Estimated Net Worth
  • estimated net worth
    $319 K - $860 K
Salary
  • salary
    Unknown
Employment
  • Started 03/31/2022

Financial Disclosure Details - OGE Form 278e (06/18/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Head of Strategic Partnerships
1/2021
2
Washington DC, District of Columbia
Principal
Present
3
Washington, DC, District of Columbia
Member of the Board (uncompensated )
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Fidelity Freedom Index 2030 W
$100,001 - $250,000
None (or less than $201)
2
Milken Center for Advancing the American Dream
Salary
$197,729
3
Milken Institute 403(b) Retirement Plan
$1,001 - $15,000
None (or less than $201)
4
Consulting fee - Milken Center for Advancing the American Dream
Consulting Fee
$3,685

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions to this plan.
9/1997
2
Washington DC, District of Columbia
This is a 403(b) Retirement Plan. I intend to have my account balance distributed to another eligible retirement plan, such as the Thrift Saving Plan used by the Federal government.
12/2020
3
Washington, District of Columbia
My consulting business will be inactive during my appointment. There are no outstanding client fees related to my consulting business.
7/2019

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Cultivated and managed strategic and long-term partnerships with corporations, foundations, academic institutions, think-tanks and museums to advance the fundraising and programming of the Center.

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
National Grid PLC Common Stock
$1,001 - $15,000
Dividends
$201 - $1,000
2
22% interest in undeveloped land in Santa Barbara Parish, Faro, Portugal
$100,001 - $250,000
None (or less than $201)
3
U.S. Bank Account (cash)
$100,001 - $250,000
None (or less than $201)
4
Centrica PLC Common Stock
$1,001 - $15,000
Dividends
$201 - $1,000
5
Foreign Bank Account at the Royal Bank of Scotland (cash)
$1,001 - $15,000
None (or less than $201)
6
Royal Dutch Shell Co. Common Stock
$15,001 - $50,000
Dividends
$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
This is a cash account, with cash accumulated in the Milken Institute 403(b) Plan.

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