited to San Diego as a recru iting leader for Northrop Grumman. I currently work as a Recruiting Director for Samsara, a hyper- growth software company that recently went through the IPO process. I hope my experiences over the last 20 years at these world-class organizations will allow met¢ immediately add valu e to the city council as we think through some pressing and challenging issues. My family and I are intimately involved in the community and love living in Poway! Both of my children attend Twin Peaks Middle School. Joshua (14) has been involved wi}~ Poway's nationally recognized wrestling program for over 5 years. Emma (12) was recently recognized as Ms. Junior Teen Poway as part of the Kiwanis Scholarship Pageant. Moreover, I was recently appointed to Poway's budget review council and thoroughly enjoyed learning about the city's finances and budgetary planning cycle. In summary, I am extremely grateful for the opportunity to be considered for an appointment to the Poway City Council. I am committed to working with the Council and the constituents of Poway to keep our city one of the safest cities in California and continuing with the common-sense policies that make Poway the best place to live in San Diego County. Moreover, it would bring my family a special sense of pride to be the first Asian American cou ncil member in Poway's history. Sincerely, Rob Polston 31 of 62 July 18, 2023, Item #16 Robe11 B. Polston Page 2 I NTEL CORPORATION Manager, US Diversity Sta.ffing -Global Talent Acquisition, Chandler, AZ 2008 -2015 • Manager for Intel's initiative to develop an industry-leading Military Veteran and Disability hiring program encompassing Internal employee veteran programs, Sourcing and hiring strategy, Integration, and onboarding, and Federal compliance • Recognized with the following awards within 12 months of implementing a military veteran sourcing program: GI Jobs Top 100 Military Friendly Employer, Civilianjobs.Com Most Valuable Employer for Military, and the Military Times "Best For Vets" Employer List • In the first year of the program, decreased veteran cost per hire by 87% over the previous year and increased military veteran employee self-identification by over 30% Finance Manager -Globctl Non-Production Materials Group, Chandler, AZ 2007 -2008 • Responsible for leading a team of seven finance analysts. Prima1y oversight for design and procurement activities for Human Resources, Corporate Travel, Marketing, and IT groups totaling $6.6B in annual spending • Developed a strategic affordability model that provides a framework to pursue spending reduction projects and allows the group to align department spending to corporate benchmarks. This effort resulted in a plan to reduce non-production spending by $1.4B (25%) over a 5-year horizon • Influenced director-level management and drove the adoption of Strategic Sourcing Plans across commodity groups to ensure enforceable and measurable commodity strategies, focusing on gaining maximum leverage prior to negotiating key contracts Senior Financial Specialist -Global Bene.fits Group, Chandler, AZ 2004 -2007 • Lead financial specialist for HR and Corporate Travel groups responsible for global procurement and sourcing activities totaling$ lB in annual spending • Developed a breakthrough financial incentive program for self-funded healthcare suppliers, including Cigna, United, and Anthem. Resulted in $36M in annual healthcare savings • Finance lead for a team that drove a multi-site and cross-functional proposal to streamline overtime costs. This effo1t resulted in a cost savings of over $25M and the implementation of a new business practice for Intel's factories worldwide. ARMY OFFICER, LIEUTENANT COLONEL Battalion Commander -41911' Combat Sustainment Support Battalion (Not on Active Du~1,J 2011 -2012 • Command a battalion of six companies and over 500 officers, NCOs, and soldiers located in Orange and San Diego counties. Multi-Functional Logistician -82"d Airbome Division (Active Duty) 2011-2012 • Served as Joint Logistics Officer for Regional Command (South), Afghanistan -Operation Enduring Freedom Tank/Armor Officer -1ST CavabJ' Division -Fort Hood, 1X (Active Duty) 1997 -2001 • Served as a Tank Platoon Leader, Tank Company Executive Officer, and Strategic Plans Officer • Deployed as a NA TO peacekeeper to Bosnia-Herzegovina -Operation Joint Forge Education & Pr ofessional Developm ent • Vanderbilt University-Nashville, TN -MBA -Finance (2003) • Boston University-Boston, MA -BA -International Relations (1997), cum laude Awards • Represented Intel at the closing ceremony of the NASDAQ stock exchange on Veterans Day 2013 Additional • AIRS Elite Ce1tified Recmitment Expe1t (ECRE) 33 of 62 July 18, 2023, Item #16 ~gucatio~ /Training/ Certification: See attached Resume Please explain why you want to be appointed to City Council; a separate sheet may be attached. It has always been a goal