Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.4 M
Salary
- Unknown
Employment
- Started 03/08/2021
Records
Financial Disclosure Details - OGE Form 278e (01/26/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Director, Girl Innovation, Research, & Learning Center | 3/2021 | |
2 | New York, New York | Senior Associate | 3/2021 | |
3 | New York, New York | Deputy Director, Girl Innovation, Research, & Learning Center | 7/2019 | |
4 | New York, New York | Associate II | 7/2019 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Population Council, Inc. (international health & development research) | Salary | $174,485 | |
2 | Population Council, Inc., defined contribution plan | |||
2.1 | TIAA-CREF Lifecycle 2045 Fund, Institutional Class (TTFIX) | $100,001 - $250,000 | None (or less than $201) | |
3 | AED / FHI 360, 403(b) plan | |||
3.1 | MetLife Fixed Interest Account | $1,001 - $15,000 | None (or less than $201) | |
3.2 | MetLife Russell 2000 Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.3 | MetLife MSCI EAFE Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.4 | MetLife Mid Cap Stock Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.5 | MetLife Aggregate Bond Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.6 | MetLife Stock Index Portfolio | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to retain this defined contribution plan. Neither the plan sponsor nor I will make further contributions after my separation. | 8/2013 | |
2 | Washington, District of Columbia | I will continue to retain this 403(b) plan. Neither the plan sponsor nor I will make further contributions after my separation. | 10/2002 | |
3 | New York, New York | Pursuant to standard employment benefits, I will continue to receive health care benefits from the plan sponsor until March 31, 2021. | 8/2013 | |
4 | New York, New York | Pursuant to my employment agreement, I will receive my final paycheck for services rendered during the week before my separation. I cannot state with certainty when the payment will be made. | 8/2013 | |
5 | New York, New York | Pursuant to my employment agreement, I will receive a payout for vacation days accrued before my separation. I cannot state with certainty when the payment will be made. | 8/2013 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | Director, Girl Innovation, Research, & Learning Center; Senior Associate; Deputy Director, Girl Innovation, Research, & Learning Center |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fenway Strategies, LLC (communications strategy) | Salary & Bonus | ||
2 | Soriel Strategies, LLC (communications & speechwriting consulting) (value not readily ascertainable) | Consulting Fees | ||
3 | Soriel Strategies, LLC | Consulting Bonus | ||
4 | Soriel Strategies, LLC | |||
4.1 | "The Survivors: A Story of War, Inheritance, and Healing," HarperCollins Publishers (value not readily ascertainable) | None (or less than $201) | ||
5 | Andela, Inc. (software engineering-as-a- service) | $100,001 - $250,000 | None (or less than $201) | |
6 | PepsiCo, Inc. (PEP) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
7 | PepsiCo, Inc., defined contribution plan | |||
7.1 | Wellington Trust Mid-Cap Opportunities Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7.2 | BlackRock Small Equity Index | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | New York 529 College Savings Program Direct Plan | |||
2.1 | Aggressive Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | Brokerage account #1 | |||
3.1 | Fidelity Asset Manager 70% (FASGX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3.2 | Vanguard S&P 500 ETF (VOO) | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | Microsoft Corporation (MSFT) | $250,001 - $500,000 | Dividends | $1,001 - $2,500 |
3.4 | Fidelity Money Market Fund, Premium Class (FZDXX) | None (or less than $1,001) | $1,001 - $2,500 | |
4 | Brokerage account #2 | |||
4.1 | Janus Henderson Research Fund, Class T (JAMRX) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | UBS Wealth Management USA | $100,001 - $250,000 | 2014 | Revolving |
2 | UBS Wealth Management USA | $500,001 - $1,000,000 | 2014 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3 | In 2011, AED merged with FHI to form FHI 360. My financial records continue to list AED as the plan sponsor. |
3 | 2 | In 2011, AED merged with FHI to form FHI 360. My financial records continue to list AED as the plan sponsor. |
6 | 4 | The brokerage account is jointly held by my spouse and another relative. The full values and income amounts of the underlying assets are reported. |
6 | 5 | The brokerage account is jointly held by my spouse and another relative. The full values and income amounts of the underlying assets are reported. |
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