_add-on a)Add -On Item a)
City Commission Meeting: 12/15/15
Sponsored by: Mayor Stoddard
1 RESOLUTION NO.
2
3 A Resolution re- appointing Kate Reilley to serve on the Pension Board for an
4 unexpired 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, Ms. Reilley was re- appointed to the Board on September 16, 2014, and she
11 submitted her resignation back in October of this year due to a perceived conflict of interest with
12 her job; and
13
14 WHEREAS, Ms. Reilley has now resolved her perceived conflict and wishes to be re-
15 appointed to the Pension Board; and
16
17 WHEREAS, the City Commission desires to re- appoint Kate Reilley to the Pension
18 Board to serve for the unexpired term from which she previously resigned, ending October 1,
19 2016 or until removed or until a successor is duly appointed and qualified; and
20
21 WHEREAS, commencing with appointments made after January 1, 2009, Sec. 2 -22
22 "Term Limits" of the Code of Ordinances provides that, appointees are limited to two (2)
23 consecutive two -year terms of membership on a specific commission, board, or committee. After
24 serving a maximum of two (2) consecutive year terms, an appointee shall not be reappointed to
25 the same commission, board or committee unless at least one year has elapsed between the term
26 limited position and the effective date of commencement of the proposed appointment for a new
27 term; and\
28
29 WHEREAS, Sec. 2 -22 "Term Limits" of the Code of Ordinances, as amended by
30 Ordinance No. 06 -14 -2184, dated April 15, 2014, provides that the appointer, or his or her
31 successor in office, may extend the term limits of his or her appointment with the advice and
32 consent of a majority of the City Commission; and
33
34 WHEREAS, pursuant to Sec. 2 -22 "Tenn Limits" of the Code of Ordinances, this will be
35 Ms. Reilley's third two -year term of the two (2) consecutive year terms, not including the partial
36 term she held until her resignation in October of 2015; and
37
38 WHEREAS, Ms. Reilley was previously appointed and she will have served as a board
39 member of the Pension Board for over four continuous years when her current proposed
40 appointment expires; and
41
42 WHEREAS, Mayor and Commission desires to re- appoint Ms. Reilley to serve on the
43 Pension Board for a term that exceeds the City's term limit ordinance as an allowable exception.
44 Her appointment for this new term will expire October 1, 2016, or unless removed or until a
45 successor is duly appointed and qualified.
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Add -On Item a)
City Commission Meeting: 12/15/15
Sponsored by: Mayor Stoddard
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 Ms. Reilley to serve on the
Pension Board for the unexpired term of her previous appointment that will end on October 1,
2016 or until removed or until a successor is duly appointed and qualified.
Section 2. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED this day of 2015.
ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM,
LANGUAGE, LEGALITY AND
EXECUTION THEREOF
CITY ATTORNEY
Page 2 of 2
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Harris:
Commissioner Liebman:
Commissioner Edmond:
Commissioner Welsh:
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Referred by:
C1rYOP SOUTH AMAM1 BOARO/COMM17T 4APR(JCAVON
6130SUnset DHPa Phone No. 305-663 -6.410
SoufA Mfautl. F[. 33143 Fax No. 305. 664 -6348
1. I am llnlerented in atrv//iing on me following bomd(s)/committec {s):
i ✓�affv5iiw/ �C.Jo, -0CJa
rinlee.a. sa...a.hata
i as m.a. PiwntrlL.l a
2. Name:
(Plmse rint)
3. Roma Address: �' Fra i"p�
4. Dmlaeas Address: STa. c2 6, 40" Sep J j ,yrgeC , J3 %t ✓
51 Eioms Phano7YO. 30s" 6 ;;- 3V n
$usiaese Phone No. i s ' � . ,fta. 939y
�/ Fox No.
6. E-mail Addresst �/t • /'fie /(� y <yy c ,fJ
7. EducalioNDegreo Earned: )Lt —
Pertinent Experlence:
F1e3d Expertise:
S. Community service: ` J
9. Altnthcd Resume: 9 (Optional)
10. Are you a regtslemd voler? Yes 'j No_
11. Ara you a resident of Ate City? Yes ✓, M
J2. Do you have a busines< it the City? Yes No ✓
SI nala .v :'::a -e•5t/ - «''' -^":
Date
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rw30e &349 F,.MS Fax: UN at:16 -EEP- 2012-17:17 aw:744 Pa9e:003
Note J. Reiltm Vice President- Investments
Senior PnrrfnllnMonaeer
Portfolio A7nmaeement Program
UBS Financial Services. Inc.
Professional Experience:
1988- Present Vice President - Investments
Sr. Portfolio Manager, PMP
Member, Philanthropic Services Group, 1997
Mutual Fund Advisory Group, 1996
UBS Financial Services Inc. - Miami, Florida
Buslness Fneus:
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- Ptoftt 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,
1980-1992 Investment Executive
E.F. Hutton & Company - Miami, Florida
Business Focus:
Equities, Fixed Income and Option Strategies
NASD Registered Representative Training Program.
1978-1930 NASD Licensing amid relocation from
Deaver, Colorado to Miami, Florida
Prior Business Fxpericnce
1976-1978 Real Estate Sales
Realty World - Denver, Colorado
1973-1976 Entertainment Showroom and Reservations Manager
"Wherehouse C:omples "- Denver, Colorado
To: 3056636318 From: UPs Fax: Uaa at:16- SLP-2012-17.17 ooc:744 Pagc:001
page 2
Professional Affrliadoirs and Community Service:
2010 - Present Member, City of South Miami Pension Board
2006 - Present Board Member and President, Banyans Townhomes
2004 Member, Planned Giving Council
2003
Recipientof the 2003 South Florida Business Wmnan Award
-
for Philanthropy
2002
Guest Panelist "Making Money Symposium" sponsored by
The Miami Herold / BI Nuevo Herald
1996-2003
Member, Board of Directors and 1Tustee Member of
The Beacon Council of Miami -Dade County, Florida -
1995-Present
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 - 20DD
Annual Chairperson "The Gala Dinner" produced :
by Children's Resources benefiting various charitable organizations
in Miami -Dade and Broward Cotmties, Florida
1995-1991
Cu- Sponsor with the Miami Herald "Women of Influence "Awards
1989- 1991
Member, Chamber of Commerce, Miami, Florida
I•:ducalloit and Professional Cerrlificatiorrsr
Current Certifications: insurance licensed for Life, Health and Variable
Annuities.
.NASD: Series 7 and Series 63
Prior Certifications: Commodity License, Real Estate License
College Degree: Bachelor of Art, Dowling College, tNery York