Estimated Net Worth
- $84 K - $385 K
Salary
- Unknown
Employment
- Started 11/08/2021
Records
Financial Disclosure Details - OGE Form 278e (11/30/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Madison, Wisconsin | CEO | 11/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Wisconsin Housing and Economic Development Authority (WHEDA) | Salary | $160,130 | |
2 | State of Wisconsin | |||
2.1 | Vanguard Institutional 500 Index Trust | $15,001 - $50,000 | None (or less than $201) | |
2.2 | BlackRock EAFE Equity Index F | $15,001 - $50,000 | None (or less than $201) | |
2.3 | BlackRock Mid Cap Equity Index - Coll F | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American Funds EuroPacific Gr R6 | $1,001 - $15,000 | None (or less than $201) | |
2.5 | T. Rowe Price Instl Mid-Cap Equity Gr | $1,001 - $15,000 | None (or less than $201) | |
2.6 | BlackRock Russell 2000 Index Fund M | $1,001 - $15,000 | None (or less than $201) | |
2.7 | BlackRock US Debt Index M | $1,001 - $15,000 | None (or less than $201) | |
2.8 | American Beacon Bridgwy Lg Cp Val I CIT | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Madison, Wisconsin | I will not participate in this defined contribution plan after my separation. | 7/2019 | |
2 | Milwaukee, Wisconsin | I will not participate in this defined contribution plan after my separation. | 1/2016 | |
3 | Milwaukee, Wisconsin | I will receive a lump sum payout of my cash balance pension plan upon resignation. | 1/2016 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Madison, Wisconsin | Led a Housing Finance Authority. Lending and tax credit administration for affordable housing. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Milwaukee Public Schools | |||
1.1 | T.Rowe Price 2050 R | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Strategic Value Annuity (fixed option) | $1,001 - $15,000 | None (or less than $201) | |
2 | Milwaukee Public Schools, cash balance pension plan | $15,001 - $50,000 | None (or less than $201) | |
3 | Milwaukee Public Schools | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Ally Bank: Bank Account | $15,001 - $50,000 | None (or less than $201) | |
2 | Town Bank: Bank Account | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Fairway Mortgage | $100,001 - $250,000 | 2020 | 30 yrs |
2 | Heritage Credit Union | $15,001 - $50,000 | 2020 | revolving |
3 | American Family Insurance | $10,001 - $15,000 | 2013 | installments |
4 | Fedloan Servicing | $15,001 - $50,000 | 2014 | 240 |
5 | American Express | $15,001 - $50,000 | 2021 | 3 years |
6 | Fedloan Servicing | $50,001 - $100,000 | 2015 | 12 yrs |
7 | Department of ED Mohela | $10,001 - $15,000 | 2020 | on demand |
8 | Department of Ed/ HESC-EDfinancial | $15,001 - $50,000 | 2019 | on demand |
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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