Res. No. 106-07-124911 goal I l[I
16MINIMIQUI 1141111111=71W 1 1.14
MINIMUM! N
TW SEATE "I'll Tj!X'-, FETISPI'll MILM411 EWA J11KIM11119 0H, M
TERM ENDING MARCH 20, 2008; AND PROVIDING AN
EFFECTIW4 D.&TE.
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 appoint Peter Isern to serve for an
unexpired term on the Pension Board. Appointment shall expire March 20, 2008 or until a
successor is duly appointed and qualified.
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17,047=1
Section 1. The City Commission hereby appoints Peter Isern to the Pension
Section 2. The expiration date of this appointment shall be March 20, 2008 or
until a successor is duly appointed and qualified.
Section 3. This resolution shall take effect immediately upon approval.
PASSED AND ADOPTED THIS 24' DAY OF JULY, 2007
'ATTEST:
Q�� Cam -
CITY CLERK
IN I 111111111111111111111illillillillillillilliillillillillillillilliillillillilliillillillillillillilliillillillillillillilliillillillillillillilliilillillillilillillillillillillillillillillillillillilliillillillillillillilliilillillilliillillillillillillilliillillilillillilillillillillillillillillilliilillillilliillillillillillillilliillillillillillillilliillillillillillillilliililI
a 10 IN I KA I
COMMISSION VOTE: 5-0
Mayor Feliu:
Yea
Vice Mayor Wiscombe:
Yea
Commissioner Palmer:
Yea
Commissioner Birts:
Yea
Commissioner Beckman:
Yea
06/15/2007 15:02 3055369833 UBSFINANCIALSERVICES PAGE 02
f ' .
":,"
V,
AY
a r I d
2001
4.
S.
6.
7.
Home Phone No. Business Phone No. 30L
., r!!!= j a � S .. C Fax No. iir�
E-mail Address
Community Service:
Y. I V C.'. " -, M.6 or U.
O'Aan,,!, 204,1.k yzav%ivoke-sl Psoc- cnk- 12,-
S.
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
II.
Ethnic Origin?
White Non - Hispanic,® African American _
01—spapic American
Other
12.
1 am interested in serving on the following board(s)/committee(s):
2F INN't On � or.. s �
Signature
Ap n
Revised &%%
Date
THIS APPLICATION WILL REMAIN ON FILE FOR ONE YEAR
06/15/2007 15:02 3055369833 UBSFINANCIALSERVICES PAGE 03
Peter Isern
peter.iseM@ubs.com
Home Address
141 Crandon Blvd, Apt 470
Key Biscayne, FL 33149
1,inC't 2AF.-r,97R
OBJECTIVE:
To obtain a seat on the City of South Miami Pension Board.
Work Address
100 SF_ 2 St, 24th floor
Miami, FL 33131
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
• Help clients develop financial solutions through a comprehensive investment management
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
a Financial Advisor Trainee
BUSINESS & COMMUNITY INVOLVEMENT:
• Kiwanis Club of Little Havana
• Key Biscayne Chamber of Commerce
• Investment Management Consultant's Association
• Fraternal Order of Police Miami Lodge 420
• Miami Police Benevolent Association
SKILLS-
• Microsoft Word, Excel, PowerPoint, ACT!, Bloomberg
• Fluent in Spanish