07-24-07 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; APPOINTING PETER ISERN
TO SERVE ON THE PENSION BOARD FOR AN UNEXPIRED
(!TERM ENDING MARCH 20, 2008; 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 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.
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 appoints Peter Isern to the Pension
li • ,
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 24TH DAY OF JULY, 2007
ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM:
CITY ATTORNEY
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Feliu:
Vice Mayor Wiscombe:
Commissioner Palmer:
Commissioner Birts:
Commissioner Beckman:
06/15/2007 15:02 3055369333 UBSFINANCIALSERVICES PAGE 02
g o r i d a
ik. ^.A.,•.: F.k ft 1 0.L'i0 2001
CITY OF SOUTH MIAMI BOARD /COMMITTEE APPLICATION
6130 Sunset Arive
community Service:
Phone IV& 305- 663 -6340
.south Miami, FL 33143
Fl wk 04"4 &v;tuole,�� ►C)stOC
C,)r o,
Fax No. 305 -663 -6348
I. Name:
?eTPr���
8.
Are you a registered voter?
{Please�printl
No
2. Name Address:
Are you a president of the City?
Yes
3. Business Address:
Do you have a business in the City?
Yes
1 I.
Ethnic Origin?
4. Home Phone No
White Non - Hispanic_ African American
ispanlc America
Business Phone No. -
12.
1�am interested in serving on the following boards) /committee(s):
Fav No.
S. E -mail Address:
6. Education Background:
5 Lea
1¢c'ea^i► s W
w `�•
e
(to I kC4 e, piq 198
\IL St,
ikn) ,t.e i
8 H O t lt�. -. 1Z ►� 1 90
Fi,,
7.
community Service:
Fl wk 04"4 &v;tuole,�� ►C)stOC
C,)r o,
8.
Are you a registered voter?
Yes
No
9.
Are you a president of the City?
Yes
10.
Do you have a business in the City?
Yes
1 I.
Ethnic Origin?
White Non - Hispanic_ African American
ispanlc America
Other
12.
1�am interested in serving on the following boards) /committee(s):
°
1ehS;an aC.� �
Signature
Appecant
Reviled W2
Date G S g
THIS APPLICATION WILL REMAIN ON FILE FOR ONE YEAR
06/15/2007 15:02 3055369633 UBSFINANCIALSERUICES PAGE 03
Peter Isem
peter.isern @ubs.com
OBJEC'T'IVE:
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
• 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, 19505
• 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 #20
• Miami Police Benevolent Association
SKILLS:
• Microsoft Word, Excel, PowerPoint, ACT!, Bloomberg
• Fluent in Spanish