of mine to get involved with City of Poway's City Council. Now that my children have grown up, that time has come. My husband and I have been watching council meetings online. We love watching our city politics at work. We appreciate the community discourse and the respect that current Council shows to the people of Poway. Please see attached Cover Letter and Resume for details. Additional Information: Please provide any additional information you wish coveringyourqualifications, interests, community/ professional organizations ortraining related to this appointment. --- Please see attached Resume. Thank you. 35 of 62 July 18, 2023, Item #16 Education/ Training/ Certification: Masters in Business Administration -Marketing & Supply Chain, University of San Diego, 1996 Bachelors of Science Business Administration, Salem State University, Salem, MA 1976 Please explain why you want to be appointed to City Council; a separate sheet may be attached. This year, we celebrate being 30 year residents of the wonderful city of Poway. We moved to Poway in 1993 from a very similar style city in Roseville CA. We've made this our home and raised our family here. All three of our adult children were educated in the PowaY, USO school system (Chaparral elementary school, Twin Peaks middle school and Poway High schoo~. We are pleased and proud of the education they received and the foundation Poway provided -each successful in their post college adult lives. Our children were active in sports, music, robotics and activities that introduced me to many parents, teachers and residents of Poway. We've made life long friends with many in our community. We are also active in the horse community in South Poway. Many of the reasons we selected Poway are still in place to this day even as the city has grown from ~40,000 to ~49,000. We enjoy the small town spirit coupled with a professionalism in the operation of the City. I've interacted with many people in City Hall through the years from Community Services, Development Services to Public Works. In each instance, I witnessed a level of professionalism, courtesy, and a true desire to help. Now that I am retired from work, I am at a point in my life where I want to give back to the City in the Country: I believe I can bring a great deal to help the city strategize, and execute its plans and mission. welcome any questions and the opportunity to serve our great city; it would be an honor to help. Additional Information: Please provide any additional information you wish covering your qualifications, interests, community/ professional organizations ortraining related to this appointment. take great pride in the city I am happy to call home. Through the years, I've been involved and engaged n school programs, coached sports, provided time and resources to various activities be it help with school events, serve as team photographer, or just as a fan in the stands for Poway sports. Previously served on the Lomas Verde Estates HOA Board for 2 years Gurrently on the HP retiree club board of directors (ClubHPSoCal) 40 of 62 July 18, 2023, Item #16 From:Rick Zampell To:Carrie Gallagher Cc:Rick Zampell Subject:Re: City Council District 2 Application Submission Follow-Up Date:Thursday, July 6, 2023 10:41:37 AM Attachments:Rick Zampell resume May 2022.pdf You don't often get email from rick.zampell@gmail.com. Learn why this is important EXTERNAL EMAIL Hello Ms. Gallagher, I thought you might appreciate having a copy of my most recent resume for inclusion with my application. It may help provide a little extra insight into my work history. Would you be able to add this to my application? Thanks in advance for your help. Kind regards,Rick Rick Zampell ATTACHMENT B I 42 of 62 July 18, 2023, Item #16 RICK ZAMPELL rick.zampell@gmail.com San Diego, CA www.linkedin.com/in/rickzampell 858-395-5195 MARKETING, SALES AND BUSINESS MANAGEMENT LEADER A passionate and persevering executive with a proven track record in creating and scaling new businesses, solutions, and products to deliver results. Leverages insightful strategic planning, channel expertise, and operational execution skills with a strong appreciation for end-to-end business management to consistently achieve results. Notable creativity in problem solving and approach to customer challenges. Marketing & Sales Operations & General Management • Executive & Channel Relationships • Business Creation, sell-in • Channel Programs & Sales • Strategic Planning • Product Line Management • Deal Shaping PROFESSIONAL EXPERIENCE iCIMS CORPORATION, Talent Acquisition Software, Holmdel, NJ 2019- 2020 Vice President, GTM Strategy • Reported to Chief Revenue Officer responsible for Global Sales, Customer Service & Rev Operations. • Led integrated team of sales operations, services operations and revenue enablement in providing the telemetry along the customer journey. • Defined and built the annual