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Home My WebLink AboutDocumentation_Regular_Tab 10_01/14/2016 VILLAGE OF TEQUESTA / MEMORANDUM � Vill CI rk' ff' _�, age e s O ice TO: Michael Couzzo, Village Manager CC: Mayor and Council FROM: Lori McWilliams, Village Clerk DATE: January 4, 2016 SUBJECT: APPOINTMENT OF TWO MEMBERS TO THE GENERAL EMPLOYEE PENSION BOARD There are currently two vacancies on the General Employee Pension Board (Mr. Cary Levine and Mr. Carl Hansen). The Board of Trustees meets quarterly on the 1 st Monday of the month quarterly (February, May, August, November) to review information regarding the respective pension funds. Board membership is open to all residents over 18 years of age, who are registered voters within the Village of Tequesta. It is necessary that volunteer Pension Board Members have a background in Finance, Pension Funds, or related experience in the financial field. Both positions are to fill the remainder of a term which expires on 5/11/17. I have received four applications: A licants - Jesse G. Oakle , III Bernard Ward revious BOA member Anne Amedeo Submit by Email Print Form VILLAGE OF TEQUESTA BOARDS AND COMMITTEE APPLICATION �� ' - 4 �,,; ' '°�_ :•�-.•- • • •- �. Board of Adjustment 0 Planning and Zoning Board � General Employee Pension Board 0 Public Safety Pension Board � History Committee � Audit Committee � (currentl disbanded) � • � � � �.�:.,�.:" -. ..- . -. .- . ..- . . .- . -. -. . Name Jesse G. Oakley, III Address g0 Beechwood Trail Email jesseoakley@equineaccounting.com Home Phone (561) 839-9564 Business Phone (561) 747-6615 Cell Phone (561) 758-6353 Current Employer Jesse G. Oakley, III, CPA, Pd Occupation Certified Public Accountant Position/Title Owner • •- • Length of Residency within the Village of Are you a registered voter? (Board Tequesta (incorporated residents only should membership requires you to be a registered voter) a pp�y� 28 Years Yes _ . • . High School Eastern High School College, Trade or Business School University of Georgia Special Interests Accounting/bookkeeping for small businesses, tax services: consultation/preparation, small business start-up and consulting. Boards and Committee Application Page 2 • • • • Are you currently serving on other Boards and Committees (local/county/state)? No If yes, which: Describe your duties: List and describe all organization affiliations and positions you have held that would be applicable to your service as a board / committee member. Certified Public Accountant: Florida and Kentucky. Member: American Institute of Certified Public Accountants and American Horse Council. Volunteered: Reviewed financial statements for First Presbyterian Church of Tequesta and Homeowner's Association of Tequesta Pines. _. .. ,� � , r � 7 . � , .� �� i .:��. __ Professional Summary: CPA (Florida & Kentucky). Wide experience, both public and private (Corporate) environments. Wholesale Fuel Distribution, Retail Convenience Stores (C-Stores), Real Estate Development, Thoroughbred Equine industry and Small and Medium-Sized business accounting and taxation. Chief Financial Officer (CFO) Donnini Enterprises, Inc./Reliance Petroleum Company, Ltd., $190,000,000 Wholesale Petroleum Marketer. Most recently, owner of full service CPA firm. Skills: Develops Financial Systems & Reporting Packages — Income Statements, Budgets & Forecasts — Policies, Procedure & Internal Controls — Financing/Refinancing — Negotiator — Analyst — Expansion/Investment Strategies — Financial Reports & Summaries — Cash Manager — Bank Relations — Supervisor — Excel — QuickBooks — ProSeries Professional Tax & HR Hess Factor Accounting Software I certify that the statements I have made on this form are true, complete and accurate to the best of my knowled e. SIGNATURE Date: 12-30-2015 VILLAGE OF TEQUESTA BOARDS AND COMMITTEE APPLICATION �r�� f' � * ,� . :..-..- . . .• .- . . Board of Adjustment � Planning and Zoning Board � General Employee Pension Board � Public Safety Pension Board � History Committee � Audit Committee � currentl disbanded • � �- � • . .- . .. -. ..- . -. - - .- - . ..- . . .- . -. -. . - Name Bernard J. Ward Address 2g Starboard Way, Tequesta, FL 33469 Email ben.ward1982@att.net Home Phone 561-758-3558 Business Phone 561-682-6314 Cell Phone 561-758-3558 Current Employer So. FL Water Mgmt District Occupation Real Estate Position/Title Section Leader-Real Estate � •• � • Length of Residency within the Village of Are you a registered voter? (Board Tequesta (incorporated residents only should membership requires you to be a registered voter) app�y� 14.5 yrs, April 2001 Yes � � � � High School Marquette, West Point, IA College, Trade or Business School University of lowa, BBA-Marketing S ecial Interests C;ommunity service, volunteering, traveling, camping, boating, fishing Boards and Committee Application Page 2 • � � • • � • Are you currently serving on other Boards and Committees (local/county/state)? No If yes, which: Describe your duties: List and describe all organization affiliations and positions you have held that would be applicable to your service as a board / committee member. Village of Tequesta Board of Adjustment Member 2004-2012 International Right of Way Association - Board member at local, regional & national levels 1997-2013 PBS&J/Atkins - Manager of Right of Way Services at the local, regional & national levels, 1990-2013 •- . • • . . �-• Senior right of way and real estate professional who has developed and managed local, regioanl & national programs for over 32 years. Proven experience in senior leadership, project management, practice marketing, staffing, corporate team building, budgeting and accounting as well as in-field agent experience. I certify that the statements I have made on this form are true, complete and accurate to the best of my knowled e. SIGNATURE , Date: 1-3-2016 Submit by Email Print Form VILLAGE OF TEQUESTA BOQRDS AND COMMITTEE APPLICATION :. -..- . . .- ... � Board of Adjustment � Planning and Zoning Board � � General Employee Pension Board 0 Public Safety Pension Board � I History Committee � Audit Committee T � �� currently disbanded • �• s . .- . .. :. ..- . -. .- . ..- . . .: . : . �. . : Name Anne Amedeo Address 45 Chapel Court, Tequesta, FL 33469 Email anne.amedeo@amtrustgroup.com Hame Phone Business Phone (561) 348-5064 Cell Phone (315) 771-5290 Current Employer AmTrust Group Occupation ACCOUntant Position/Title Accounting Supervisor � •• s Length of Residency within the Village of Are you a registered voter? (Board Tequesta (incorporated residents only should membership requires you to be a registered voter) apply} 3 years Yes � . � High School College, Trade or Business School Beavercreek HS, Beavercreek, � SUNY Undergrad, Univ. of Phoenix MBA Special {nterests � Business, cooking, gardening, golf i I I I Boards and Committee Application Page 2 s • • � Are you currently serving on other Boa�ds and Cammittees (localicounty/state)? No If yes, which: Describe your duties: List and describe all organization affiliations and positions you have held that would be applicable to your service as a board / committee member. � I have a background in finance and would like to serve the community in which I live. i i I �- • • . � :• I I have my Masters of Business Administration and have worked in the accounting fie{d for more � than 20 years, with the last 15 years in the insurance industry. One of my core responsibilities is accounting for the many investments held by the insurance company. I certify that the statements I have made on this form are true, complete and accurate to the best of my knowled e. � SIGNATURE � �i�� ,,��-�--- Date:01-03-2016 �--- -- �'------ — —