Estimated Net Worth
  • estimated net worth
    $106 K - $590 K
Salary
  • salary
    Unknown
Employment
  • Started 01/06/2021

Financial Disclosure Details - OGE Form 278e (05/03/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Senior Policy Advisor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Northwestern Mutual IRA
1.1
ISHARES TR CORE S&P MCP ETF
$1,001 - $15,000
None (or less than $201)
1.2
ISHARES TR CORE S&P SCP ETF
$1,001 - $15,000
None (or less than $201)
1.3
ISHARES TR CORE TOTAL USD
$1,001 - $15,000
None (or less than $201)
1.4
ISHARES TR MSCI USA VALUE
$1,001 - $15,000
None (or less than $201)
1.5
SPDR S&P 500 ETF TR TR UNIT
$50,001 - $100,000
None (or less than $201)
1.6
VANECK CM COMMODITY INDEX FUND-Y
$1,001 - $15,000
None (or less than $201)
1.7
VANGUARD FTSE DEVELOPED MARKET ETF
$15,001 - $50,000
None (or less than $201)
1.8
VANGUARD INDEX FDS REAL ESTATE ETF
$1,001 - $15,000
None (or less than $201)
1.9
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
$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 not participate in this defined contribution plan after my separation.
8/2020

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
Freddie Mac
salary, bonus
$230,448
2
Freddie Mac 401K
2.1
Vanguard Bond Investments
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Index Fund
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Growth Fund
$1,001 - $15,000
None (or less than $201)
2.4
Foreign Large Growth Fund
$1,001 - $15,000
None (or less than $201)
2.5
Fidelity Small Cap Stock Fund
$1,001 - $15,000
None (or less than $201)
2.6
Fidelity Mid-Cap Fund
$1,001 - $15,000
None (or less than $201)
2.7
Vanguard Foreign Growth Fund
$1,001 - $15,000
None (or less than $201)
2.8
T. Rowe Price Mid-Cap Growth
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Joint Chase checking account
$1,001 - $15,000
None (or less than $201)
2
Bank of America personal checking account
$1,001 - $15,000
None (or less than $201)
3
Personal Bank of America savings account
$15,001 - $50,000
None (or less than $201)
4
Individual Northwestern Mutual 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
Department of Education
$50,001 - $100,000
2010
25 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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