Terri Echarte Application Package 2Echarte Terri KNAME:
Last Name First Name Middle Initial
3000 Royal Palm Ave Miami BeachHOME ADDRESS:
Apt No.Home No./Street City
FL 33140
State Zip Code
305-798-7610PHONE:
Home Work
terriecharte@gmail.com
Email Address
Miami Beach
Street
3000 Royal Palm Ave
City
FL
State
33140
Zip Code
Address:
GTGM LLC.Position:Business Name:Owner
Pursuant to City Code section 2-22(4) a and b: Members of agencies, boards, and committees shall be affiliated with the city; this
requirement shall be fulfilled in the following ways: a) an individual shall have been a resident of the city for a minimum of six
months; or b) an individual shall demonstrate ownership/interest for a minimum of six months in a business established in the city.
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Ɣ 3OHDVHcircle one): I am now a resident of:
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Yes
Yes
Middle Beach
No
Experienced real estate professional, former banker
Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note that only three (3)
choices will be observed by the City Clerk’s Office. (Regular Boards of City)
Choice 1:
Choice 2:
Choice 3:
Miami Beach Commission For Women
Sustainability Committee
Senior Affairs Committee
No2. Present participation in Youth Center activities by your children
Note: If applying for Youth Advisory Board, please indicate your affiliation with the Scott Rakow Youth Center:
1. Past service on the Youth Center Advisory Board:
No Years of Service:
ages, and which programs. List below:
if yes, please list the names of your children, their
CITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
* Board members are required to file Form 1 – "Statement of Financial Interest" with the State.
If you seek appointment to a professional seat (e.g., lawyer, architect, etc.) on the Board of Adjustment, Design Review
Board, Historic Preservation Board or Planning Board, attach a copy of your currently-effectively license, and furnish the
following information:
Type of Professional License_______________________________ License Number
______________________________
License Issuance Date ___________________________________ License Expiration Date
_______________________
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Error: Subreport could not be shown.
NoƔHave you ever been convicted of a felony:If yes, please explain in detail:
ƔDo you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail:
ƔDo you currently owe the City of Miami Beach any money:No If yes, please explain in detail:
ƔAre you currently serving on any City Boards or Committees:Yes If yes, which board?
Miami Beach Commission for women thru 12/31/19
ƔWhat organizations in the City of Miami Beach do you currently hold membership in?
ƔList all properties owned or have an interest in, which are located within the City of Miami Beach:
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ƔI am now employed by the city of Miami Beach:No Which department?
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The following information is voluntary and is neither part of your application nor has any bearing on your consideration for appointment. It is
being asked to comply with federal equal opportunity reporting requirements.
FemaleGender:
Physically Challenged:No
White
Race/Ethnic Categories
What is your race? Mark one or more races to indicate what you consider yourself to be.
Other Description:
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.No
NOTE: If appointed, you will be required to follow certain laws which apply to city board/committee members.
These laws include, but are not limited to, the following:
o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459).
o Prohibition from contracting with the city (Miami-Dade County Code section 2-11.1).
o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office (Miami
Beach Code section 2-26).
o Requirement to disclose certain financial interests and gifts (Miami-Dade County Code section 2-11.1).
(re: CMB Community Development Advisory Committee): prohibition, during tenure and for one year after leaving office,
from having any interest in or receiving any benefit from Community Development Block Grant funds for either yourself,
or those with whom you have business or immediate family ties (CFR 570.611).
Upon request, copies of these laws may be obtained from the City Clerk.
“I hereby attest to the accuracy and truthfulness of the application and have received, read and will abide by Chapter 2, Article
VII – of the City Code “Standards of Conduct for City Officers, Employees and Agency Members.”
I Terri Echarte agreed to the following terms on
Received in the City Clerk's Office by:
Name of Deputy Clerk
Control No.
Date
Contact
305-798-7610 (Mobile)
terriecharte@gmail.com
www.linkedin.com/in/terri-
echarte-062975b (LinkedIn)
Top Skills
Real Estate
Property Management
Asset Management
Terri Echarte
Commercial real estate investment/finance professional; Co-founder
100+ Women Who Care Miami
Miami Beach, Florida
Summary
Commercial real estate professional with a background in finance,
investment, brokerage and asset management; fitness advocate,
avid cyclist and yogi
Experience
Gibraltar Private Bank & Trust
Senior Vice President, Private Banker and Lender
June 2013 - December 2016 (3 years 7 months)
Miami Beach, FL
Managed clients' personal, family and business banking and lending needs by
providing "concierge banking" including residential lending, construction loans,
commercial real estate loans, business lines of credit and wealth management
to high net worth clients and those seeking a more discerning level of service
and attention.
Atlantic & Pacific Real Estate Group
Managing Director
January 2011 - June 2013 (2 years 6 months)
Miami, Florida
Atlantic | Pacific Companies is a fourth-generation fully integrated real estate
firm which owns, acquires, develops multifamily properties for its own account
and third parties. Atlantic | Pacific Real Estate Group conducted real estate
receivership assignments, provided real estate consulting, and worked closely
with major lenders to provide real estate workout solutions. Terri also oversaw
new business development efforts.
Douglas Wilson Companies
Regional Managing Director
June 2009 - January 2011 (1 year 8 months)
Miami, Florida
Douglas Wilson provides problem resolution, including receivership services
to a diverse client base including financial institutions, law firms, investors,
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state and federal courts and property owners nationwide. Terri headed up
Southeast Region to promote company's receivership and consulting services
and manage marketing and new business development during the real estate
downturn.
Holliday Fenoglio Fowler ("HFF")
Managing Director
March 2006 - June 2009 (3 years 4 months)
Miami, FL
Debt placement, JV equity, and structured finance for commercial real estate
transactions on behalf of institutional and private owners and investors in
Florida, the Southeast and nationwide for boutique investment banking
company.
Bank of America
Senior Vice President
February 1997 - March 2006 (9 years 2 months)
Commercial Real Estate Banking; Loan origination and underwriting;
Securitized Lending
IBEX Institutional Advisors
Director, Client Relations and Marketing
1991 - 1996 (6 years)
Coral Gables, FL
Terri oversaw new business development, marketing, client relations and
participated in acquisitions and dispositions for this Pension Fund Advisor,
primarily representing the California Public Employees' Retirement System
(CALPERS) as well as a number of offshore institutional and high net worth
investors and clients.
United Trust Fund
Acquisitions
1986 - 1991 (6 years)
Miami, FL
Identified sale-leaseback opportunities with public companies and regulated
financial institutions, creating long-term, bond-type net lease investments;
and coordinated the disposition of net leased investments to high net worth
investors.
I.R.E. Financial Corporation
Asset Manager
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1983 - 1986 (4 years)
Miami, FL
Handled commercial real estate asset management and acquisitions for
commercial real estate syndicator.
Education
University of Miami - School of Business
MBA, MBA
Boston College
BS, Business
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