Investment Review Committee Application
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In compliance with the Americans with Disabilities Act, if you need special assistance to read this application, please contact the City Clerk Department (805) 449-2151.
First name:*
Last name:*
Cell phone:*
Alternate phone:
Home Address
(Thousand Oaks
residency required):*
Email Address:*
How did you learn about
this vacancy?*
Please specify:*
Check all applicable:*
Work History
Profile
Sheila
Moore
City State
Zip Code Country
Street Address
Address Line 2
This email address will be used to send you updates about this application Other
From Jane Adelman of the Finance Department
Employment Status
Retired Employed Unemployed Student Military Other
Company:
City:
State:
Job title:
Summary of duties: (?)
Pepperdine University
Malibu
CA
Lecturer: Finance and Economics
ATTACHMENT #1
Why are you interested in serving on this board or committee?* Briefly describe the experience, skills, or talents you have that you believe will be beneficial to the work of this board or committee.*
• Please list all relevant work and volunteer experience, including on City boards or committees, the dates of your involvement, and note any leadership roles that you held.* Please detail your Finance/Investment background that qualifies you for membership on this Board:* A resume is
encouraged, but not
required:
Please agree with the following statements:
• All information in this application is complete, truthful, and accurate to the best of my knowledge. • If appointed, I understand it is my responsibility to notify the City of changes that would affect my membership on the board. • If appointed, I understand that I will be required to submit a Conflict of Interest filing with the California Fair Political Practices Commission.
• I recognize that Board membership requires my attendance at meetings and/or events. I am willing and able to make this commitment of time and effort to serve.
• I understand that the Public Records Act (PRA) allows for public review of this application. • I am not an official or employee of the City of Thousand Oaks.
I understand that checking this box constitutes a legal signature confirming that I acknowledge and agree to the above statements.
Certification:*
Date:
First name:*
Last name:*
Signature:*
Applications MUST be submitted before the established filing deadline.
Renewal of my service
Business experience in commercial banking, investment banking, and asset management.
Professor in Economics and Finance for both Pepperdine University and Woodbury University (Burbank CA)
I have been a member of the Investment Review Committee for nearly two years, and bring that knowledge and experience to my request for another term.
Investment Review Committee for the city of Thousand Oaks, CA: 2022 - 2024 Please see my statement of relevant experience and skills. My advanced degrees include MBA (Finance), and Ph.D. (Economics).
PDF files only
Certification
I Agree
9/10/2024
Sheila
Moore
Investment Review Committee Application
Please use the latest version of the Google Chrome browser on a computer, when submitting this form Helpful Tip: To prevent losing data when submitting this form 1) Please look at the questions below
2) Complete the answers in an editor such as MS Word, Notepad, etc. 3) Copy-paste the answers into the respective questions.
This form cannot be saved as a draft.
Select Language
Powered by
Translate
In compliance with the Americans with Disabilities Act, if you need special assistance to read this application, please contact the City Clerk Department (805) 449-2151.
First name:*
Last name:*
Cell phone:*
Alternate phone:
Home Address
(Thousand Oaks
residency
required):*
Email Address:*
Profile
Cody
Sorenson
City State
Zip Code
Street Address
Address Line 2
This email address will be used to send you updates about this application
How did you learn
about this vacancy?
*
Please specify:*
Check all
applicable:*
Work History
Why are you interested in serving on this board or committee?* Briefly describe the experience, skills, or talents you have that you believe will be beneficial to the work of this board or committee.*
Other
Current Member
Employment Status
Retired Employed UnemployedStudent Military Other
Company:
City:
State:
Job title:
Summary of duties:
(?)
Self employed
Thousand Oaks
CA
Throughout my career, I have taken on a variety of responsibilities that have allowed me to develop a diverse skill set. Initially, I worked as an investment advisor for several years, where I had the privilege of advising both individuals and businesses on a wide range of investment strategies tailored to their unique financial goals.
Following my experience in investment advising, I ventured into entrepreneurship by establishing several companies. Among these was a mortgage banking firm that successfully operated across 15 different states, demonstrating my ability to lead and scale businesses in a competitive market.
I enjoy giving back to the community. I have both experince and success in this area.
• Please list all relevant work and volunteer experience, including on City boards or committees, the dates of your involvement, and note any leadership roles that you held.* Please detail your Finance/Investment background that qualifies you for membership on this Board:* A resume is
encouraged, but not
required:
Please agree with the following statements:
• All information in this application is complete, truthful, and accurate to the best of my knowledge. • If appointed, I understand it is my responsibility to notify the City of changes that would affect my membership on the board.
First and foremost, I adhered to and applied the guiding principles outlined in the City's investment policy, which prioritize the following in order of importance:
Safety
Liquidity
Rate of return
These principles have been the foundation of my approach during my tenure on the investment committee, where I have served for several years. Notably, this included the challenging financial period from 2007 to 2010, where these guiding principles were particularly crucial.
I have volunteered for a variety of causes, including medical fundraisers, autism support initiatives, and local children's athletics. My involvement has ranged from being an active member to taking on leadership roles in specific endeavors.
For instance, I was asked to lead the organization of the "Pee Wee" football league championship games, which had previously been a financial loss for the hosting city. While I took on the role of team leader, it was truly a collaborative effort by a dedicated group of volunteers. Together, we not only turned the event into a profitable venture but also received tremendous accolades from the participating teams throughout the region.
Investment advisor.
Mortgage banker
PDF files only
Certification
• If appointed, I understand that I will be required to submit a Conflict of Interest filing with the California Fair Political Practices Commission.
• I recognize that Board membership requires my attendance at meetings and/or events. I am willing and able to make this commitment of time and effort to serve.
• I understand that the Public Records Act (PRA) allows for public review of this application. • I am not an official or employee of the City of Thousand Oaks.
I understand that checking this box constitutes a legal signature confirming that I acknowledge and agree to the above statements.
Certification:*
Date:
First name:*
Last name:*
Signature:*
Applications MUST be submitted before the established filing deadline.
Future communications concerning your application will come from Laser [email protected]. Please make sure your email settings will accept email from this address.
I Agree
8/22/2024
Cody
Sorenson