Estimated Net Worth
  • estimated net worth
    $75 K - $600 K
Salary
  • salary
    Unknown
Employment
  • Started 08/29/2022

Financial Disclosure Details - OGE Form 278e (05/26/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington County Public Health Division
Arlington, Virginia
MRC Volunteer (COVID-19 Operations)
Present
2
Washington, District of Columbia
WH Advance Associate (for Political Trips/Events)
8/2022
3
Washington, District of Columbia
Advance Associate/Consu ltant
Present
4
New York, New York
Advance Associate
6/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Democratic National Committee, on behalf of White House Advance (Political)
Salary
$6,000
2
Office of Barack and Michelle Obama
Salary
$1,800
3
Harry Walker Agency (on behalf of Office of President Obama)
Salary
$4,000
4
Ameriprise - Roth IRA (Brokerage)
4.1
SPDR Portfolio S&P 500 ETF (SPLG)
$1,001 - $15,000
None (or less than $201)
4.2
iShares Edge MSCI Min Vol USA ETF (USMV)
$1,001 - $15,000
None (or less than $201)
4.3
JOHN HANCOCK STRATEGIC INCOME OPPTYS CL I (JIPIX)
$1,001 - $15,000
None (or less than $201)
4.4
Hartford International Value Fund Class I Shares (HILIX)
$1,001 - $15,000
None (or less than $201)
4.5
DELAWARE IVY VALUE CL I (IYAIX)
$1,001 - $15,000
None (or less than $201)
4.6
John Hancock Classic Value Fund Class I Shares (JCVIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
2
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Ameriprise - Managed, Active Investment Portfolio
3.1
iShares MSCI EAFE Value ETF (EFV)
$1,001 - $15,000
None (or less than $201)
3.2
VANGUARD MID CAP ETF (VO)
$1,001 - $15,000
None (or less than $201)
3.3
Columbia Multi-Manager Total Return Bond Strategies Fund Institutional Cl Shs (CTRZX)
$1,001 - $15,000
None (or less than $201)
3.4
Columbia Multi-Manager Small Cap Equity Strategies Fund Institutional Cl Shs (CZMSX)
$1,001 - $15,000
None (or less than $201)
3.5
Columbia Multi-Manager Value Strategies Fund Institutional Class Shares (CZMVX)
$15,001 - $50,000
None (or less than $201)
3.6
ALLSPRING EMERGING MARKETS EQUITY INSTL CL (EMGNX)
$1,001 - $15,000
None (or less than $201)
3.7
Nuveen Limited Term Municipal Bond Fund Class I Shares (FLTRX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Ethics approval received 9/16/22.
1
3
Ethics approval received 9/16/22.

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