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HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 18_04/18/2006PUBLIC SAFETY OFFICERS PENSION BOARD OF TRUSTEES 2006 Term: Regular Members - 2 Year terms 5th Member - 2 Year term Re ular Members Position Term Ex iration Chair Resident Representative 02/24/07 Edward Sabin 5~" Member 255 River Drive Tequesta, F133469 776-6706 Secretary Firefighter/Fire 07/15/07 Ray Giblin Representative 357 Tequesta Drive Tequesta, FL 33469 744-4082 Vacant Resident Representative 05/11/08 Ken Nielson Resident Representative 9/7/07 94 Beechwood Trail Tequesta, F133469 Robert Neier Police Representative 04/18/08 357 Tequesta Drive Tequesta, Fl 33469 575-6210 Pension Board Financial Manager -Village Finance Director, JoAnn Forsythe Pension Board Coordinator -Village Clerk -Gwen Carlisle Recording Secretary -Betty Laur April 11, 2006 PUBLIC SAFETY OFFICERS PENSION BOARD OF TRUSTEES Term: Regular Members - 2 Years LIST OF VOLUNTEERS INTERESTED IN SERVING Ms. Joy Kovalchick 21 Palmetto Way Tequesta, Fl 33469 Ms. Vi Laamanen 12 Palmetto Way Tequesta, F133469 746-0796 hm Mr. Kevin Pittman 15 Pinetree Circle Tequesta, F133469 743-4331 hm 748-5050 wk/cell Mr. Michael D. Rhodes 11 Eastwinds Cr. Tequesta, F133469 744-3337 hm 827-8900 cell Mr. William J. Russell, Jr. 478 Tequesta Drive #215 Tequesta, F133469 744-1293 hm April 11, 2006 PSO list of Volunteers 2006 Gwen Carlisle From: Bill Russell [BiIlFloss@webtv.net] Sent: Wednesday, March 01, 2006 3:59 PM To: gcarlisle@tequesta.org Subject: Resume William J. Russell,Jr Born Phila., Pa. 1935 Graduated Washington & Lee University US Army-Honorably Discharged 1959-1973 Butcher & Sherrerd, Phila., Pa. Started as a stockbroker, became Mutual Fund Dept. Manager and then General Partner overseeing our work with Investment Advisors. 1973-1993 President or Principal of three different firms. 1993-2006 Senior Vice President investment advisory I live at 478 Tequesta Drive and am a widower. My Dad was a council member and Mayor in the 1970's '?~fy - ~z~3 y7~ j~~~.~~ ~/L ~ ~~S Investment Advisory firm. i Page l of 1 Gwen Carlisle From: JOY060901 @aol.com Sent: Monday, August 08, 2005 12:26 PM To: gcarlisle@tequesta.org Subject: Re: Pension Board Member Thank you for the notification. 1 will try to make the meeting on Thursday. I also wanted to add a note to my resume, I have been active in a NAIC Investment Club for 7-8 years and had served as President and Secretary during that period. I don't know if that has any bearing but I just wanted to let you know since I omitted in my resume. Sincerely, Joy Kovalchick 4/11/2006 Joy A. Kovalchick Home: 561-748-0760 21 Palmetto Way Email: io~~060901 ~cr~aol.com Tequesta, FL 33469 Experiences: Mortgage contract underwriting, underwriting, processing, closing, funding in the mortgage environment. Trust operations and data processing systems as a manager, analyst, and programmer on mainframe systems involving conversions, training, and system evaluation. Last 10 years in mortgage underwriting for conforming, non-conforming, sub-prime, Jumbos, etc. Professional Experience: Radian Guaranty (MI Company) 2001-2004 Contract Underwriter -Retail conforming, FNMA/FHMLC and non- conforming with many high LTV products requiring PMI. Top producer in getting loans underwritten. Contracted with Washington Mutual & Preferred Home Mtg. Parkway Mortgage 1999-2001 Underwriter -Wholesale and Retail underwriting using various investors Matrixes. Interaction with brokers, investors and account reps. American Mortgage Capital 1997-1999 Underwriter/Supervisor -Sub prime underwriter and Coordinator in the sell of loans to investors, generated reports and calculated pricing. LP used on fall-out. Supervised HMDA reporting & assisted in new office openings. Parkway Mortgage 1996-1997 Underwriter -non-conforming loans involving various states outside FL. Contact with investor's to establish business relationship, pricing & sales. Ocwen Financial 1992-1996. Processor/underwriter -Conforming &non-conforming mortgage loans. Duties included processing, underwriting, closing, funding and post-close. Established contacts with attorneys & auctioneers for out-of--town auction sells of REO properties. Conducted follow-up from mortgages purchased from auction. Developed and implemented progress charts, pipeline reports. Citibank 1990-1992 Mortgage specialist -Conventional & government loan processing and preparation of closing packages nationwide. Education: Business School, college classes Bank and computer related seminars and courses. Trade Show participation Computer savvy Page 1 of 1 Gwen Carlisle From: PITHOMEMTG@aol.com Sent: Monday, July 11, 2005 1:14 PM To: gcarlisle@tequesta.org Subject: Re: Public Safety Pension Board Gwen, Here is a brief resume on myself. I have a BA degree from the University of North Carolina -Charlotte in Business Administration. After college, I worked for a local bank for 14 years as a loan officer. I opened my own business Pittman's Hometown Mortgage Corp in 1998. I am also a licensed REALTOR. I am Past President of the Jupiter/Tequesta Rotary Club, a member of the Chamber of Commerce, Board of Realtors and Jupiter Light Lodge. I currently reside at 15 Pinetree Circle in Tequesta and have been a Tequesta resident for 9 years. I am also a native of this area growing up in the Palm Beach Gardens area. I am married and have 2 sons, ages 5 & 8 that reside with me. I hope this enough information for you Kevin Pittman 15 Pinetree Circle Tequesta, FL 33469 Home - 743-4331 Office/Cell - 748-5050 4/11/2006 Introduction of Michael D. Rhodes 11 Eastwinds Cr. Tequesta FL 33469 Phone: Home (561) 744-3337 Cell (561) 827-8900 RELATED PROFESSIONAL BACKGROUND EXPERIENCE • Currently Finance Director for Goodmark Group, a global manufacturer and importer of party and seasonal holiday products sold primarily to mass retailers, food chain stores, wholesalers, and national drug chain stores. • Among other responsibilities oversee the company's external pension and 401 K plan to include external investment manager selection, establishment of investment policy, investment options, expected performance benchmarks, and periodic investment manager performance evaluations. • Held similar positions of responsibility at three other companies over past 20 years in the management of both defined benefit and self-directed plans which have ranged in size from $ l OM to over $200M. PERSONAL • Married to Doris Rhodes. • Both have been residents of Tequesta since 1990. • BS Degree -University of Southern Indiana • MBA -Finance and Administration, University of Memphis • CPA -State of Tennessee • Member of AICPA • Chairman of Finance Committee (13 years) for Tequesta' First Baptist Church • Desire to contribute and become more involved in future of Village.