Brian C. Deese
Assistant to teh President and Director of the NEC (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $2.3 M - $4.7 M
Salary
  • salary
    $180 K
Employment
  • 01/20/2021 - 02/23/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (05/02/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
BlackRock, 401(k) plan:
1.1
LifePath 2045 Index Fund
$100,001 - $250,000
None (or less than $201)
1.2
BlackRock, HSA (cash)
$1,001 - $15,000
None (or less than $201)
2
SEP IRA, Charles Schwab:
2.1
US Brokerage Money Market Account (Cash)
$15,001 - $50,000
None (or less than $201)
3
Roth IRA, Charles Schwab:
3.1
RALCX, Russell Investments LifePoints Growth Strategy Fund
$15,001 - $50,000
None (or less than $201)
4
Traditional IRA, Charles Schwab:
4.1
RALCX, Russell Investments LifePoints Growth Strategy Fund
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I continue to participate in the HSA, but have made no contributions since my separation
1/2018
2
Boston, Massachusetts
I continue to participate in the 401(k), but have made no contributions since my separation
10/2017

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
826 Boston, Salary
Salary
2
IRA, Fidelity:
2.1
Fidelity Freedom 2025 (FFTWX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank #1, cash
$15,001 - $50,000
None (or less than $201)
2
iShares Core Aggressive Allocation ETF (AOA)
$500,001 - $1,000,000
None (or less than $201)
3
iShares Core Growth Allocation ETF (AOR)
$500,001 - $1,000,000
None (or less than $201)
4
U.S. bank #2, cash account
$500,001 - $1,000,000
None (or less than $201)
5
MA 529 Account #1
5.1
Fidelity diversified target date
$50,001 - $100,000
None (or less than $201)
6
MA 529 Account #2
6.1
Fidelity diversified target date
$50,001 - $100,000
None (or less than $201)
7
DC 529 account #1
7.1
Total Equity Index Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core MSCI EAFE ETF
Sale
12/08/2021
$15,001 - $50,000
2
IVV, iShares Core S&P 500 ETF
Sale
12/08/2021
$50,001 - $100,000
3
IJR, iShares Core S&P Small Cap ETF
Sale
12/08/2021
$1,001 - $15,000
4
IAGG, iShares Core International Aggregate Bond ETF
Sale
12/08/2021
$50,001 - $100,000
5
CRBN, iShares MSCI ACWI Low Carbon Target ETF
Sale
12/08/2021
$15,001 - $50,000
6
ISTB, iShares Core 1-5 Year USD Bond ETF
Sale
12/27/2021
$50,001 - $100,000
7
iShares Core Aggressive Allocation ETF
Purchase
12/27/2021
$500,001 - $1,000,000
8
IMTB, iShares Core 5 10 Year USD Bond ETF
Sale
12/27/2021
$15,001 - $50,000
9
iShares Core Growth Allocation ETF
Purchase
12/27/2021
$500,001 - $1,000,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper
$250,001 - $500,000
2019
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

Do you have information about Brian C. Deese that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved