Estimated Net Worth
  • estimated net worth
    $601 K - $1.7 M
Salary
  • salary
    Unknown
Employment
  • Started 07/04/2021

Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Vice President
1/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
TIAA Traditional Annuity
$15,001 - $50,000
None (or less than $201)
2
Merril Lynch Retirement Asset Savings Program - IIAXX
$15,001 - $50,000
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
1
MassMutual - 457 City of Stamford
None (or less than $201)
1.1
Fidelity Contrafund Fund (FCNTX)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Extended Market Index Fund (FSMAX)
$1,001 - $15,000
None (or less than $201)
2
ING - DCPLUS 457
None (or less than $201)
2.1
DC Plus Large Cap Value
$1,001 - $15,000
None (or less than $201)
2.2
Ariel Fund Institutional Class Shares (ARAIX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate,
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
U.S. credit union #1 - Cash
$100,001 - $250,000
None (or less than $201)
3
U.S. bank #1 - Cash
$100,001 - $250,000
None (or less than $201)
4
U.S. bank #2 - Cash
$1,001 - $15,000
None (or less than $201)
5
U.S. credit union #2 - Cash
$100,001 - $250,000
None (or less than $201)
6
Hennessy Cornerstone Large Growth (HFLGX)
$1,001 - $15,000
None (or less than $201)
7
Brokerage Account
7.1
Fidelity Advisor Floating Rate High Income
$15,001 - $50,000
None (or less than $201)
7.2
Fidelity Advisor Industrials Fund
$15,001 - $50,000
None (or less than $201)
7.3
Fidelity Advisor Diversified International Fund
$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 2019
2
1
From prior employment with Syracuse University
2
2
Money Market Account, originally established while with former employer (Bearing Point)

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