2.RESOLUTION ______ _
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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.
7 WHEREAS, Section 218.391, Fla. Stat., requires the establishment of an audit committee to
8 select an individual or firm to conduct the annual audit of the City's books and records; and
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10 WHEREAS, the City Commission created an Audit Committee by Resolution No. 83-13-
11 13901 dated April 16, 2013, providing that the Committee shall consist of three (3) members,
12 appointed by the City Commission, and shall present its initial recommendation of no fewer than
13 three (3) auditors, if possible, no later than the second City Commission meeting in June 2013; and
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15 WHEREAS, the City Commission wishes to appoint Kate Reilley to serve on the Audit
16 Committee.
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18 NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND THE CITY
19 COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AS FOLLOWS:
20 Sectionl. The City Commission hereby appoints Kate Reilley to serve on the Audit
21 Committee for a twelve month term, or until a recommendation is made to the Commission and the
22 Commission enters into a contract with one of the recommended auditors, whichever date is sooner.
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24 Section 2. This resolution shall become effective immediately upon adoption by vote of
25 the City Commission.
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PASSED AND ADOPTED this __ day of _____ , 2013.
30 ATTEST:
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34 CITY CLERK
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37 READ AND APPROVED AS TO FORM,
38 EXECUTION THEREOF
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APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Liebman:
Commissioner Newman:
40 Commissioner Harris:
41 Commissioner Welsh:
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43 CITY ATTORNEY
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CITY OF SOUTH MIAMI BOARD/COMMITTEE APPLICATION
6130 SUIISef Dril'e
Soulh Mhmt1, PL 3114J
Plume No, 305-663-6340
Fax No. 305-663-6.148
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I am interested in serving Oil the following board(s)/committec(s):
-// 4' /!£.L-/P.~-r c:. "",,*,.4~'/r~._
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Third choke Fourth cboice
EducationlDegree Earned:
Pertinent Experience: _~,-<-.~r-:7>'=:--~-':;::;;C~--'h-'-----------
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Field Expertise: r-;l';-dJ6q;,6:?~.:J>>';i-t!;,;;"", ..... .k.e:::.:J_-------.--------
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Community Service: '" /_,1 ~
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Attached Resume: (Optional)
Arc you Ii registered voter'!
Are you a resident of the City?
Yes
No
No
NO_~/
To: 3056636348 FrOGl:UBS Fax:UBS
Kate J. Rei/left Vice President-Investments
Senior Portfolio Manager
Portfolio Management Program
UBS filnancial Services. Inc.
Professional Experience:
1988 -Present Vice President-Investments
Senior Portfolio Manager. PMP
Member, Philanthropic Services Group, 1997
Mutual Fund Ad visory Group, )996
UBS Financial Services lnc. -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 Insllr'dl1ce
Retirement and Estate Planning Stf"dtegies,
Planned Giving Programs tor 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 Pocus:
1978 -1980
Equities, Fixed Income and Option Strategies
NASD Registered Representative Training Program.
NASO Licensing and relocation from
Denver, Colorado to Miami, Florida
Prior Business Experience
at: 23-APR-2013-14:01 Doc:649 Page:004
1976 --1978 Real Estate Sales, Realty World -Denver, Colorado
1973 -1976 Entertainment ShowToom and Reservatjons Manager
"Wh,:rehouse Complex" -Denver, Colorado
To:3056b3634B F .. "",:UBS Fax:UBS at: 23-APR-2013-14: 01 Doc:649 Page:005
Profes~";onal Affiliations and Community Service:
2010-I'rescnt Member, City of South Miami Pension Board
2006-Present Board Member and President, Banyans Townhorn.-:ls
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 ofMjami~Dade County, Florida
1995 -Present Board Member, Children's Resources, Miami, Florida
1997 -2000 Board Member, Treasurer, Membership Chair
Women's Chamber of Commerce ofMiami~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 Btoward Counties, Florida
1995 --1997 Co-Sponsor with the Miami Herald "Women oflnfluence "Awards
1989 -1991 Member, Chamber of Commerce, Miami, Florida
Education and Pr(}fe~"isional Certifications:
Current Ccrtific-ations: Insurance licensed for Life, He;alth and Varia.ble
Annuities.
NASD: Series. 7 and Series 63
Prior Certifications: Commodity Licen.'lc, Real Estate License
CQUege Ocgree: Bachelor of Arts, Dowling College, New York