strategies and plans for each department across Sales, Service & Support. • Co-developed and deployed a set of connected cadence events to provide the forums and information needed for real-time decision making. • Drove the annual Revenue Kick-off event across Sales, Service & Support. • Assisted the leadership team to develop the master "Revenue Storyline" and Plans used for Sales, Service & Support in pursuit of growth. This position also serves as the Chief of Staff to the CRO. NUANCE CORPORATION, Document Imaging Global Sales, Fort Lauderdale, FL 2017- 2018 Vice President, GTM Strategy • Reported to SVP of Global Sales & Partner Alliance organization. • Assisted Global Sales SVP to achieve Sales Plan goals throughout year. • Co-led development of global Sales strategy and plans, including cadence and metrics. • Drove creation of annual sales plan and strategy development with each Geo leader. • Interim Global Alliances team manager, assessed function, talent, and depth of partnerships. • Streamlined and re-organized Alliances, 50% reduction in costs, reset linkages with Sales • Defined the GTM value chain and metrics. • Lead reset of Sales Training & Enablement function for quota carrying sales people. • Defined channel outreach investigation and executive presentation of key insights. • Led market sizing to quota process resulting in fact based sales opportunities by country. • Led cross-organizational business planning for segment of product line. Page 1 43 of 62 July 18, 2023, Item #16 Marketing, Sales and Operations Consultant, San Diego, CA 2016-2017 • Assessed and proposed revised strategy and business plan for local nutraceuticals business. • Analyzed market dynamics and created business plan draft for new manufacturing on-shoring business model and advisory firm. • Career coaching and mentoring for various professionals. SYMANTEC CORPORATION, Global Sales and Marketing Operations, Mountain View, CA 2013-2015 Senior Director, Global Business Operations Deliver a single, globally unifying set of processes, infrastructure, services and capabilities. • Delivered $12M in overhead savings thru the definition and creation of the Global Shared Resources Center; migrated global, geographic and regional functions to this 100-person team in Pune, India. • Achieved $8M savings by driving reductions in IT footprint, eliminating redundant systems and tools. • Led a five-department, 90-person process, systems, and reporting team that delivered a unified approach toward global Sales processes, infrastructure and services. • Defined global end-to-end Enterprise Selling Methodology, delivering new account planning and intelligence, standard dashboards via an agile development model. • Key executive liaison in a collaborative partnership with SalesForce.com. • Key contributor on marketing automation leadership team consolidating to one Oracle platform. • Executed the separation of people, processes and systems in advance of a company divestiture. HEWLETT-PACKARD COMPANY, Imaging and Printing Group, San Diego, CA 1994-2012 Director, Americas Category Channel Marketing and Sales (2011-2012) P&L, Category Marketing, Sales and Channel Programs, Americas Printing Media Business. • Increased category market share (+4 ppts), and reversed revenue decline thru revised promotional strategy for this $300M+ high-margin printing supplies product line. • Integrated a new third-party sales agent model focused on adding new ($100M) revenue stream. • Revised core strategy and established growth objectives that achieved gross margin goal. • Drove cohesive strategy and execution, strengthened team dynamics across all outbound activities as part of managing the P&L, category marketing and channel programs throughout the Americas. Global Marketing Product Line Manager, Small Medium Business (SMB) Web Services (2008 – 2011) Lead Product Line strategy, plans, and financials for Web Services for SMB Printer Customers. • Created and delivered HP’s worldwide strategy maintaining print relevance based on web services. • Recruited and lead a dedicated Marketing Team including Product Management and Marketing. • Delivered HP’s first integrated web, hardware and software solutions, including a series of third-party cloud-based imaging and printing applications tuned to small- medium size business customers. • Created SMB user-experience use cases, sales tools and integrated storyboard that brought the customer to life. Established and delivered go-to-market strategy. • Provided consulting services to HP’s cloud-based Web Publishing Service; rewrote the business plan. Rick Zampell 858-395-5195 Page 2 44 of 62 July 18, 2023, Item #16 Director, U.S. Channel Strategic Alliances / SMB Sales Manager (2006 – 2008) Provide strategic account transformation and leadership with largest channel partner in the Americas. • Achieved revenue growth goals (+15%), increased share (+9 ppts) in all channels