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Home My WebLink AboutAppntmnt - P.Plick - Joslyn Sr Ctr Board (PD Rep) CITY OF PALM DESERT COMMUNITY SERVICES DEPARTMENT STAFF REPORT REQUEST: REQUEST APPOINTMENT OF THE CITY OF PALM DESERT'S REPRESENTATIVE TO THE JOSLYN SENIOR CENTER BOARD OF DIRECTORS SUBMITTED BY: Patricia Scully, CFEE, on behalf of Robert A. Spiegel DATE: July 9, 2009 CONTENTS: Subject Application RECOMMENDATION: By Minute Motion, appoint Pamela Plick to serve as the City of Palm Desert's Representative to the Joslyn Senior Center Board of Directors for a 4-year term commencing August 1, 2009 through June 20, 2013. BACKGROUND: Due to the resignation of Russell Campbell, the position as the City of Palm Desert Representative to the Joslyn Senior Center Board of Directors is currently vacant. Attached is an apptication from Palm Desert resident Pamela Plick to fill this position. Ms. Plick has indicated her willingness to serve in this position. Therefore, it is recommended that she be appointed to the subject board. RespectFully submitted: CITY CnUNCILACTION J� ,/ � A PP ROV E D I)i?N 9 I?i)_.___T______�_ ' 1��.��!�' . � RF:CEIVED (3TFE�i:i21��n�"_ Robert A. Spiegel, Mayor _._ _.___ __ ��r�;�e��vc uaTr ____�__� ' __._ ___. AY[?�s: �� 'i ��.1� _ �%�`1.� _._._____ _ NOt�;�: /`��.�/1�. - A t:4��N T: c�S'✓'i c��t c�/ ��"""'--------.. A�3'�,'TA['!�: /�1;�/Ic� . .____ _ _._._____.-- -__ V�:lLt��:t:� I?Y:��K �'�._____._�...�___^__--- Ot'��rt�l o�► i�'i1c with Cit�� Clc�-tc''� +�)S'�icc �� APPLICATION FOR COMMITTEE/COMMISSION SERVICE ' �;r�,��;> a a Public Document �=^-�'�'. )� ►� � � ��j CITY OF PALM DESERT �.�i � � ^: . � 73510 Fred Waring Drive, Palm Desert, California 92260 3 Telephone: (760) 346-0611 The Application Package for Committee/Commission Service includes this two-page personal information form, along with Applicant Questionnaire to be completed after attending finro (2) meetings of the Committee or Commission Meeting of your choice. 1. Indicate your preference for service on the following Committees or Commissions. Please choose no more than three (#1 = First, #2 = Second, #3 = Third). Architectural Review Commission Marketing Committee Art In Public Places Commission Parks & Recreation Commission Audit, Investment & Finance Committee Planning Commission Building Board of Appeals & Condemnation Project Area Committee Cultural Resources Preservation Committee Public Safety Commission EI Paseo Business Association Board Rent Review Commission Housing Commission � Other: _�'��a;, S��rGr2 Crn�' �'��,rc� Library Promotion Committee 2. Name: ��,�c:tC �� n-e�cv h Last First Middle Initial 3. Residence:'` �� ! �zt�wf�Y �1�12 �f�110'-� P�rn �e5�i��- ��:11� �`760��(0.�� Street City Zip Code Telephone *With some exceptions, residency within the City limits of the City of Palm Desert is required for Committee/Commission Service (P.D.M.C. § 2.34.010[c]). 4. Business Address: '�� -�� uln� �r' � I t S-l� �i: �'o �m��f'��1�� `�'S?�� Street ' C� Zip ode Telephone 5. Education: �a�1U/' b��;i�en�.., ,�r�j rP�. ;n #��s�,►t'►.P�� -r�min rs�rx�7 t� � r I Y1�ar7 Q_� !�'1��1�J:^ c�N r� CM�n�/' �e� 1��r�2��Y1'f'�vl t� �i-�:n C Ct (t �ii� �e S, ,tM��, , . �5 d�r1Clr�r'� . .= L7 �SO �n}i} � �..Qt^�,�p� �nir��u.j I'�avrc'IPar lalD.YCS�i l�vlr i P.s(GJil�. �✓( � 6. Current Occupation: ��n��n�rr� ,� ;�-��o'�_Sc� 7. Em loyment Experience (beginning with present or most current position)� ��,��! �nr� '�q 36l f�y 11�,SJ�4�l�/m�xir�ilr�r•,dl ./�.�,v►� ��.�bb%-- ��e5e�',�' Name of Business/Addr�ss Your Title Employment Dates � ,� r -� � ��-�a��t ds�r ��,� � D�,� ia q _ Name of Business/Address �'�' Your Title Employmen Dates Name of Business/Address Your Title Employment Dates 8. Members of the Planning Commission and Rent Review Commission must be Palm Desert registered voters. �`I have been a City of Palm Desert resident since: 1 � �o?GyU`� �`I have been a registered voter in the City of Palm Desert since: CITY OF PALM DESERT - Application for Committee/Commission Service Page 2 9. Local residents who are qualified to comment on my capabilities(preferably someone not directly connected with the City of Palm Desert): m 1<u ti�u �►-�— 7� �� `� r3��a 1�?�-y ; P� �� £��b �Y�- �0�3� Name Address Telephone � ia�� o i� 3 7�6� 1 ��.�-�v�e, (� 1�, D�er-�'��1 .