Terri Echarte Application PackageEcharte Terri K
Last Name First Name Middle Initial
3000 Royal Palm Ave Miami Beach
Home Address City
FL 33140
State Zip Code
30579876103057987610
HomeWork
terriecharte@gmail.com
Email Address
3057987610
Cellular
Miami Beach
Business Address
3000 Royal Palm Avenue
City
Florida
State
33140
Zip Code
Terri K Echarte Consulting LLC
Occupation:Business Name:
Owner
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:
Budget Advisory Committee
Ad Hoc Host Committee for the March 2022 Aspen Ideas Climate Conference
Ad Hoc Neighborhood Resiliency Projects Advisory Committee
BOARD AND COMMITTEE
APPLICATION FORM
Note:If applying for the At-Large position of the Historic Preservation Board, please answer the below
questions:
Have you ever resided in one of the City's Historic Districts for at least one year?Yes
No Address in City Historic District submitted.
Professional License
License Number Issuance Date Expire Date
Commercial Real Estate Broker BK421690 8/1/2020 9/30/2022
Note:If you are seeking appointment to a professional seat (e.g. attorney, architect, etc.), you must attach a copy of
your currently effective corresponding professional license.
Pursuant to City Code section 2-22(4) a, b and c: Members of Agencies, Boards, and Committees shall be
affiliated with the city. This requirement shall be fulfilled in the following ways:
YesResident of the City for a minimum of six (6) months:
Demonstrate an ownership interest in a business established in the City for a minimum of six (6) months:Yes
AFFILIATION WITH THE CITY OF MIAMI BEACH
a.
● I am resident of:N/A
Or
b.
"Ownership Interest" shall mean the ownership of ten percent (10%) or more (including the ownership of 10%
or more of the outstanding capital stock) in a business.
"Business" shall mean any sole proprietorship, sponsorship, corporation, limited liability company, or other
entity or business association.
c.Full-time employee of such a business (for a minimum of six months); and I am based in an office or
other location of the business that is physically located in Miami Beach (for a minimum of six months):Yes
Notwithstanding the requirements set forth herein, the qualified full-time employee of a business must be
approved by a 4/7th vote of the Mayor and City Commission.
NOTE: Members of Agencies, Boards, and Committees shall be required to demonstrate compliance with the
City affiliation requirements of section 2-22 (4) a and b of the Miami Beach City Code by executing an affidavit,
stipulating that they have met either (or both) of said affiliation requirements. The original affidavit shall be filled
with the Office of the City Clerk prior to being sworn in as a member.
Or
No● Have you ever been convicted of a felony:If yes, please explain in detail:
● Do you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail:
● Do you currently owe the City of Miami Beach any money:No If yes, please explain in detail:
● Are you currently serving on any City Boards or Committees:Yes If yes, which board?
Budget Advisory Committee
● Are you presently a registered lobbyist with the City of Miami Beach?No
● I am applying for an appointment because I have special abilities, knowledge and experience. Please list below:
I am applying for reappointment to the Budget Advisory Committee. I have 30 + years of experience in business,
commercial real estate, banking, finance and lending. I have been a resident of the City of Miami Beach since
1989. We have raised our family here on Miami Beach. We have been and conti
NOTE: IF APPOINTED, YOU WILL BE REQUIRED TO FOLLOW CERTAIN LAWS THAT APPLY TO CITY
BOARD/COMMITTEE MEMBERS. THESE LAWS INCLUDE, BUT ARE NOT LIMITED TO:
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).
o Sunshine Law - Florida's Government-in-the-Sunshine Law was enacted in 1967. Today, the Sunshine Law
regarding open government can be found in Chapter 286 of the Florida Statutes. These statutes establish a basic
right of access to most meetings of Boards, Commissions, and other governing bodies of state and local
governmental agencies or authorities.
o Voting conflict - Form 8B is for use by any person serving at the county, city, or other local level of government on
an appointed or elected Board, Council, Commission, Authority, or Committee. It applies equality to members of
advisory and non-advisory bodies who are presented with a voting conflict of interest under Section 112.3143.