for this $2B+ account. • Led quarterly C-level progress reviews to ensure success and increased executive discussion as part of delivering on a joint company Strategic Agreement with one of HP’s largest resellers. Drove the transformation to a strategic selling approach across multiple selling motions – retail, contract, web. • Co-led creation and execution of three-year strategy, roadmap, and marketing plans that met aggressive sales growth goals. Created co-marketing programs and joint CRM approach. • Sold-in new products, led the reset of the retail plan-o-gram, on-line presence and catalog treatment. Launched new creative materials (TV, radio, print) and achieved unit growth goals. • Re-engineered retail, web and catalog window planning and merchandising to achieve peak share performance and increased ROI. • Conceived of, developed, and facilitated holistic strategy workshops focused on transformation of sales and share management resulting in increased ROI. Global Director, IPG Consumer Accessories Business (1999 – 2006) • Researched, analyzed, proposed and ramped business from zero to $100M+ per year. • Successfully introduced 90 new consumer packaged goods products using appropriate business models and development techniques including Outsourced Design, OEM. Global Marketing Product Line Manager, Inkjet Media for Digital Photography (1994 – 1999) • Successfully introduced two new product categories and ramped 40 highly profitable products yielding in excess of $100M per year in revenue. Achieved #1 market share in targeted categories. • Defined and built high margin consumer packaged goods supplies product line focused on emerging digital photography category. ADDITIONAL PROFESSIONAL EXPERIENCE • Procurement Section Manager Hewlett Packard, San Diego, CA • Manufacturing Services Section Manager Hewlett Packard, Sunnyvale, CA • Post Production Manufacturing Manager Hewlett Packard, Roseville, CA • Procurement Supervisor Hewlett Packard, Roseville, CA • Manufacturing Systems, Planning and Scheduling Manager Hewlett Packard, Roseville, CA • Production Control Shop Scheduler Hewlett Packard, Andover, MA • Shipping Supervisor and Traffic Manager Hewlett Packard, Waltham, MA EDUCATION Masters in Business Administration (emphasis in Marketing and Supply Chain), UNIVERSITY of SAN DIEGO, SCHOOL of BUSINESS ADMINISTRATION, San Diego, CA Bachelor of Science, Business Administration, SALEM STATE UNIVERSITY, Salem, MA Rick Zampell 858-395-5195 Page 3 45 of 62 July 18, 2023, Item #16 From:chernandezsd@cox.net To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff; City Clerk Subject:D2 Council Seat Date:Tuesday, July 4, 2023 12:15:54 PM Importance:High Some people who received this message don't often get email from chernandezsd@cox.net. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council Members, We are Poway District 2 residents, and we are recommending you appoint Carl Browning for the open City Council seat. We’ve known Carl for several years through community activities. We feel he would be an excellent City Council member and would represent District 2 effectively. Carl is involved, thoughtful, and cares about people in our community. He knows our district and our city. We trust him to make good choices in moving Poway forward. Sincerely, Carla Hernandez and Alexander Chucholowski, Poway District 2 Residents 12937 Camino del Valle 46 of 62 July 18, 2023, Item #16 From:Deborah Chiang To:Steve Vaus; Brian Pepin; City Clerk; efrank@poway.org; Peter De Hoff Subject:Appointment for Council District 2, Carl Browning Date:Sunday, July 2, 2023 11:47:37 AM [Some people who received this message don't often get email from ret1stgrade@outlook.com. Learn why this is important at https://aka.ms/LearnAboutSenderIdentification ] EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I am a resident of Poway District 2 and I would like to recommend that you appoint Carl Browning to the open City Council seat. I have known Carl for over 30 years. I first met him when he moved into our Bridlewood neighborhood. He is a good neighbor, always ready to help on any project. His engineering background, “can do attitude” and logical thinking will be an asset on the city council. His family is very involved in our community, often hosting small musical nights that we enjoy attending. I highly recommend appointing Carl to the open seat as he will represent our district well. I trust him to make thoughtful decisions on behalf of all citizens in our community. Thank you for considering Carl Browning, Debbie Chiang 14057 High Sierra Road Poway, CA 47 of 62 July 18, 2023, Item #16 From:Janet Warren To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff; City Clerk Cc:Janet Warren Subject:D2 City Council Seat Date:Wednesday, July 5, 2023 9:30:45 AM You don't often get email from janetlwarren@yahoo.com. Learn why this is important EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I