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--52
RESOLUTION NO. ___ _
A Resolution re-appointing Kate Reilley to serve on the Pension
Board for a two-year term ending October 1, 2014.
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
ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM,
LANGUAGE, LEGALITY AND
EXECUTION THEREOF
DAY OF _____ , 2012.
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Liebman:
Commissioner Newman:
Commissioner Harris:
Commissioner Welsh:
53 CITY ATTORNEY
J
To: 3056636348 FrDII: UBS Fax:UBS at:18-SEP-2012-17:17 Doc:744 Page:002
,,'
CITY OF SOUTH MIAMI BOARD/COMMITTEE APPLICATION
6130 Sunset Drive Phone No •• '105-663--6.140
Fax No. 3()5.66.~-6348 South Miami, FL 33143
1. 111m in t~""'sted in serving vn the: f()!lowing ooard(s,)/commictee(s):
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Ji'frstchoke S""".d coole.
Fo .. rtlr cfwlL."
2.
3.
4. loc)
4
5. Rome Phone No. .5 if.' 5"··.. (~?') ,,-Jiti':; g' ! '\ Ji"J Business Pbone No.
6. E-mail Address:
Fax No. c-:7(,":F
7. ,A ,;.-----...... > Educiltion/Degree Earned: __ .,;rot:'::;;"_-..;;<...;;-,_......:L.~.l.=,;;;..;,.,..;;(:.:"';::''''':;::''';.::~'''''''';;;;:..L_,_-____________ _
Pertinent Experience: ___ ....... / ___________________ _
"-1' "1 j Field E:spertise: ___ +.J"',#.I'-""'t''''6.'''''''-,,_-La......,'''';J:,:.::L-',~=,~'?<-'-'''-::.._-______________ _
8. Community Service:
, , ,
9. Attatflcd Resume! lsi (Optional)
10. Are you a registered voter?
u. Are YOll II ('esident of the City?
Revised 5/2010
;,/ No
To:30S663634B FrOlll:UBS Fax:UBS
Kale J. ReWer. Vice President-Investments
Seni()r POT/til/it} Manager
PortfOlio Management Program
UBS Fiumlcial Serl'ice .... Inc.
Professional Experience:
1988 -Prescnt Vice President -Investments
Sr. Portfolio Manager, PMP
Member, Philanthropic Services Group, 1997
Mutual Fund Advisory Group, 1996
UBS Financial Services Inc .... Miami, Florida
8usiness Focus:
at:1B-SEP-2012-17:17 Doc:744 Page:003
Managing Equity, Balanced and Fixed Income Portfolios
Option Strategies, Concentrated Equity Positions
Insurance Needs Analysis,
1982 -1988
Retirement and Estate Planning Strategies,
Planned Giving Programs tor Non-ProHt Organizations
Mortgage and Lending Solutions
Vice President, Investments
Smith Barney, Inc. -Miami, Florida
Business p'ocus:
Equity and Fixed Income Portfolios
Option Strategies and Commodity Trading,
1980 -1982 Investment Executive
E.F. Hutton & Company -Miami, Florida
Business ji'oCUS:
1978 -1980
Equities, Fixed lncome and Option Strategies
NASD Registered Representative Training Program,
NASD Licensing and relocation from
Denver, Colorado to Miami, florida
Prior nusiness Experience
1976-1978 Rea! Estate Sales
1973 -1976
Realty World Denver, Colorado
Entertainment Showroom and Reservations Manager
,oWherehoosc Complex"-Denver. Colorado
To: 3056636348 From:UBS Fax:UBS at:1B-SEP-2012-17:17 Doc:744 Page:004
Pn~lessi(Jnal Affiliatiolls tlml Community Service:
2010-Prcsent Member, City of South Miami Pension Board
2006-Prcsent Board Member and President, Banyans Townhomcs
2004 Member, Planned Giving Council
2003 Rccipit:nt of the 2003 South Florida Business Woman Award
for Philanthropy
2002 Guest Panelil:.i "Making Money Symposium" sponsored by
The Miami Herald I El Nuevo Herald
1996·-2003 Member, Board of Directors and Trustee Member of
The Beacon Council of Miami-Dade County, Florida
1995 -l)rescnt Board Member, Children's Resoruces, 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
page 2
by Children's Resources benefiting various charitable organizations
in Miami·Dade and Broward COlmties, Florida
1995 -1997 Co-Spon:mr with the Miami Herald "Women of Influence "Awards
1989 ~ 1991 Memher, Chamber ofCo/luuerce, Miami, Florida
Education and Pfofi.~s.5iolla/ CertijiClltiolls:
Current Cc,rtificarions; lnsuran'~c licensed rt)f Life, Health and Variable
A1IDuities.
NASD: Series 7 and Series 63
Prior Certifications: Commodity License, Rcal Estate License
College Ocgrec: Bachelor of Arts, Dowling College, New York