Florida Statutes.
● In what organization(s) in the City of Miami Beach do you currently hold membership in?
Name Position
100+ Women Who Care Miami Beach Co-founder and member
● List the address of all properties owned or in which you have an interest within the City of Miami Beach:
Property
3000 Royal Palm Ave., Miami Beach
If so, which department and title?No● Are you now employed by the City of Miami Beach:
● Pursuant to City Code Section 2-25 (b):
Do you have a parent, spouse, child, brother, or sister who is employed by the City of Miami Beach?No
If "Yes", identify person(s) and department(s):
No relative's information submitted.
BOARD & COMMITTEE FINANCIAL ACKNOWLEDGEMENT STATEMENT
Acknowledgement of fines/suspension for Board/Committee Members for failure to comply with
Miami-Dade County Financial Disclosure Code Section 2-11.1(i)(2)
I understand that no later than July 1, of each year all members of Boards and Committees of the City of Miami
Beach, including those of a purely advisory nature, are required to comply with Miami-Dade County Financial
Disclosure Requirements.
One of the following forms must be filled with the City Clerk of Miami Beach, 1700 Convention Center Drive,
Miami Beach, Florida, no later than 12:00 noon of July 1, of each year:
1. A "Source of Income Statement;" or
2. A "Statement of Financial Interests (Form 1)¹ ;" or
3. A Copy of your latest Federal Income Tax Return.
Failure to file one of these forms, pursuant to the Miami-Dade County Code, may subject the person to a fine of no
more than $500, 60 days in jail, or both.
_____________________________
¹ Members of the Planning Board and Board of Adjustment will be notified directly by the State of Florida, pursuant
to F.S. §112.3145(1)(a), to file a Statement of Financial Interests (Form 1) with the Miami-Dade County Supervisor of
Elections by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the
County Supervisor of Elections automatically satisfy the County’s financial disclosure requirement as a Miami Beach
City Board/Committee member and need not file an additional form with the Office of the City Clerk. However,
compliance with the County disclosure requirement does not satisfy the State requirement.
DIVERSITY STATISTICS REPORT
The following information is voluntary and has no bearing on your consideration for appointment. It is being asked to
comply with City diversity reporting requirements.
WhiteRace/Ethnic Categories
What is your race?
No details providedOther Description:
Gender:Female
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.No
Physically Challenged:No
I HEREBY ATTEST TO THE ACCURACY AND TRUTHFULNESS OF THE APPLICATION; AND I HAVE
RECEIVED, READ AND WILL ABIDE BY CHAPTER 2, ARTICLE VII, OF THE MIAMI BEACH CITY CODE,
ENTITLED “STANDARDS OF CONDUCT FOR CITY OFFICERS, EMPLOYEES AND AGENCY MEMBERS AND
ALL OTHER APPLICABLE COUNTY AND/OR STATE LAWS AND STATUTES ACCORDINGLY.”
I Terri Echarte agreed to the following terms on 11/9/2021 12:34:29 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No. Date
Board and Committee Application Checklist: Please ensure you have provided all information before applying or
reapplying to any Board and Committee.
YES
YES
YES
YES
I have answered all questions fully.
I have uploaded a current resume, photograph, and a copy of any applicable professional license.
I have completed and attached the Board & Committee Financial Acknowledgment Statement.
I have completed and attached the Diversity Statistics Report.
If you have any questions, please contact the Office of the City Clerk via email: BC@miamibeachfl.gov or
telephone: 305.673.7411
Note: Florida Statutes 119.071: The role of the Office of the City Clerk is to receive and maintain forms filed as
public records. If your home address, telephone numbers, and/or photograph are exempt from disclosure and you
do not wish your home address, telephone numbers, and/or photograph to be made public, please:
1) Use your office or other address for your mailing address;
2) Use your office or other telephone number for your contact number; and
3) Do not attach a photograph.
