Res No 087-13-13905RESOLUTION
87 -13 -13905
A Resolution appointing Kate Reilley to serve on the Audit Committee for a twelve
month term or until a recommendation is made to the Commission and the
Commission enters into a contract with one of the recommended auditors, whichever
date is sooner.
WHEREAS, Section 218.391, Fla. Stat., requires the establishment of an audit committee to
select an individual or firm to conduct the annual audit of the City's books and records; and
WHEREAS, the City Commission created an Audit Committee by Resolution No. 83 -13-
13901 dated April 16, 2013, providing that the Committee shall consist of three (3) members,
appointed by the City Commission, and shall present its initial recommendation of no fewer than
three (3) auditors, if possible, no later than the second City Commission meeting in June 2013; and
WHEREAS, the City Commission wishes to appoint Kate Reilley to serve on the Audit
Committee,
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND THE CITY
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AS FOLLOWS.
Sectionl. The City Commission hereby appoints Kate Reilley to serve on the Audit
Committee for a twelve month term, or until a recommendation is made to the Commission and the
Commission enters into a contract with one of the recommended auditors, whichever date is sooner.
Section 2. This resolution shall become effective immediately upon adoption by vote of
the City Commission,
PASSED AND ADOPTED this 7 th day of Ma
ATTEST:
APPROVED:
2013,
COMMISSION VOTE:
RVANPD ROVED AS TO RM, Mayor Stoddard:
EEREOF Vice Mayor Liebman:
Commissioner Newman:
Commissioner Harris:
,� ZI /, Commissioner Welsh:
5 -0
Yea
Yea
Yea
Yea
Yea
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CITY OF SOUTH MIAMI BOARD /COMM /TTEEAPPL /CATION
6130.Suirset Drive
Smith Miami, FL 33143
Phone Not 305- 663 -6340
Fax: Na. 305- 663 -6348
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7. EducationfDegree Earned:
Pertinent Experience:
Field Expertise:
R. Community Service: n �
91 Attached Resume: (Optional)
100 Are you a registered voter? Yes V No
if, Are you a resident of the Cltr? yes .Z No
12. Do you have a business in the City? Yes � ._ No �l :
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Kate J Reilleg, Vice President Investments
Senior Portfolio Manakrer
Portfolio Manaeement Program
URS Financial Services, Ina
Professional Experience:
1988 _ Present Vice President - Investments
Senior Portfolio Manager, PMP
Member, Philanthropic Services Group, 1997
- mutual round Advisory Group, 1996
UBS Financial Services Inc. - Miami, Florida
Business Focus:
Senior Portfolio Manager: Domestic and Global .Equity,
Balanced and Fixed Income Portfolios
Option Strategies, Concentrated Equity Positions
Insurance Needs Analysis, Long Term Care Insurance
Retirement and Estate Planning Strategies,
Planned Giving Programs for Non.- Profit Organizations
Mortgage and Lending Solutions
1982-1988 Vice President, :Investments
Smith Barney, Inc. - Miami, Florida
Business Focus,
Equity and Fixed Income .Portfolios
Option Strategies and Commodity Trading,
1980-1982 Investment Executive
E.F. Hutton & Company - Miami, Florida
Business Rocus:
Equities, .Fixed Income and Option Strategies
NASD Registered Representative Training Program.,
19'1'8 - 1980 NISEI Licensing and relocation from
Denver; Colorado to Miami., Florida
Prior Business Experience
1976 - -1978 Real Estate Sales, Realty World -- Denver, Colorado
1973-1976 Entertainment ShowToom and Reservations Manager
"Whe;rchouse Complex" - Denver, f: olorado
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Professional Affiliations and Community Service:
20104'resent Member, City of South Miami Pension .Board
2006- Present Board Member and President; Banyans Townhomes
2004 Member, Planned Giving Council
2003 Recipient. of the 2003 South Florida Business Woman Award
for Philanthropy
2002 Guest Panelist "Making Money Symposium" sponsored by
The Miami Herald / El Nuevo Herald
1996 —2003 Member, Board of Directors and Trustee Member of
The Beacon Council of Miami -Dade County, Florida
1995 Present Board Member., Children's Resources, Miami, Florida
1997— 2000 Board Member, Treasurer, Membership Chair
Women's Chamber of Commerce of Miami -Dade
County, Florida
1995 —2000 /annual Chairperson "The Gala Dinner" produced
by Children's Resources benefiting various charitable organizations
in Miami -Dade and B.roward Counties, Florida
1995--1997 Co- Sponsor with the Miami Herald "Women of Influence "Awards
1989 - 1991 Member, Chamber of Commerce, Miami; Florida
Education and Nrifessianal Certifications,
Current Certifications: Insurance licensed for Life, Health and Variable
Annuities.
NASD: Series 7 and Series 63
Prior Certifications: Commodity license, Real Estate License
College Degree: Bachelor Of /arts, Dowling College; New York
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