am a Poway District 2 resident and have heard the Poway City Council will beappointing a new councilmember to represent us. I have heard Carl Browning is applying for this open seat and believe he would be an excellent Council Member. I have recently met and observed Carl Browning at a social gathering and believe that he cares deeply about the people in our community as evidenced by his willingness to become a City Council member. Clearly, his experience as a long-time resident of District 2 and the City of Poway would contribute significantly to decisions of importance facing the Council regarding the future of Poway. I recommend the Council accept Carl's application for this seat and make this appointment as soon as possible. Sincerely, Janet Warren 14565 Budwin Lane Poway, CA 92064 I 48 of 62 July 18, 2023, Item #16 From:Kevin Juza To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff Cc:City Clerk Subject:Appointment Recommendation for City Council District 2 Seat Date:Monday, July 3, 2023 11:03:11 AM Some people who received this message don't often get email from kevinjuza@gmail.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I am a Poway resident, and I recommend you appoint Carl Browning for the open City Council seat in District 2. I have known Carl for the past couple of years. He lives in the Bridlewood area, and his kidsattended Poway High. He is a long-time resident committed to being helpful and open to supporting the community. I appreciate Carl's ability to listen to all sides of the situation and isfair and thoughtful in his comments. He would compliment the City Council on the issues they are facing. Thank you for considering my recommendation of Carl Browning for the open City Councilseat in District 2. Sincerely, Kevin Kevin Juza858.213.5680 14701 Fieldivew WayPoway, CA 92064 1- 49 of 62 July 18, 2023, Item #16 From:LMaletz To:Steve Vaus; efrank@poway.org; Peter De Hoff; Brian Pepin Cc:City Clerk Subject:Open City Council Seat Date:Tuesday, July 4, 2023 4:01:06 PM Some people who received this message don't often get email from lmaletz1@san.rr.com. Learn why this isimportant EXTERNAL EMAIL Poway City Council 13325 Civic Center Drive Poway, CA 92064 July 4, 2023 Subject: Letter of Support for the Appointment of Carl Browning to the Poway City Council Seat Dear Mayor Vaus and Members of the Poway City Council, I am a Poway District 2 resident writing to express my enthusiastic support for the appointment of my neighbor, Carl Browning, to the open Poway City Council seat. Over the past three decades, I have had the pleasure of knowing Carl as a close friend and a dedicated parent. Our children attended Poway schools together, which provided us with ample opportunities to witness Carl's outstanding qualities and unwavering commitment to our community. Throughout the years, I have seen Carl exhibit genuine care and responsibility in every aspect of his life. As a parent, he actively engaged in the education and well-being of our children. Carl consistently demonstrated his dedication by actively participating in school events, volunteering his time and expertise, and fostering a supportive environment for all students. One of Carl's most commendable attributes is his active listening skills and trustworthiness. He has an innate ability to lend an empathetic ear and truly understand the concerns and perspectives of others. This genuine interest in the well-being of our community, coupled with his thoughtful decision-making, makes him an ideal candidate for the Poway City Council. I wholeheartedly believe that Carl Browning would make a fine council member. His caring nature, combined with his strong sense of responsibility, will ensure that he approaches the position with the utmost dedication and integrity. Carl's deep understanding of the needs and aspirations of our community, acquired through his active involvement as a parent and his deep roots in Poway, make him uniquely qualified for this role. I kindly request the Poway City Council to consider Carl Browning's appointment to the vacant City Council seat. I have no doubt that his compassionate, responsible, and trustworthy demeanor will enable him to represent our community's interests effectively. Thank you for your time and careful consideration. I am confident that appointing Carl Browning to the Poway City Council would be a decision that benefits our community. Please do not hesitate to contact me if you require any additional information. Sincerely, Louis Maletz Louis Maletz, MD Poway Resident 50 of 62 July 18, 2023, Item #16 From:Marion Von Ehrenstein-Smith To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff; City Clerk Subject:Appointment for Council District 2 Date:Tuesday, July 4, 2023 11:01:37 AM [Some people who received this message don't often get email from hobar@cox.net. Learn why this is important at