Andre Roitman

Current Employers

Employment History

• 05/2010 → 04/2022
  Leumi Investment Services, Inc.
  Aventura, FL
• 05/2010 → 04/2022
  Bank Leumi Usa
  Aventura, FL
• 04/2022 → Present
  Valley Financial Management, Inc.
  Aventura, FL
• 04/2022 → Present
  Valley National Bank
  Aventura, FL
• 07/2023 → Present
  Valley Wealth Managers, Inc.
  Aventura, FL

Other Businesses

Name: Hatzalah South Florida EMS Is the business investment-related: No Address of business: 20201 NE 16 Place Miami Florida 33179 Nature: Volunteer EMS services Your position, title, or relationship: Director/Treasurer Description of your duties: Work as a volunteer EMS. The start of relationship: 5/2012 Approximate number of hours/month you devote: 160 hrs Approximate number of hours you devote during securities trading hours: 0 Is position compensated: No Is the outside entity or any of its authorized parties a client? Hatzalah became Valley's client recently as we opened an account with Jaime Dashevschi at IPB to manage the excess checking account balance. Please also provide any documents that give color on the organization and your proposed role. www.hsfems.org Name: Aventura Shul Corp Is the business investment-related: No Address of business: (office in Aventura - group of people who get together to Pray like a synagogue) 2980 NE 207 St Suite 603 Aventura FL Nature: Religious prayers Your position, title, or relationship: President / Founder Description of your duties: Business continuity The start date of your relationship: 6/1/2010 Start date of new position: NA Approximate number of hours/month you devote to the other business: 1 hr Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: No Is the outside entity or any of its authorized parties a client? Yes Please also provide any documents that give color on the organization and your proposed role. AventuraShul.com Name: Tikun Realty LLC Is the business investment-related: Real estate holding LLC Address of business: Real estate holding LLC Nature: Buying and selling real estate Your position, title, or relationship: GM Description of your duties: Overall management The start date of your relationship: 1/18/11 Approximate number of hours/month you devote to the other business: 1 HR Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: 0 only when buying or selling will make money Is the outside entity or any of its authorized parties a client? No Please also provide any documents that give color on the organization and your proposed role. NA Name: 3110 Aventura LLC Is the business investment-related: No Address of business: 208 55 NE 31 St Place Aventura Florida 33180 Nature: Holds one property for parents Your position, title, or relationship with the other business: GM Description of your duties relating to the other business: Passive management The start date of your relationship: 07/10/2018 Start date of new position: 07/10/2018 Approximate number of hours/month you devote to the other business: 0 Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: No Name: Treasury Assets LLC Is the business investment-related: No Address of business: 208 55 NE 31 St Place Aventura Florida 33180 Nature: Real estate holding Your position, title, or relationship: GM/President Description of your duties: GM The start date: 10/10/2016 Approximate number of hours/month you devote to the other business: >1 hr Approximate number of hours you devote to business during security trading hours: 0 Is position compensated: No Is the outside entity or any of its authorized parties a client? No

Exams

• S66 Uniform Combined State Law Examination
  2010-07-23