Terri K. Echarte, Senior Vice President, Private Banker
Gibraltar Private Bank & Trust, 400 41st St., Miami Beach, FL 33140
(home) 3000 Royal Palm Ave., Miami Beach, FL 33140
305-798-7610 personal cell
786-424-0865 work cell
techarte@gibraltarprivate.com
Terri Echarte joined Gibraltar Private Bank in June, 2013. Gibraltar Private Bank & Trust (“GPBT”) provides a complete
suite of banking, lending and wealth management services to clients that expect a differentiated level of service and
responsiveness. GPBT’s client base primarily consists of professionals in the legal, medical and financial industries,
as well as high net worth individuals and families, entrepreneurs, and privately owned businesses.
As a Private Banker, Terri is the main point of contact for a portfolio of private banking clients and oversees their
personal and business-related banking and lending needs. GPBT is known to provide “concierge level” service whether
it be related to business or personal banking, personal or business lines of credit, residential mortgage lending,
commercial real estate lending, wealth management, and fiduciary and trust company services.
Terri is an experienced commercial real estate generalist having been in the commercial real estate industry since the
mid-80s. She has had a focus in finance, client relations and marketing, and also has experience in asset management,
property management, acquisitions and dispositions of all t ypes of properties.
Prior to joining GPBT, Terri was a Managing Director with Atlantic | Pacific Companies (2010-2013), a 4th generation
diversified real estate firm involved in owning, managing and developing multifamily rental properties as well as
providing third party management to owners and investors of multifamily and commercial real estate . Terri primarily
focused on new business development for all of A|P’s real estate platforms, including receiverships, property and asset
management, acquisitions, and real estate advisory services.
In 2009, at the height of the financial crisis, Terri opened the Miami office for the Douglas Wilson Companies, a 20 year,
national firm specializing in real estate receiverships. As Regional Managing Director, Ms. Echarte marketed the firm’s
services to lenders and attorneys in Florida, the Southeast, and along the East Coast promoting the firm’s track record
in providing solutions to troubled real estate, operating in a judicial setting.
From 2006-2009, Terri was a Managing Director for HFF (Holliday Fenoglio Fowler), a national real estate investment
banking company with offices throughout the US. During her tenure with HFF, Terri acquired clients for the firm and
arranged debt financing for office, hotels, retail, multifamily and mixed-use real estate projects primarily in Florida.
Prior to HFF, Terri served as Senior Vice President with Bank of America for nearly ten years in the Commercial Real
Estate Bank and in Bank of America’s securitized lending area. During that time, Terri managed a commercial real
estate loan portfolio for the bank’s Tier I clients, and was a senior loan production officer charged with procuring
additional credit and non-credit business for the bank. Terri also served Bank of America as a Senior Underwriter
working through the credit and underwriting process to structure loans, obtain approvals , and close loans.
As a real estate generalist, Terri began her real estate career in asset management for I.R.E. Financial Corp., a public
real estate syndicator. She also worked in acquisitions and dispositions for United Trust Fund, a 30+ year, family owned
company specializing in sale-leasebacks of corporate real estate, and was the Director of Client Relations for IBEX
Institutional Advisors, a pension fund advisor to the California Public Employees’ Retirement System (CalPERS), as
well as an advisor to a number of offshore institutional and private clients.
Terri is a graduate of Boston College’s School of Business Administration and completed her MBA with the University
of Miami. Terri is a licensed real estate broker and mortgage broker. Terri has served on the Boards of Commercial
Real Estate W omen (CREW -Miami) and the RMA (Risk Management Association) and is a Founding Member of 100+
Women Who Care, Miami Dade Chapter, a 501c3 focused on local giving and awarding grants to qualified charities
doing business in Miami. She is also a Pillar member of the Miami Beach Chamber of Commerce through Gibraltar
Private Bank’s membership, and a participant in the Women’s Business Council, Real Estate Council and Advocacy
Council.
Terri and her husband raised two children on Miami Beach and remain proud residents of Miami Beach since 1989.