��7-�j��,� N e Address Telephone �i�� ,�►-e4� �f � ��5 �A I J /9 n�¢- �y�'�l � J� ��' � �021 � 3� d-1�8�� 10. YOUR PERSONAL STATEMENT OF QUALIFICATION (add attachments, if necessary): Sc� r�•�4a Cf�� 11. Have you ever served on any City Committee or Commission previously? If yes, describe: Na Date: ��3��" Applicant Signature: _�� Printed Name: � i� You may attach additional sheets or information as you feel necessary. Application will remain on file as active for a period of two (2) full years or until the City Clerk's Office is notified otherwise. THIS AREA FOR OFFICIAL USE ONLY: � H:\WPdata\WPDOCS\CMTES\cmte appl 2009.wpd 21 January 2009 PERSONAL STATEMENT OF QUALIFICATIONS PAMELA PLICK I am a Financial Advisor with Edward Jones in Pa1m Desert. I have been in the financial services industry for over 20 years. Prior to joining Edward Jones in 2007, I was a Vice President in the Global Wealth and Investment Management Division of Bank of America. I have extensive experience working with high net worth professionals,retirees and sma11 business owners. I focus on helping my clients build and preserve wealth through proactive planning and customized investment solutions. My goal is to educate my clients and the public on the role financial planning should play in their lives and in achieving their long term financial goals. I am a CERTIFIED FINANCIAL PLANNERTM certificant. I have completed the CFP Professional Education Program through the College For Financial Planning and passed the rigorous two-day CFPTM comprehensive exam. In addition, I also hold the specialized designation of Accredited Wealth Management Advisor. I have a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Accounting from California State University, Los Angeles. In addition, I hold the following licenses: Series 7/66 and California Life and Health Insurance. I am actively involved in the Financial Planning Association,the membership organization for the financial planning community. T'he FPA has been built around four Core Values- Competence, Integrity, Relationships and Stewazdship. I am past president of the FPA of the Inland Empire Chapter. I also serve on the board of the Palm Desert Rotary. In addition, I am a member of the Desert Estate Planning Council and The College of the Desert Foundatian Planned Giving Council. Because the majority of clients I work with are retirees and/or transitioning to retirement, I also advocate to them the importance of maintaining their quality of life as they age. Because I believe that education at any age is important, I have participated in several events sponsored by the Joslyn Senior Center. I truly believe in the services that the center provides to the cornmunity and wauld like to utilize my expertise and resources to assist the Joslyn Senior Center in its mission by becoming a member of the board. CFP�and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. r � - � � �--� --~� C �t of Pa I m Desert -� : , y � �f�� , �,.��..�� . � , i ��ih� Committee/Commission . _ ��,�- . •: - Applicant Questionnaire �.. , . . 1 . Please provide your name, address, and telephone number(s):�bo�9�o,�3-�g�� uv�Q 1�t.. �t ►�K ; �5 � �;1�c�,��f3 `�k' l/a � , �� l�7►ri �r.�-''f ��-��/' �l�vs in,o� ° '��3�1 f�J�-h r�/�t7�� I � S��e �{-, a Am ��s�E:r-.�- eI��,�C► �o� `7�:��7�`� � �ct v�� D 1� ct ��'��,�. � h y �0�1'�'� !'Yu.��]Y�S � � h Q Y'� ��Y�'!c:,�`�'4`�`.� r r� �c.3 2. I attended meetings of the �b��°�`'`"� ��"�s �' 3��ra � ��►��`-��5�� (Name of Committee/ ommission) �h�/ on the following dates: 3. I am sti,I interested in serving on this Committee/Commission: � Yes No �5 Cyr, S��rorz �'"��' �3o�t r� a) If yes, please go to #4. b) If no, please go to #5. 4. Please give your general impression of the Committee/Commission after attending its meetings: �T�►e %�1 r�� ,�►1 a� ��-�e� .��z��r��' a.. G�rr�c� S-�v'vi�. f-r� 4 v�2 �?1`VI � � �Vt_ � � 1 � � Cf ��R�� A.t', ,r^ � ��.,�� (over) . � � City of Palm Desert Committee/Commission Applicant Questionnaire Page 2 - 5. Is there another Committee/Commission in which you are interested? Yes � No a) If yes, please indicate the dates of the meetings for this Committee/Commission that you attended and give your general impression: b) If no, the City of Palm Desert thanks you for your interest in membership on its various Committees and Commissions. If you decide in the future that you would again like to be considered for membership, please contact us for a new application package. 6. After attending meetings and completing this Questionnaire, please return it along with your Application for Committee/Commission Service to: Office of the City Clerk Community Services Division City of Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 If you have any questions, please call City Clerk Rachelle Klassen or Deputy City Clerk Grace Mendoza at (760) 346-0611 . (Please attach additional sheets as necessary.) H:\WPdata\WPDOCS\CMTES\questionnaire.wpd 1/21/09