Estimated Net Worth
- $319 K - $860 K
Salary
- Unknown
Employment
- Started 03/31/2022
Records
Financial Disclosure Details - OGE Form 278e (06/18/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Head of Strategic Partnerships | 1/2021 | |
2 | Washington DC, District of Columbia | Principal | Present | |
3 | Washington, DC, District of Columbia | Member of the Board (uncompensated ) | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity Freedom Index 2030 W | $100,001 - $250,000 | None (or less than $201) | |
2 | Milken Center for Advancing the American Dream | Salary | $197,729 | |
3 | Milken Institute 403(b) Retirement Plan | $1,001 - $15,000 | None (or less than $201) | |
4 | Consulting fee - Milken Center for Advancing the American Dream | Consulting Fee | $3,685 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions to this plan. | 9/1997 | |
2 | Washington DC, District of Columbia | This is a 403(b) Retirement Plan. I intend to have my account balance distributed to another eligible retirement plan, such as the Thrift Saving Plan used by the Federal government. | 12/2020 | |
3 | Washington, District of Columbia | My consulting business will be inactive during my appointment. There are no outstanding client fees related to my consulting business. | 7/2019 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Cultivated and managed strategic and long-term partnerships with corporations, foundations, academic institutions, think-tanks and museums to advance the fundraising and programming of the Center. |
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 | National Grid PLC Common Stock | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | 22% interest in undeveloped land in Santa Barbara Parish, Faro, Portugal | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. Bank Account (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Centrica PLC Common Stock | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Foreign Bank Account at the Royal Bank of Scotland (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | Royal Dutch Shell Co. Common Stock | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3 | This is a cash account, with cash accumulated in the Milken Institute 403(b) Plan. |
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