Marni Karlin
Senior Advisor for Organic and Emerging Markets (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 09/01/2021 - 03/06/2022
Departed Administration
- Yes
Post Appointment Role
- President (Karlin Strategic Consulting LLC)
Financial Disclosure Details - OGE Form 278 Termination (03/07/2022)
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 | Rollover IRA | |||
1.1 | Invesco Global Fund Class A-OPPAX | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Asset Manager-FAMRX | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Fidelity OTC Portfolio-FOCPX | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Invesco Main Street Fund Class A-MSIGX | $15,001 - $50,000 | None (or less than $201) | |
2 | SEP IRA | |||
2.1 | Fidelity Asset Manager-FAMRX | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Contrafund Fund-FCNTX | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Select Consumer Staples Portfolio- FDFAX | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity OTC Portfolio-FOCPX | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Kepner-Tregoe | salary | ||
2 | Kepner-Tregoe | |||
2.1 | JHancock Disciplined Value Mid Cap R6 | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Mass Mutual Mid Cap Growth I | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Harbor Capital Appreciation INSTL | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American Beacon LG Cap Value R5 | $1,001 - $15,000 | None (or less than $201) | |
2.5 | PGIM Total Return Bond R6 | $1,001 - $15,000 | None (or less than $201) | |
2.6 | American Funds EuroPacific GR R6 | $1,001 - $15,000 | None (or less than $201) | |
3 | COPT | |||
3.1 | Retirement 2040 Fund | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Citigroup, Inc. (C) | $15,001 - $50,000 | None (or less than $201) | |
3 | Fidelity Contrafund (FCNTX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Fidelity Growth Discovery Fund (FDSVX) | $100,001 - $250,000 | None (or less than $201) | |
5 | Fidelity Fund (FFIDX) | $100,001 - $250,000 | None (or less than $201) | |
6 | Fidelity China Region Fund (FHKCX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Fidelity International Small Cap Fund (FISMX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Fidelity Health Care Portfolio (FSPHX) | $1,001 - $15,000 | None (or less than $201) | |
9 | JP Morgan Chase-JPM | $15,001 - $50,000 | None (or less than $201) | |
10 | Chase Bank 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 3 | Former employer |
5 | 4 | Former employer |
5 | 5 | Former employer |
5 | 6 | Former employer |
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