04-22-08 Item 111
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RESOLUTION NO.
A RESOLUTION OF THE MAYOR AND CITY COMMISSION
OF THE CITY OF SOUTH MIAMI, FLORIDA, RELATING TO
BOARDS AND COMMITTEES; RE- APPOINTING PETER
ISERN TO SERVE ON THE PENSION BOARD FOR A TERM
ENDING APRIL 21,2010; AND PROVIDING AN EFFECTIVE
DATE.
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 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.
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 Peter Isern to the Pension
o . sI
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.
PASSED AND ADOPTED THIS 22" DAY OF APRIL, 2008
ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM:
CITY ATTORNEY
MAYOR
COMMISSION VOTE:
Mayor Feliu:
Vice Mayor Beasley:
Commissioner Wiscombe:
Commissioner Palmer:
Commissioner Beckman:
06/15/2007 15:02 3055369833 UBSFINANCIALSERVICES
F 1 a r i d A
..nA
"ik `•�ti *t�.�gi 2001
CITY OF SOUTH MIAMI BOARD /COMMITTEE APPLICATION
6130 Sunset Drive .Phone IV& 305- 663 -6340
South Miami, FL 33143 Fax No. 305- 663 -6348
I. Neme: eT �ePn
2. Home Address:'
3. Business Address:' --
4. Home Phone No. _ — — � _ Business Phone No.'
L - - -Fax- loo. y
S. E-mail Address:
6.
PAGE 02
7. Community Service:
C (L.6 or L: N tc oK
P'�lu.�' I�O�I�c� i�tv►t�O�e��� l�clOC:c�i'�D^
S. Are you a registered voter?
9. Are you a resident of the City?
10. Do you have a business in the City?
T")— No
Yes 0
Yes No
11. Ethnic Origin?
White Non - Hispanic African American _ ispa�American Othe r
12. 1 am interested in serving on the following board(s) /coaimittee(s):
2e n Q aC. G
Signatu re r
A.p ern
Reviled M
Date. 4 S g
THIS APPLICATION WILL REMAIN ON FILE FOR ONE YEAR
06/15/2007 15: 02
Peter Isem
Work_ Address
Home Address
OBJECTIVE:
To obtain a seat on the City of South Miami Pension Board.
EDUCATION:
University of Pennsylvania — Whart on School
Certified Investment Management Analyst (CIMA) Certification, November, 2000
University of Miami, Coral Gables, FL
Certificate in Personal financial Planning, May, 1997
Bachelor of Science Economics December, 1989
PAGE 03
EXPEPJENCE:
UBS, Miami, FL
Financial Advisor, May, 2006 to Present
o Help clients develop financial solutions through a comprehensive investment management
consulting process
e 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
BUSINESS & COMMUNITY INVOLVEMENT:
• Kiwanis Club of Little Havana
• Key Biscayne Chamber of Commerce
• Investment Management Consultant's Association
• Fraternal Order of Police Miami Lodge 920
• Miami Police Benevolent Association
SKILLS:
• Microsoft Word, Excel, PowerPoint, ACT!, Bloomberg
• Fluent in Spanish