Estimated Net Worth
  • estimated net worth
    $896 K - $3.5 M
Salary
  • salary
    Unknown
Employment
  • Started 04/26/2023

Financial Disclosure Details - OGE Form 278e (10/22/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Associate
1/2021
2
Washington , District of Columbia
Deputy Team Lead, VA Agency Review Team
12/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Booz Allen Hamilton (Consulting)
Salary
$9,702
2
Rollover IRA
2.1
U.S. bank (cash)
None (or less than $1,001)
None (or less than $201)
2.2
Communication Services Select Sector SPDR Fund (XLC)
$1,001 - $15,000
None (or less than $201)
2.3
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity MSCI Utilities Index ETF (FUTY)
None (or less than $1,001)
None (or less than $201)
2.5
First Trust Cloud Computing ETF (SKYY)
$1,001 - $15,000
None (or less than $201)
2.6
Global X US Infrastructure Development ETF (PAVE)
None (or less than $1,001)
None (or less than $201)
2.7
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
None (or less than $201)
2.8
iShares 1-3 Year Treasury Bond ETF (SHY)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Senior Associate in the BAH Health practice. Supported the Federal Electronic Health Record Modernization office.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Segal
Salary and bonus
2
Segal, ESPP account
$15,001 - $50,000
Interest
$2,501 - $5,000
3
Rollover IRA
3.1
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
3.2
Communication Services Select Sector SPDR Fund (XLC)
$15,001 - $50,000
None (or less than $201)
3.3
Consumer Discretionary Select Sector SPDR Fund (XLY)
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity MSCI Utilities Index ETF (FUTY)
$1,001 - $15,000
None (or less than $201)
3.5
First Trust Cloud Computing ETF (SKYY)
$15,001 - $50,000
None (or less than $201)
3.6
Global X US Infrastructure Development ETF (PAVE)
$1,001 - $15,000
None (or less than $201)
3.7
Health Care Select Sector SPDR Fund (XLV)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
2
JT INVESTMENT
2.1
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
$15,001 - $50,000
$15,001 - $50,000
2.2
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
$15,001 - $50,000
$5,001 - $15,000
2.3
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
$2,501 - $5,000
2.4
Vanguard Financials Index Fund ETF Shares (VFH)
$1,001 - $15,000
$2,501 - $5,000
2.5
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
$5,001 - $15,000
2.6
Industrial Select Sector SPDR Fund (XLI)
$1,001 - $15,000
$2,501 - $5,000
2.7
WILLIAM S HART CA UN HGH SD GO 4.8%CI LT B AGM JUN05 00.000%SEP01 2027
$15,001 - $50,000
None (or less than $201)
2.8
Consumer Staples Select Sector SPDR Fund (XLP)
$1,001 - $15,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$250,001 - $500,000
2022
30 years
2
PHH Mortgage
$250,001 - $500,000
2016
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
Department of Veterans Affairs, Office of the Secretary
Filer's Information
2
Department of Veterans Affairs, Veterans Benefits Administration
1
1
Consulting Services.
I took an unpaid leave of absence in November and December of 2020 to volunteer on the Biden-Harris Transition Team.
1
2
Uncompensated
8
2
Mortgage was refinanced in 2022

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