Estimated Net Worth
  • estimated net worth
    $471 K - $1.1 M
Salary
  • salary
    Unknown
Employment
  • Started 04/14/2022

Financial Disclosure Details - OGE Form 278e (11/03/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Managing Director
Present
2
New York, New York
Grantor and Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Citi
Salary/Bonus
$881,362
2
Citi, anticipated bonus
$100,001 - $250,000
None (or less than $201)
3
Citigroup, Inc. (C)
None (or less than $1,001)
Dividends Capital Gains
$1,001 - $2,500
4
Citigroup, Inc. (C) unvested deferred stock award
$100,001 - $250,000
Dividends
$2,501 - $5,000
5
Citigroup Inc. 401(k) plan
5.1
BlackRock LifePath Fund 2050
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I may be eligible for a discretionary annual year-end performance bonus if employed at the end of January 2022.
10/2014
2
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
10/2014
3
New York, New York
Citigroup Inc. (C) unvested deferred stock award. Pursuant to Citi policy, Citi will cancel 25% of my unvested deferred stock and the remaining 75% of my unvested deferred stock will be distributed prior to the date of my appointment.
2/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
Director, Compliance; Managing Director, Global Regulatory Affairs

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 #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
New York's 529 College Savings Program
3.1
Aggressive Age-Based Option: Growth Portfolio
$15,001 - $50,000
None (or less than $201)
4
MetLife Group Universal Life Insurance
$1,001 - $15,000
None (or less than $201)
5
Principal LargeCap Growth Fund I Class A Shares (PLGAX)
$1,001 - $15,000
None (or less than $201)
6
Principal SmallCap Fund Class A Shares (PLLAX)
$1,001 - $15,000
None (or less than $201)
7
Ethereum (Coinbase account)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citibank, N.A.
$1,000,001 - $5,000,000
2016
30 years
2
Citibank, N.A.
$100,001 - $250,000
2016
25 years
3
Citibank, N.A.
$15,001 - $50,000
2021
Revolving
4
American Express
$10,001 - $15,000
2021
Revolving
5
First Republic Bank
$100,001 - $250,000
2016
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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