Estimated Net Worth
- $275 K - $1.1 M
Salary
- Unknown
Employment
- 12/01/2021 - 09/01/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/03/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Albert Einstein Medical Center | Philadelphia, Pennsylvania | CRNA | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Albert Einstein Medical Center | Salary/Bonus | $13,157 | |
2 | AEMC Fidelity 403B | $15,001 - $50,000 | None (or less than $201) | |
2.1 | Fidelity Freedom 2050 Fund Class K Shares (FNSBX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Victory Capital Trad Roth Rollover | $1,001 - $15,000 | None (or less than $201) | |
3.1 | USAA Cornerstone Moderately Aggressive Fund (USCRX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Charles Schwab Roth Contributory IRA (managed) | $15,001 - $50,000 | None (or less than $201) | |
4.1 | American Funds Bond Fund of America F3 (BFFAX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Artisan International Value Fund Institutional Shares (APHKX) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Albert Einstein Medical Center | Philadelphia, Pennsylvania | I will not participate in this defined contribution plan after my separation. | 7/2020 |
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 | Roth IRA | |||
1.1 | VCM Roth IRA | $15,001 - $50,000 | None (or less than $201) | |
2 | TIAA IRA | |||
2.1 | Traditional IRA TIAA | $100,001 - $250,000 | None (or less than $201) | |
3 | TIAA Brokerage | $15,001 - $50,000 | None (or less than $201) | |
3.1 | Krispy Kreme Inc. Common Stock (DNUT) | None (or less than $1,001) | None (or less than $201) | |
3.2 | Omega Healthcare Investors, Inc. (OHI) | None (or less than $1,001) | None (or less than $201) | |
3.3 | TIAA-CREF S&P 500 Index Fund Institutional Class Shares (TISPX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | USAA 500 Index Fund Member Shares (USSPX) | $1,001 - $15,000 | None (or less than $201) | |
4 | ADP 401K | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | TIAA-CREF S&P 500 Index Fund Institutional Class Shares (TISPX) | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA 500 Index Fund Member Shares (USSPX) | $1,001 - $15,000 | None (or less than $201) | |
3 | USAA 500 Index Fund Member Shares (USSPX) | $15,001 - $50,000 | None (or less than $201) | |
4 | USAA Cornerstone Aggressive Fund (UCAGX) | $1,001 - $15,000 | None (or less than $201) | |
5 | USAA Savings Account | $15,001 - $50,000 | None (or less than $201) | |
6 | USAA Classic Checking | $1,001 - $15,000 | None (or less than $201) | |
7 | USAA Savings | $15,001 - $50,000 | None (or less than $201) | |
8 | Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | |
9 | Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $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 | Fed Loan Servicing | $15,001 - $50,000 | 2017 | 10 |
2 | NFCU | $250,001 - $500,000 | 2017 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | My title was changed from Special Assistant to Health Advisor. The Position Description did not change |
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