https://aka.ms/LearnAboutSenderIdentification ] EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I am a Poway resident and property owner and am recommending you appoint Carl Browning for the open City Council seat. I’ve been a teacher at PHS for more than two decades and I have interacted with Carl over my years at PHS. Our kids attended Poway High and had many of the same teachers. Carl is known for his good advice and follow-through. With knowledge from his engineering background, he has helped many with aspects of home ownership. Also, he and his wife, Esta, often volunteered at PHS, where I met him, supporting the kids and parent groups. (Grad Nite construction chairperson.) Carl is involved, thoughtful, and cares about people in our community. He’s good at working with people and he cares about getting things right. I highly recommend Carl for this job. I trust him to make good choices in moving Poway forward. Sincerely, Marion von Ehrenstein-Smith (Poway Resident) 51 of 62 July 18, 2023, Item #16 From:Bill Foote To:Steve Vaus; efrank@poway.org; Brian Pepin; Peter De Hoff; City Clerk Cc:"Bill Foote" Subject:Appointment to Poway City Council District 2 Date:Wednesday, July 5, 2023 12:07:35 PM Some people who received this message don't often get email from bfoote@visionmetrics.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I am a long-time Poway resident, and I am writing is support of the appointment Carl Browning to the open District 2 Council seat. Although I do not reside in District 2, every council seat affects all of Poway, and I feel Carl Browning would serve all of Poway well. I have known Carl for nearly 30 years, initially through work relationships and subsequently as neighbors and friends. I have always found Carl to be insightful, thoughtful, and dependable. He has always demonstrated great awareness and concern for issues facing Poway, and has always been involved in his community. I know Carl would serve all Poway residents well as District 2 Council Member. Sincerely, Bill Foote 12545 McFeron Rd. Poway, CA 92064 858-413-5394 52 of 62 July 18, 2023, Item #16 From:Rose Maligat To:Steve Vaus; efrank@poway.org; Brian Pepin; Peter De Hoff Cc:City Clerk Subject:Appointment for Council District 2 Date:Wednesday, July 5, 2023 3:46:12 PM Some people who received this message don't often get email from rmclementson@gmail.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Members of the City Council, My name is Rose Maligat and I have been a Poway resident since 1985. I am also an active Poway voter. Due to a vacancy in the District 2 city council member position, I have heard that the city council will be appointing someone soon. I am strongly recommending Carl Browning to take this seat. I have known Carl since 1998 and he has proven himself to be a caring and conscientious individual with a practical and analytical mind. I met Carl through his volunteering efforts at Poway High School and was impressed with his strong work ethic and dedication. He continued to volunteer at Poway High long after his children had graduated. We have remained in touch and I have attended gatherings at his house for non-profit events and other fundraisers. These events are always wonderfully organized and very popular. Carl is an honest man with strong morals and integrity. He is dedicated to the city of Poway and I cannot imagine anyone more suited to fill this position. Sincerely, Rose Maligat Poway Resident 1- 53 of 62 July 18, 2023, Item #16 From:hcollins1@san.rr.com To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff; City Clerk Subject:Appointment for Council District 2 Date:Thursday, July 6, 2023 4:20:22 PM Some people who received this message don't often get email from hcollins1@san.rr.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council Members, The Collins Family has resided in Council District 2 for thirty three years. We love this area of Poway due to its many amenities. However, the area has rapidly changed with the construction and development of the Farm community. Now more than ever, we need a council member that will truly represent us. There will be many candidates that seek the current vacancy. We would like to recommend Carl Browning for your consideration. He is a team player that has a very thorough knowledge about District 2. We have listen to many of his presentations at council meetings on City and District issues and found them to be quite insightful to problem solving the issue. We believe Carl Browning has all the qualifications and personal qualities to represent District 2 on the council. Above all, he would be effective in representing all segments of our important district. Thank you, The Collins Family 16886 Saint Andrew Drive Poway, CA 92064 54 of 62 July 18, 2023, Item #16 From:Renee Edwards To:City Clerk; Steve Vaus; efrank@poway.org; Brian Pepin; Peter De Hoff Subject:Appointment for Council District 2 