Dana E. Rosenzweig
Special Assistant to the President and Deputy Director of M&A for Operations
Estimated Net Worth
- $410 K - $951 K
Salary
- $130 K
Employment
- Started 01/22/2021
Financial Disclosure Details - OGE Form 278e (04/25/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Associate | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | McKinsey & Company (Management consulting) | Salary/Bonus | $26,499 | |
2 | McKinsey & Company Defined Contribution Retirement Plan | |||
2.1 | Special Situations Enhanced – Liquidity | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Passive U.S. Equities | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Passive Non-U.S. Equities | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Neuberger Berman International Select Fund Institutional Class Shares (NILIX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Neuberger Berman Genesis Fund Institutional Class (NBGIX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 10/2018 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Home Depot, Inc. (HD) | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
2 | Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX) | $100,001 - $250,000 | $15,001 - $50,000 | |
3 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | Neuberger Berman International Select Fund Institutional Class Shares (NILIX) | $50,001 - $100,000 | $5,001 - $15,000 | |
5 | Neuberger Berman Genesis Fund Institutional Class (NBGIX) | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | The Home Depot, Inc. (HD) | Sale | 07/23/2021 | $100,001 - $250,000 |
2 | Neuberger Berman International Select Fund Institutional Class Shares (NILIX) | Purchase | 09/20/2021 | $50,001 - $100,000 |
3 | Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX) | Purchase | 09/20/2021 | $100,001 - $250,000 |
4 | Neuberger Berman Genesis Fund Institutional Class (NBGIX) | Purchase | 09/20/2021 | $15,001 - $50,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Dana E. Rosenzweig that is missing from this database?
Drop us a line at [email protected].