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CITY OF SOUTH MIAMI BOARD /CONNITTEE APPLICAT /ON
6130Swfset Drive
South Mkm4 FL 33143
Phone No. 3 5Q5 6,63 -6340
ac No. 30S-663 -63
1. -� �1 am interested in serving on the following boards) /committee(s):
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2. Name: d 1)' 4+�7-s ( 4747-/0,4 6!rio
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3. Home Address:,,
4. Business Address:e
5. Home Phone Now Business Phone No.
Fax No.
6. E-mail AddressY
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7. Education/Degree Earned: A
Pertinent Experience: ,1 /
Field
S. Community Service:
9. Attached Resume: 0 (Optional)
16. Are you a registered voter! Yes No
11. Are you a resident of the City? Yes ✓ No
12. Do you have a business in the City? Yes _ No
Signeta.V Date 'r "�/
A�ilicant
Revised 5124910
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Komi. &"I
Miami$ Florida 33143
Professional Fxpenence:
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1988 — Present Vice President- Investments
Senior Portfolio Manager, Portfolio Manager Program
UBS Financial Services - Miami, Florida
Business Focus:
Managing Equity, Balanced and Fixed Income Portfolios
Option Strategies, Concentrated Equity Positions,
Insurance Needs Analysis,
Retirement and Estate Planning Strategies,
Planned Giving Programs
1982-1988 Vice President, Investments
Smith Barney, Inc. — Miami, Florida
Business Focus:
Equity and Fixed Income Portfolios
Options and Commodity Trading
1980-1992 Investment Executive
E.F. Hutton & Company — Miami, Florida
Business Focus:
NASD Registered Representative Training Program.
1978 —1980 NASD Licensing and relocation from
Denver, Colorado to Miami, Florida
Prior Business Experience
1976-1978 Real Estate Sales
Realty World — Denver, Colorado
1973-1976 Entertainment Showroom and Reservations Manager
"Wherehouse Complex" — Denver, Colorado
Business featured major entertainment celebrities
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Professional Affiliations and Community Service:
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Page 2
2006- Present Board Member and President, Banyans Townhomes of South Miami
2004 Member, Planned Giving Council
1996 -2003 Member, The Beacon Council of Miami -Dade county, Florida
1995 — 2003 Board Member, Children's Resources, Miami, Florida
1997 —2000 Board Member, Treasurer 1999, Membership Chair 1997 -1998
Women's Chamber of Commerce of Miami -Dade County, Florida
1995 —2000 Annual Chairperson and organizer of "The Gala Dinner" produced
by Children's Resources benefiting various charitable organizations
in Miami -Dade and Broward Counties, Florida
1995 —1997 Co- Sponsor "Women of Influence" Awards
Education and Professional 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