Date:Thursday, July 6, 2023 10:12:07 PM [Some people who received this message don't often get email from reneebedwards@gmail.com. Learn why this is important at https://aka.ms/LearnAboutSenderIdentification ] EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I’ve lived in Poway's District 2 for over 20 years and I met Carl Browning through our mutual interest in music. He worked in the high tech industry with my husband for many years. They often would carpool to their Sorrento Valley office. I’ve attended several gatherings, hosted by the Brownings, including house concerts and non-profit fundraising events. They are always well-organized and well-attended. Carl is an excellent collaborator, who listens carefully and makes useful, practical, and creative suggestions. He pays incredible attention to detail and has an ability to make everyone feel valued. I’ve heard Carl is applying for the open District 2 Poway City Council seat. He’s good at working with people and he cares about getting things right. I highly recommend Carl for this job. Thank you, Renee Edwards 12809 Pinefield Road 55 of 62 July 18, 2023, Item #16 From:Cora Bagley To:Brian Pepin; City Clerk; efrank@poway.org; Peter De Hoff; Steve Vaus Subject:Appointment for Council District 2 - Carl Browning Date:Friday, July 7, 2023 1:56:01 PM Some people who received this message don't often get email from cora.bagley@gmail.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council Members, I am a Poway District 2 resident and am recommending Carl Browning for the open City Council seat. I’ve known Carl for many years. He’s a neighbor in our Bridlewood area. Carl is very concerned with the progress and improvements of our district. He has an engineering background which would serve him and the city well in analyzing any potential municipal projects. Carl is involved, dependable, thoughtful, and cares about people in our community. He knows our neighborhood and our city. In my opinion Carl is a great candidate for the open Council position. Thank you for your consideration. Cora Bagley 16439 Bridlewood Road Poway 1- 56 of 62 July 18, 2023, Item #16 From:Audrey Schwartz To:Steve Vaus; efrank@poway.org; Brian Pepin; Peter De Hoff Cc:City Clerk Subject:Appointment for Council District 2 Date:Sunday, July 9, 2023 11:28:04 AM Some people who received this message don't often get email from audreyjunes@gmail.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council Members, We are Poway District 2 residents and have lived in our home on Bridlewood Road for 29 years. Carl Browning and his wife Esta are neighbors of ours on Bridlewood Road and werealready living here when we moved into our home. They've always been friendly and caring neighbors, and we'll never forget how welcoming they were when we first moved in. Theirwonderful daughter Emily came to our door, introduced herself and became our young daughters' babysitter. Carl and Esta care deeply about our Poway community and have volunteered numerous hoursto our schools and local non-profits. Carl is kind, compassionate and dependable and would be an excellent choice for the open Poway City Council seat. We trust that Carl would be a goodlistener and would make well thought out recommendations for the good of our city. We highly recommend Carl for the job. Thank you, Audrey & Ross Schwartz16457 Bridlewood Road Poway 92064 1- 57 of 62 July 18, 2023, Item #16 From:Jill Morgan To:Steve Vaus; Caylin Frank; Brian Pepin; City Clerk Subject:Recommendation for open city council seat Date:Sunday, July 9, 2023 12:02:11 PM Some people who received this message don't often get email from jmorgan005@san.rr.com. Learn why this isimportant EXTERNAL EMAIL Dear Mayor Vaus and Council members, Good Afternoon, Our names are Jerry and Jill Morgan and we have lived in District 2 for 37 years. We would like to recommend Carl Browning for the open City Council seat. Carl has been our neighbor for the past 30 years. He and his wife, Esta, have hosted many neighborhood events and brought our neighbors together. He is always welcoming and a community leader with extensive knowledge of our desires for our community. We feel strongly that we need someone like Carl to represent people in our community area with the knowledge and willingness to serve all those that live in Poway. Sincerely, Jerry and Jill Morgan 16450 Bridlewood Rd. 58 of 62 July 18, 2023, Item #16 From:Diane Foote To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff Cc:City Clerk Subject:Recommendation for Carl Browning for City Council - District 2 Date:Monday, July 10, 2023 10:56:54 AM Some people who received this message don't often get email from diane.neliusfoote@gmail.com. Learn why thisis important EXTERNAL EMAIL Dear Poway City Council members: Cailyn Frank, Brian Pepin, Peter De Hoff, and Mayor Vaus, I’ve lived in the Poway community for 33 years. Some of you may know me through my participation