Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $9.4 M
Salary
- Unknown
Employment
- 06/24/2021 - 07/01/2023
Departed Administration
- Yes
Post Appointment Role
- Senior Fellow (Harvard's Belfer Center)
Records
[#]
Indicates number of lines involving "Citigroup".
Financial Disclosure Details - OGE Form 278e (06/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
2 | New York, New York | Managing Director | 6/2021 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Pursuant to the company’s executive compensation plan, I will retain my unvested restricted stock units, which will vest in January 2023 (884 shares), 2024 (559 shares), and 2025 (297 shares). | 1/2012 | |
2 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation in June 2021. | 8/2011 | |
3 | New York, New York | I will receive a matching contribution to my defined contribution plan for calendar year 2021. This amount has already been fixed and will be pro-rated based on the number of days I worked in 2021. I am not eligible for further contributions after my separation. The distribution will be paid pursuant to corporate policy in March of the year following my separation. | 8/2011 |
Financial Disclosure Details - OGE Form 278e (04/10/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Managing Director | Present |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Pursuant to the company’s executive compensation plan, I will retain my unvested restricted stock units, which will vest in January 2022 (1157 shares), 2023 (884 shares), 2024 (559 shares), and 2025 (297 shares). | 1/2012 | |
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. | 8/2011 | |
3 | New York, New York | I will receive a matching contribution to my defined contribution plan for calendar year 2021. This amount has already been fixed and will be pro-rated based on the number of days I worked in 2021. I am not eligible for further contributions after my separation. The distribution will be paid pursuant to corporate policy in March of the year following my separation. | 8/2011 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | Managing Director responsible for variety of senior level tasks to include chief of operations, chief of administration, and head of transformation type duties. |
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