Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.5 M - $13.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (07/27/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York City, New York
Director
Present
2
New York City, New York
Trustee
Present
3
New York, New York
Ex-Officio Member
Present
4
New York, New York
Deputy Secretary for Labor & Workforce
1/2020
5
New York, New York
National Director, Small Business & Entrepreneurship & Senior Advisor on Labor
4/2020
6
New York, New York
Agency Review Team Member for Commerce
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
NEW YORK STATE DEFERRED COMPENSATION PLAN, 457(b)
1.1
Stable Income Fund
$50,001 - $100,000
None (or less than $201)
2
State of New York
Salary
$38,007
3
DNC Services Corporation
Salary
$39,158
4
National Employer Services
Salary
$51,631
5
PT Fund
Salary
$8,238
6
New York State & Local Retirement System Pension Plan: eligible for $3,221.86/mo. at age 62
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Albany, New York
I will continue to participate in this defined benefit plan
10/2004
2
New York, New York
I will continue to participate in this deferred compensation plan. The plan sponsor no longer makes contributions.
1/2012

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Albany, New York
Deputy Secretary for Labor & Workforce
2
Washington DC, District of Columbia
Agency Review Team Member
3
Chandler, Arizona
National Director - Small Business & Entrepreneurship & Senior Advisor on Labor
4
Washington DC, District of Columbia
Regional Coalitions Director - NE

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Accenture Plc (ACN)
$1,000,001 - $5,000,000
Capital Gains
$5,001 - $15,000
2
Accenture Plc 401k
2.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,001 - $15,000
None (or less than $201)
2.2
PIMCO Stable Value Fund
$100,001 - $250,000
None (or less than $201)
2.3
Vanguard Institutional Total Bond Market Index Trust
$250,001 - $500,000
None (or less than $201)
2.4
Vanguard Institutional 500 Index Trust
$500,001 - $1,000,000
None (or less than $201)
2.5
Vanguard Small Cap Index Fund
$50,001 - $100,000
None (or less than $201)
2.6
Vanguard Emerging Markets Fund
$50,001 - $100,000
None (or less than $201)
2.7
Vanguard Inst Total International Stk Mkt Index Trust
$500,001 - $1,000,000
None (or less than $201)
3
Accenture PLC
salary/bonus

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,001 - $15,000
None (or less than $201)
2
US bank (cash) #1
$1,001 - $15,000
None (or less than $201)
3
US bank (cash) #2
$1,001 - $15,000
None (or less than $201)
4
US bank (cash) #3
$1,001 - $15,000
None (or less than $201)
5
Residential real estate (New York, New York)
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
TIAA, FSB D/B/A TIAA Bank
$100,001 - $250,000
2006
30-year Term
2
Bank of America
$1,000,001 - $5,000,000
2021
30-year Term
3
Bank of America
$1,000,001 - $5,000,000
2018
30 - year Term
4
Merrill Lynch Loan Management Account
$100,001 - $250,000
2021
revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
3
This loan was paid off as part of a refinance.

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