HomeMy WebLinkAboutPension General_Documentation_Tab 05_08/06/2007Michael D. & Doris A. Rhodes
11 Eastwinds Cr.
Tequesta FL 33469
Phone: (561) 744-3337
Mobile: (561) 827-8900
Fax: (561) 747-0019
Sent Via Email to lmcwilliams@tequesta.org
July 30, 2007
Lori McWilliams
Pension Board Coordinator
Village of Tequesta
PO Box 3273
345 Tequesta Drive
Tequesta, FL 33469
Reference: Volunteer Position for the General Employee's Pension Board
Dear Lori:
Upon returning from another extended trip (combined business and personal summer
vacation) this past Sunday evening, I saw your letter dated June 15 as well as retrieved a
voice mail in regards to the open position on the Pension Board.
Before going further, I do sincerely apologize for my contribution to the prolonged
dialogue of back and forth communication on this subject; despite the fact my interest
remains sincere going back to over one year ago when I first submitted an overview of
myself to your predecessor.
Please find on the following page a very brief overview regarding my background. I do
appreciate the fact the deadline mentioned in your letter has passed and the Pension
Board as a functioning group must proceed. But please do let me know if you have any
desire to talk further. I will remain in south Florida until August 24t" before my next
overseas trip
In closing, if circumstances don't allow me to participate in the immediate future, if you
like, please keep this letter and background overview on file for future reference.
Sincerely,
Mi,cl~~e~ D ~2l~odes
Michael D Rhodes
Brief Background Overview of
Michael D. Rhodes
11 Eastwinds Cr.
Tequesta, FL 33469
Professional Experience
• Goodmark plc -Currently the Finance Director for this global manufacturer and
importer/distributor organization responsible for all aspects of finance,
accounting, legal and strategic planning.
Included in these responsibilities is the oversight and management of all
necessary disciplines relating to the USA 401 K plan, and equivalent foreign
affiliate retirement plans to include investment manager(s) selection, investment
options, fund manager investment policy and performance monitoring, plan
administration and all statutory filings and returns
• Previously over the past 13+ years was the Chief Financial Officer of two other
companies which included the responsibilities associated with the administration
of all defined benefit pension plans and self-directed qualified retirement plans.
This has included management and oversight of the Defined Benefit Pension Plan
of the Alexander Proudfoot Consulting Company which over a six year period
grew in assets of approximately $22M to $75M in addition to one other corporate
401 K plan similar in asset size and scope.
Professional Qualifications & Education
• CPA from the State of Tennessee (1987) and member of the AICPA.
• MBA in Finance and Administration from the University of Memphis (1984)
Personal Facts
• Married to Doris Ann Rhodes
• Both have been full time residents of Tequesta since 1991
• Members of the First Baptist Church of Tequesta; served 14 years on their
Finance Committee; all but one as Chairman.