in the Poway Community Leadership Institute (PCLI), work at City Hall, and membership on the Poway Road Corridor Study/Specific Plan committee. I know the caliber of the people that work for and lead our city. I am writing to you because the City Council will be appointing a replacement council member inDistrict 2. I highly recommend Carl Browning for this appointment. I have known Carl for over 25 years. We worked together at technology companies throughout the 1990s and 2000’s and because he was so great to work with, we’ve been friends since then. The attributes that made Carl a wonderful co-worker will make him an effective council member. Helistens and evaluates situations from multiple viewpoints in order to find the best solution. He iscurious, intelligent and has the technical knowledge to understand methods and resources that canmake our city more efficient and work better for all our citizens. I know Carl will make a great interim council member and you’ll enjoy working with him. Thank you for considering my recommendation, Diane Foote 12545 McFeron Road Diane Footediane.neliusfoote@gmail.com 858-775-0458 1- 59 of 62 July 18, 2023, Item #16 From:Debby Swanson To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff Cc:ciryclerk@poway.org Subject:Council Recommendation Date:Monday, July 10, 2023 12:13:47 PM Some people who received this message don't often get email from debbyswanson@cox.net. Learn why this isimportant EXTERNAL EMAIL June 10, 2023 Dear Mayor Vaus and Council Members, I am a Poway District 2 homeowner for 37 years and am recommending you appoint Carl Browning for the open City Council seat. I’ve known Carl, and his wife, for many years as a neighbor in our Bridlewood area. He is known for his good advice and follow-through. With knowledge from his engineering background, he has helped several neighbors with various home improvement projects, and his home is a beautiful testament to his skills and love of all Poway has to offer. I’ve attended gatherings, hosted by the Browning’s, including community speakers and non-profit fundraising events. They are always well-organized and well-attended. Carl reminds me of Barry Leonard as an excellent listener who quickly responds and gets things done! He is organized with attention to detail and the ability to make everyone feel valued. Carl is involved, thoughtful, and cares about people in our community. He knows our neighborhood and our city. I trust him to make good choices in moving Poway forward. Sincerely, Debby Debby Swanson 14054 Valley Springs Road Poway, CA 92064 (858) 397-3104 60 of 62 July 18, 2023, Item #16 From:Steve Swanson To:Steve Vaus; Caylin Frank; Brian Pepin; Peter De Hoff Cc:City Clerk Subject:Council Seat Date:Monday, July 10, 2023 2:29:30 PM Some people who received this message don't often get email from caswanies@cox.net. Learn why this isimportant EXTERNAL EMAIL June 10, 2023 Dear Mayor Vaus and Council Members, I am a Poway District 2 homeowner for 37 years, a former PUSD teacher deeply involved in the community and retired Navy Captain. I am recommending you appoint Carl Browning for the open City Council seat. I’ve known Carl, and his wife Esta, for many years as a neighbor in our Bridlewood area. He is known for his good advice and follow-through. With knowledge from his engineering background, he has helped several neighbors with various home improvement projects, and his home is a beautiful testament to his skills and love of all Poway has to offer. I’ve attended gatherings, hosted by the Browning’s, including community speakers and non-profit fundraising events. They are always well-organized and well-attended. Carl reminds me of Barry Leonard as an excellent listener who quickly responds and gets things done! He is organized with attention to detail and the ability to make everyone feel valued. Carl is involved, thoughtful, and cares about people in our community. He knows our neighborhood and our city. I trust him to make good choices in moving Poway forward. Sincerely, Steve Swanson 14054 Valley Springs Road Poway, CA 92064 619-218-4733 61 of 62 July 18, 2023, Item #16 From:Podvin To:cvaus@poway.org; Caylin Frank; Brian Pepin; Peter De Hoff; City Clerk Cc:podvin@cox.net Subject:District 2 appointment Date:Tuesday, July 11, 2023 11:39:14 AM Some people who received this message don't often get email from podvin@cox.net. Learn why this is important EXTERNAL EMAIL Hello Mayor Vaus and City Council members; I am a resident of District 2 and would like to recommend the appointment of Carl Browning to the vacant seat on the City Council. While working with Carl on committees he has been a very enthusiastic and helpful asset, giving generously of his time and expertise. He would be a good addition to the Council and a good representative for our area. Thank you for considering him. Karen Podvin 14445 High Valley Rd. 62 of 62 July 18, 2023, Item #16