Estimated Net Worth
  • estimated net worth
    $299 K - $891 K
Salary
  • salary
    $130 K
Employment
  • Started 01/18/2022

Financial Disclosure Details - OGE Form 278e (02/17/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
McLean, Virginia
VP, Growth, Capital One Investing
12/2021
2
Washington, District of Columbia
Senior Policy Advisor
1/2021
3
McLean, Virginia
Senior Director, United Income
9/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Capital One
Severance
$250,633
2
PT Fund, Inc.
Salary
$11,801
3
Capital One, ESPP account
None (or less than $1,001)
$43,802
4
Capital One
Salary/Bonus
$450,468
5
JP Morgan Managed IRA
5.1
FIDELITY 500 INDEX-INST PRM
$15,001 - $50,000
None (or less than $201)
5.2
SIX CIRCLES US UNCONSTR EQ
$1,001 - $15,000
None (or less than $201)
5.3
SIX CIRCLES INTL UNCON EQ
$1,001 - $15,000
None (or less than $201)
5.4
FIDELITY INTL INDX-INST PRM
$1,001 - $15,000
None (or less than $201)
5.5
SIX CIRCLES GLOBAL BOND
$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
1
McLean, Virginia
Ran growth team responsible for increasing assets under management.
2
Washington, District of Columbia
Helped prepare economic policy agenda.

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 (Cash)
$250,001 - $500,000
Interest
$201 - $1,000

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
2
3
Account consisted of Capital One stock shares which were divested before beginning Federal employment.
2
8
I had equity in my prior employer United Income, which sold to Capital One in July 2019. As part of the transaction, a portion of my equity was held in escrow and paid in February 2021.

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