Brian C Deese
Assistant to teh President and Director of the NEC (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $4.7 M
Salary
- $180 K
Employment
- 01/20/2021 - 02/23/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/02/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | BlackRock, 401(k) plan: | |||
1.1 | LifePath 2045 Index Fund | $100,001 - $250,000 | None (or less than $201) | |
1.2 | BlackRock, HSA (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | SEP IRA, Charles Schwab: | |||
2.1 | US Brokerage Money Market Account (Cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA, Charles Schwab: | |||
3.1 | RALCX, Russell Investments LifePoints Growth Strategy Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | Traditional IRA, Charles Schwab: | |||
4.1 | RALCX, Russell Investments LifePoints Growth Strategy Fund | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I continue to participate in the HSA, but have made no contributions since my separation | 1/2018 | |
2 | Boston, Massachusetts | I continue to participate in the 401(k), but have made no contributions since my separation | 10/2017 |
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 | 826 Boston, Salary | Salary | ||
2 | IRA, Fidelity: | |||
2.1 | Fidelity Freedom 2025 (FFTWX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank #1, cash | $15,001 - $50,000 | None (or less than $201) | |
2 | iShares Core Aggressive Allocation ETF (AOA) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | iShares Core Growth Allocation ETF (AOR) | $500,001 - $1,000,000 | None (or less than $201) | |
4 | U.S. bank #2, cash account | $500,001 - $1,000,000 | None (or less than $201) | |
5 | MA 529 Account #1 | |||
5.1 | Fidelity diversified target date | $50,001 - $100,000 | None (or less than $201) | |
6 | MA 529 Account #2 | |||
6.1 | Fidelity diversified target date | $50,001 - $100,000 | None (or less than $201) | |
7 | DC 529 account #1 | |||
7.1 | Total Equity Index Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core MSCI EAFE ETF | Sale | 12/08/2021 | $15,001 - $50,000 |
2 | IVV, iShares Core S&P 500 ETF | Sale | 12/08/2021 | $50,001 - $100,000 |
3 | IJR, iShares Core S&P Small Cap ETF | Sale | 12/08/2021 | $1,001 - $15,000 |
4 | IAGG, iShares Core International Aggregate Bond ETF | Sale | 12/08/2021 | $50,001 - $100,000 |
5 | CRBN, iShares MSCI ACWI Low Carbon Target ETF | Sale | 12/08/2021 | $15,001 - $50,000 |
6 | ISTB, iShares Core 1-5 Year USD Bond ETF | Sale | 12/27/2021 | $50,001 - $100,000 |
7 | iShares Core Aggressive Allocation ETF | Purchase | 12/27/2021 | $500,001 - $1,000,000 |
8 | IMTB, iShares Core 5 10 Year USD Bond ETF | Sale | 12/27/2021 | $15,001 - $50,000 |
9 | iShares Core Growth Allocation ETF | Purchase | 12/27/2021 | $500,001 - $1,000,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper | $250,001 - $500,000 | 2019 | 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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