Paul Rosen
Assistant Secretary of Treasury for Investment Security
Estimated Net Worth
  • estimated net worth
    $2.5 M - $5.8 M
Salary
  • salary
    Unknown
Employment
  • Started 05/24/2022

Financial Disclosure Details - OGE Form 278e (01/06/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Los Angeles, California
Board Member
Present
2
Association of Business Trial Lawyers - Los Angeles
Los Angeles, California
Board Member
Present
3
Federal Bar Association - Los Angeles Chapter
Los Angeles, California
Board Member
Present
4
U.S. Anti-Doping Agency (USADA)
Colorado Springs, Colorado
Board Member
Present
5
Crowell & Moring LLP
Los Angeles, California
Partner
Present
6
Aventas, Inc.
Los Angeles, California
Advisory Board Member
1/2021
7
Washington, D.C., District of Columbia
Volunteer
1/2021
8
Greenberg & Rosen
Beverly Hills, California
General Partner
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Crowell & Moring LLP (law firm)
Partnership Share and Bonus
$1,018,070
2
Roth IRA #1
2.1
Fidelity Government Cash Reserves
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity 500 Index Fund
$1,001 - $15,000
None (or less than $201)
2.3
Amazon.com, Inc.
$15,001 - $50,000
None (or less than $201)
3
Roth IRA #2
3.1
American Funds Amcap A
$15,001 - $50,000
None (or less than $201)
3.2
Amazon.com, Inc.
$50,001 - $100,000
None (or less than $201)
3.3
American Funds Capital World Gr&Inc A
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity Advisor Stock Selec Mid Cp A
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Crowell & Moring LLP (law firm)
Washington, District of Columbia
I will continue to participate in the firm's defined contribution plan (which is made up of a 401(k) and Keogh). Within 30 days of separation, the firm will either return as income any previously earned but withheld income that has not yet been allocated to the plan, or it will allocate the previously earned and withheld income to the 401(k) portion of the plan, after which point no further contributions will be made.
4/2017
2
Crowell & Moring LLP (law firm)
Washington, District of Columbia
Performance bonuses at Crowell & Moring LLP are generally performance-based and discretionary. Pursuant to firm practice, I may receive a discretionary 2021 year-end performance bonus. I may also receive a discretionary performance bonus at the time of my separation based on 2022 year to date performance. If I were to receive any such bonus, it would be paid prior to my assuming the duties of the position of Assistant Secretary.
4/2017
3
Crowell & Moring LLP (law firm)
Washington, District of Columbia
I receive quarterly distributions (including undistributed past earnings), as well as monthly distributions of my partnership share. These distributions will be paid, pro- rated based on the date of my separation from the firm, before assuming the position of Assistant Secretary. I will receive my final partnership distribution prior to assuming the duties of Assistant Secretary.
4/2017
4
Crowell & Moring LLP (law firm)
Washington, District of Columbia
I will receive the return of my contributed capital, without interest, no later than January 31, 2023.
4/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Crowell & Moring LLP
Los Angeles, California
Law Firm Partner
2
Hybrid Promotions LLC
Cypress, California
Legal Services (Client of Crowell & Moring LLP)
3
Lincoln Wood Products, Inc
Merrill, Wisconsin
Legal Services (Client of Crowell & Moring LLP)
4
Neutron Holdings, Inc.
San Francisco, California
Legal Services (Client of Crowell & Moring LLP)
5
NBCUniversal Media, LLC
New York, New York
Legal Services (Client of Crowell & Moring LLP)
6
Oakland, California
Legal Services (Client of Crowell & Moring LLP)
7
Ranger American Armored Services, Inc.
Mayaguez, Puerto Rico
Legal Services (Client of Crowell & Moring LLP)
8
Clark Construction Group, LLC
Bethesda, Maryland
Legal Services (Client of Crowell & Moring LLP)
9
Santa Monica, California
Legal Services (Client of Crowell & Moring LLP)
10
Raytheon Technologies Corporation
Waltham, Massachusetts
Legal Services (Client of Crowell & Moring LLP)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Herbalife International of America, Inc.
Salary + Bonus
2
Herbalife International of America, Inc. Deferred Compensation Plan
2.1
Fidelity VIP Government Money Market Initial
$1,001 - $15,000
None (or less than $201)
2.2
Model Portfolio - Moderate
2.2.1
Fidelity VIP Bd Idx Initial - FVIOX
$1,001 - $15,000
None (or less than $201)
2.2.2
PIMCO VIT Total Return Admin
$1,001 - $15,000
None (or less than $201)
2.2.3
Brighthouse II MFS Value A
$1,001 - $15,000
None (or less than $201)
2.2.4
Fidelity VIP Index 500 Initial
$1,001 - $15,000
None (or less than $201)
2.2.5
Brighthouse II Jennison Growth A
None (or less than $1,001)
None (or less than $201)
2.2.6
Fidelity VIP Extended Mkt Idx Initial - FVIJX
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash) #1
$1,001 - $15,000
None (or less than $201)
2
U.S. Brokerage Account #1 (cash)
None (or less than $1,001)
Interest
$201 - $1,000
3
U.S. bank account #2 (cash)
$250,001 - $500,000
Interest
$1,001 - $2,500
4
U.S. bank account #3 (cash)
$500,001 - $1,000,000
Interest
$2,501 - $5,000
5
U.S. bank account #4 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
6
U.S. Brokerage Account #2 (cash)
$1,001 - $15,000
None (or less than $201)
7
U.S. bank account #5 (cash)
$1,001 - $15,000
None (or less than $201)
8
U.S. bank account #6 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
9
New York 529 College Savings Plan
9.1
Vanguard Total Stock Market Index Fund
$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
Nelnet, Inc.
$15,001 - $50,000
2005
30 Years
2
U.S. Department of Education
$15,001 - $50,000
2004
64 months remaining
3
Wells Fargo Bank
$1,000,001 - $5,000,000
2021
30 Years
4
Wells Fargo Bank
$250,001 - $500,000
2013
30 Years
5
Family Member
$15,001 - $50,000
2010
On Demand
6
Bank of America
$1,000,001 - $5,000,000
2020
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Uncompensated
1
2
Uncompensated
1
3
Uncompensated
1
4
USADA provides a board member stipend of $2500/quarter. This is paid to Crowell & Moring LLP, not to the Filer personally.
1
6
Uncompensated.
1
7
Uncompensated
1
8
I receive a pro rata 12.5% share of fixed rental income on a commercial property in Huntington Park, CA.
8
2
Loan currently in forbearance at zero percent interest.
8
6
Paid off

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