Res No 192-12-13749RESOLUTION NO. 192-12-13749
A Resolution re- appointing Kate Reilley to serve on the Pension
Board for a two -year term ending October 1, 20140
WHEREAS, the Mayor and Commission recognize the important contributions made by
those who serve on the various city boards and committees, and wish to appoint a full complement
to each of the active boards and committees; and
WHEREAS, the City Commission desires to re- appoint Kate Reilley to serve for a two -
year term on the Pension Board. Appointment shall expire October 1, 2014 or until a successor is
duly appointed and qualified; and
WHEREAS, as per Sec. 2 -22 "Term Limits" of the City of South Miami Code of
Ordinances, an appointee may not be re- appointed to the same commission, board or committee
after completion of two (2) consecutive terms unless at least one year has elapsed between the
term limited position and the effective date of commencement of the proposed appointment for a
new term, commencing with appointments made after January 1, 2009; and
WHEREAS, this re- appointment will constitute Ms. Reilley's second two -year term.
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, THAT:
Section 1. The City Commission hereby re- appoints Kate Reilley to the Pension
Board.
Section 2. The expiration date of this appointment shall be October 1, 2014 or until a
successor is duly appointed and qualified.
Section 3. As per Sec. 2 -22 of the City of South Miami Code of Ordinances, Ms.
Reilley may not be re- appointed to the Pension Board after the completion of this term ending
October 1, 2014 without a lapse of one (1) year from the last terms.
Section 4. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 2nd DAY OF October , 2012.
READ AND
LANGUA
I'7
Y
FEARV I N
ALITY
APPROVED:
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Liebman:
Commissioner Newman
Commissioner Harris:
Commissioner Welsh:
4 -0
Yea
Yea
absent
Yea
Yea
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Referred by
C/TY OF SOUTH MUM BOARD /COMMITTEE APPL.ii+CArJON
6730 Sunset Drive Phone No. 303- 663 -6340
.gouih Miami. FL 33143 Fox 1Vo. 305463-6348
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Kate J. Reillev. Tice President- Investments
Veiiiilr
Portfolio Management Program
UBS Financial Services lire.
Professional Experlettce:
1.988 - Present Vice President - Investments
Sr. Portfolio Manager, PMP
Member, Philanthropic Services Group, 1997
Mutual Fund Advisory Croup, 1996
)IBS Financial Services In.c. - -- Miami. Florida
Business 1%bcus:
Managing Equity, Balanced and Fixed Income Portfolios
Option Strategies, Concentrated Equity Positions
Insurance Needs Analysis,
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 fi'ocus:
Equity and Fixed Income Portfolios
Option Strategies and Commodity Trading,
1980-1982 Investment Executive
E.F. Hutton & Company - - .Miami, Florida
Business Focus:
Equities, Fixed income and Option Strategies
NASI) Registered Representative Training Program.
1978 -1980 NASD Licensing:, and relocation froin
Denser, Colorado to l-1i.arni, Florida
Prior.Husiness F,xperience
1976-1978 Real Estate Sales
Realty World .. Denver, Colorado
1973-1976 Entertainment Showroom and Reservations Manager
i 'Wherehouse Complex" -• Denver, Colorado
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Professional Affiliations and Community Service;
2010 - Present 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 ( BI 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 C.liair
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 Broward Counties, Florida
1995 —1997 Co- Sponsor with the Miami Herald "Women of Influence "Awards
1989 _ 1991 Member, Chamber of Commerce, Miami, Fimida
Education and Professional Certifications;
Current Ce.rtifieations; insurance. licensed :.for Life, Heaitk and Varial,lc
Annuities.
NASD: Series 7 and Series 61
Prior Certifications:
C;alleQe 1)cgrcc:
Commodity license, Real Estate License
Bachelor of Arts, Dowling ('ollege, New York