Res. No. 058-08-12655WHEREAS, 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
fall complement to each of the active boards and committees; and
WHEREAS, The City Commission desires to re-appoint Peter Isern to serve on
the Pension Board. Appointment shall expire March 21, 2010 or until a successor is duly
appointed and qualified.
X11302 104 1 11 IWO y 61032,11111sy me skyj I irakal MaKel -,A I'Mms., mal:
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Section 1. The City Commission hereby re-appoints Peter Isern to the Pension
Section 2. The expiration date of this appointment shall be April 21, 2010 or
until a successor is duly appointed and qualified.
Section 3. This resolution shall take effect immediately upon approval.
ATTEST:
MY CLERK
IVA
VED:
1,
YOR
COMMISSION VOTE' 5-0
Mayor Feliu: Yea
Vice Mayor Beasley: Yea
Commissioner Wiscombe: Yea
Commissioner Palmer: Yea
Commissioner Beckman: Yea
-A
06/15/2007 15:02 3055369833
UBSFINANCIALSERVICES PAGE 02
South
a r I d a
Fax No. 305-663-6348
MW
I.
Name, r
2.
10j
-,
3.
6130 Sunset Drive
Phone No. 305-663-6340
South
Miami, FL 33143
Fax No. 305-663-6348
I.
Name, r
2.
(Please,
Home Address: 10k etv—,&n .
3.
Business Address- 4 NO&— �. U:tL,
3 k 3 1
4.
Home Phone No. Business Phone
No. 2o-
Fax No.
S.
E-mail Address: D e- 4. r. -4f r^-M-C,�Q Con'-
— V -- —
6.
Education Background:
Col e e Ch
I
t CDO
7.
Community Service.-
ct"6 O F L: C,
VtA a#�� V"(.c 91fAtwoke. 05�0c"C'k-40^
8.
Are you a registered voter?
No
9.
Are you a resident of the City?
Yes
10.
Do you have a business in the City?
Yes
11. Ethnic Origin?
White Non-Hispanic_ African American _ Xi�spanJc America Other
12. 1 am interested in serving on the following board(s)/committee(s):
2e ylls'k 2n � Ock. i -�
Signature Date
ApWC%nT
THIS APPLICATION WILL REMAIN ON FILE FOR ONE YEAR
Revised M
06/15/2007 15:02 3055369e33 UBSFINANCIALSERVICES PAGE 03
peter.isem@ubs-corn Work Address
Home Address 100 SE 2 St, 24th floor
101 Crandon Blvd, Apt 470 Miami, FL 33131
Key Biscayne, Fl, 33149 (305)536-9393
(345)365 -587$
OBJECTIVE:
To obtain a seat on the City of South Miami Pension Board.
EDUCATION:
University of Pennsylvania — Wharton School
Certified Investment Management Analyst (LIMA} Certification, November, 2000
University of Miami, Coral Gables, FL
Certificate in personal financial Planning, May, 1997
Bachelor of Science Economics December, 1989
EXPERIENCE:
UBS, Miami, FL
Financial Advisor, May, 2006 to Present comprehensive investment management
Help clients develop financial solutions through a
consulting process
retirement and Financial Planning for Institutional and Individual Clients
Help clients develop and implement investment policy statements, research appropriate
investment managers and monitor the performance of their portfolios.
Morgan Stanley, Miami, FL
'Financial Advisor, February, 1999 to May. 2006
Merrill Lynch, Coral Gables, Fl,
Financial Consultant, September 1995 to February, 1999
Prudential Securities, Coral Gables, Fl,
Financial Advisor, January 1994 to September, 1995
® Financial Advisor Trainee
SKILLS:
o Microsoft Word, Excel, PowerPoint, ACT!, Bloomberg
& Fluent in Spanish