Estimated Net Worth
- $471 K - $1.1 M
Salary
- Unknown
Employment
- Started 04/14/2022
Financial Disclosure Details - OGE Form 278e (11/03/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Managing Director | Present | |
2 | New York, New York | Grantor and Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Citi | Salary/Bonus | $881,362 | |
2 | Citi, anticipated bonus | $100,001 - $250,000 | None (or less than $201) | |
3 | Citigroup, Inc. (C) | None (or less than $1,001) | Dividends Capital Gains | $1,001 - $2,500 |
4 | Citigroup, Inc. (C) unvested deferred stock award | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
5 | Citigroup Inc. 401(k) plan | |||
5.1 | BlackRock LifePath Fund 2050 | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I may be eligible for a discretionary annual year-end performance bonus if employed at the end of January 2022. | 10/2014 | |
2 | 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. | 10/2014 | |
3 | New York, New York | Citigroup Inc. (C) unvested deferred stock award. Pursuant to Citi policy, Citi will cancel 25% of my unvested deferred stock and the remaining 75% of my unvested deferred stock will be distributed prior to the date of my appointment. | 2/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | Director, Compliance; Managing Director, Global Regulatory Affairs |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | New York's 529 College Savings Program | |||
3.1 | Aggressive Age-Based Option: Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | MetLife Group Universal Life Insurance | $1,001 - $15,000 | None (or less than $201) | |
5 | Principal LargeCap Growth Fund I Class A Shares (PLGAX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Principal SmallCap Fund Class A Shares (PLLAX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Ethereum (Coinbase account) | $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 | Citibank, N.A. | $1,000,001 - $5,000,000 | 2016 | 30 years |
2 | Citibank, N.A. | $100,001 - $250,000 | 2016 | 25 years |
3 | Citibank, N.A. | $15,001 - $50,000 | 2021 | Revolving |
4 | American Express | $10,001 - $15,000 | 2021 | Revolving |
5 | First Republic Bank | $100,001 - $250,000 | 2016 | 15 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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