Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 06/21/2021 - 03/18/2022
Departed Administration
- Yes
Post Appointment Role
- Vice President, Strategic Initiatives (Beam, Formerly Edquity)
Financial Disclosure Details - OGE Form 278 Termination (03/23/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Director of Strategic Partnerships | 6/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | College Board | Salary/Bonus | $94,753 | |
2 | IRA: | |||
2.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Deloitte Consulting 401(k) Plan | |||
3.1 | T. Rowe Price Emerging Markets Equity Trust (Class B) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Global Equity Fund (VHGEX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Institutional 500 Index Trust (VFFSX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard Institutional Total Bond Market Index Trust (VBTIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard Institutional Total International Stock Market Index Trust (VTSNX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard Institutional Total Stock Market Index Trust (VITNX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Arlington, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2014 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2010 | |
3 | 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. | 5/2017 | |
4 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2014 | |
5 | Brooklyn, New York | Employment agreement with Edquity. Starting work as the Vice President of Strategic Initiatives on March 31, 2022. | 3/2022 |
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 | Roth IRA | |||
1.1 | Carnival Corp (CCL) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Norwegian Cruise Line Holdings Ltd. (NCLH) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Silvercorp Metals Inc (SVM) | None (or less than $1,001) | None (or less than $201) | |
1.4 | Vanguard Money Market | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Residential real estate, New Haven, CT | $500,001 - $1,000,000 | Rent or Royalties | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citizen's Bank | $250,001 - $500,000 | 2021 | 30 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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