91 RESOLUTION NO. ___ _
2
3 A Resolution re-appointing Kate Reilley to serve on the Pension Board for a
4 two-year term ending October 1, 2016.
5
6 WHEREAS, the Mayor and Commission recognize the important contributions made by
7 those who serve on the various City boards and committees and wish to appoint a full
8 complement to each of the active boards and committees; and
9
10 WHEREAS, the City Commission desires to re-appoint Kate Reilley to serve for a two-
11 year term on the Pension Board. This appointment(s) shall expire October 1, 2016 or until
12 removed or until a successor is duly appointed and qualified.
13
14 WHEREAS, commencing with appointments made after January 1, 2009, Sec. 2-22
15 "Term Limits" of the Code of Ordinances provides that, appointees are limited to two (2)
16 consecutive two-year terms of membership on a specific commission, board, or committee. After
17 serving a maximum of two (2) consecutive year terms, an appointee shall not be reappointed to
18 the same commission, board or committee unless at least one year has elapsed between the term
19 limited position and the effective date of commencement of the proposed appointment for a new
20 term; and
21
22 WHEREAS, Sec. 2-22 "Term Limits" of the Code of Ordinances, as amended by
23 Ordinance No. 06-14-2184, dated April 15, 2014, provides that the appointer, or his or her
24 successor in office, may extend the term limits of his or her appointment with the advice and
25 consent ofa majority of the City Commission; and
26
27 WHEREAS, pursuant to Sec. 2-22 "Term Limits" of the Code of Ordinances, this will
28 be Ms. Reilley's third two-year term of the two (2) consecutive year terms.
29
30 WHEREAS, Ms. Reilley was previously appointed and she will have served as a board
31 member of the Pension Board for over four continuous years when her current appointment
32 expires; and
33
34 WHEREAS, Mayor and Commission desires to re-appoint Ms. Reilley to serve on the
35 Pension Board for an additional two-year term exceeding the City'S term limit ordinance as an
36 allowable exception. Her appointment for this new term will expire October 1, 2016, or unless
37 removed or until a successor is duly appointed and qualified.
38
39 NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY
40 COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, THAT:
41
42 Section 1. The City Commission hereby appoints Ms. Reilley to serve on the Pension
43 Board for an additional two-year term as an exception to the term limits set forth in Section 2-22
44 of the City's Code of Ordinances.
45
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Section 2. The expiration date of this appointment(s) shall be October 1, 2016 or
until removed or until a successor is duly appointed and qualified.
Section 3. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED this __ day of _____ , 2014.
ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM,
LANGUAGE, LEGALITY AND
EXECUTION THEREOF
CITY ATTORNEY
Page 2 of2
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Harris:
Commissioner Liebman:
Commissioner Edmond:
Commissioner Welsh:
TD;30566363411 Fro,";UBS Fax:UBS at: IB-SEP-2012-17: 17 Doc: H4 Page:002
CITY OF SOUTH MIAMI 80ARD/COMMITTE£ APPLICATION
61JOSunset Drive
South Miami, £1. 33143
PhDne No. 305-663-6..740
F4X No. 305·663..6348
1. 111m in tl!i:~ted in serving on the followfng bolltd(s)lcommitte~(s):
Flr.stchoke
Third chofli:'f! Fn .. rUrctwil'e
2. Name: C-.. ··)?J::~".' '--I;)~;"/'//~}-
• , . (PICflSC prillt) ,.-/"''', ~ ,(/
Home Address: G.,. "I i,v S.£.!,J !../ ""'. tfr/~ ... · < ,)". /11-:;;-;"','11";;:;;' .,j' ]'" 1'-..3
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Perdnent EJiperlellce: ___ -+/_J ___________________ _
8. Commonity Se.rvice:
9. Atwthcd Resume: ~ (Optional)
10. Are you a registereli voter?
u. Are you 'it I'e!jident of the City?
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D~tC ___ ~;L1~/~~~!~~?-~_'~_· ____ _
To: 305b636348 FrDIII:UBS Fax:UBS
Kale J. Reilley. Vice Presidenl-inv(!stment.v
Senior PIJlt(lJlio Manager
Portfolio Management l~ogram
UBS Financial Serl'ices, ll1c.
Professional Experience:
1988 -Prescnt Vice President -Investments
Sr. »ortfolio Manager, PMP
Member, Philanthropic Services Group, 1997
Mutual Fund Advisory C.rroup, J 996 .
UBS Financial Services Inc .. _-Miami, Florida
Business Pocus: .
at: lB-SEP-2012-17: 17 Doc: 744 Page: 003
Managing Equity, Balanced and Fixed Income Portfolios
Option Strategies, Concentrated Equity Positions
Insurance Needs Analysis,
Retirement and Estate Planning Strategies,
Planned Giving Programs for Non-ProHt Organizations
Mortgage and Lending Solutions
1982 -1988 Vice President, Investments
Smith Barney, Inc. -Miami, Florida
Business Pocus:
Equity and Fixed Income Portfolios
Option Strategies and Commodity Trading,
1980 -1982 Investment Executive
E.F. Hutton & Company --Miami, Florida
Business f..-ocus:
1978 -1980
Equities, Fixed fncome and Option S1rategies
NASD Registered Representaliw Training Program.
NASI) Licensing alld reiOl:ati()fI from
Denver, CoJomdo to Miami, florida
Prior .Bushless Experience
1976 -1978 Real Estate Sales
1973-1976
Healty World ._ .. Denver, Colorado
Entertainment Showroom and Reservations Manager
;'\Vherchoosc Complex" --Denver, Colorado
TD: 305663634B FrDm:UBS Fax:UBS at: IB-SEP-2012-17: 17 Doc: 744 Page: 00'1
Professional Affiliations lind Community Service:
20lU-Present Member, City of South Miami Pension Board
2006-Prcsent Hoard Member and President, Banyans Townhomcs
2004 Member, Planned Giving Council
2003 Recipient of the 2003 South Florida Business Woman Award
lor Philanthropy
2002 Guest Panelist "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»)'escnt Board Member, Children's Resources. 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 benetiting various charitable organizations
ill Miami-Dade and Broward COlUlties, Florida
t 995 -1997 Co-Sponsur with the Miami Herald "Women of lnl1ucncc "Awards
19l:i~}· .t 991 Member, Chamber of Commerce, Miami, F10lida
EducatioJl and Professional Certifications:
Current CertifJcation!;: fnsurance licensed Ji)r Life, HCflith and Variable
Allliuities.
NASD: Series 7 and Sericii 63
Prior Certifications: C(,mmodity License, Real Estate License
CoHcgc Degree: Bachelo!' of Arts, Dowling College, New York
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