Paul Rosen
Assistant Secretary of Treasury for Investment Security
Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $5.8 M
Salary
- Unknown
Employment
- Started 05/24/2022
Records
Financial Disclosure Details - OGE Form 278e (01/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Los Angeles, California | Board Member | Present | |
2 | Association of Business Trial Lawyers - Los Angeles | Los Angeles, California | Board Member | Present |
3 | Federal Bar Association - Los Angeles Chapter | Los Angeles, California | Board Member | Present |
4 | U.S. Anti-Doping Agency (USADA) | Colorado Springs, Colorado | Board Member | Present |
5 | Crowell & Moring LLP | Los Angeles, California | Partner | Present |
6 | Aventas, Inc. | Los Angeles, California | Advisory Board Member | 1/2021 |
7 | Washington, D.C., District of Columbia | Volunteer | 1/2021 | |
8 | Greenberg & Rosen | Beverly Hills, California | General Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Crowell & Moring LLP (law firm) | Partnership Share and Bonus | $1,018,070 | |
2 | Roth IRA #1 | |||
2.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Amazon.com, Inc. | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA #2 | |||
3.1 | American Funds Amcap A | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Amazon.com, Inc. | $50,001 - $100,000 | None (or less than $201) | |
3.3 | American Funds Capital World Gr&Inc A | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Fidelity Advisor Stock Selec Mid Cp A | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Crowell & Moring LLP (law firm) | Washington, District of Columbia | I will continue to participate in the firm's defined contribution plan (which is made up of a 401(k) and Keogh). Within 30 days of separation, the firm will either return as income any previously earned but withheld income that has not yet been allocated to the plan, or it will allocate the previously earned and withheld income to the 401(k) portion of the plan, after which point no further contributions will be made. | 4/2017 |
2 | Crowell & Moring LLP (law firm) | Washington, District of Columbia | Performance bonuses at Crowell & Moring LLP are generally performance-based and discretionary. Pursuant to firm practice, I may receive a discretionary 2021 year-end performance bonus. I may also receive a discretionary performance bonus at the time of my separation based on 2022 year to date performance. If I were to receive any such bonus, it would be paid prior to my assuming the duties of the position of Assistant Secretary. | 4/2017 |
3 | Crowell & Moring LLP (law firm) | Washington, District of Columbia | I receive quarterly distributions (including undistributed past earnings), as well as monthly distributions of my partnership share. These distributions will be paid, pro- rated based on the date of my separation from the firm, before assuming the position of Assistant Secretary. I will receive my final partnership distribution prior to assuming the duties of Assistant Secretary. | 4/2017 |
4 | Crowell & Moring LLP (law firm) | Washington, District of Columbia | I will receive the return of my contributed capital, without interest, no later than January 31, 2023. | 4/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Crowell & Moring LLP | Los Angeles, California | Law Firm Partner |
2 | Hybrid Promotions LLC | Cypress, California | Legal Services (Client of Crowell & Moring LLP) |
3 | Lincoln Wood Products, Inc | Merrill, Wisconsin | Legal Services (Client of Crowell & Moring LLP) |
4 | Neutron Holdings, Inc. | San Francisco, California | Legal Services (Client of Crowell & Moring LLP) |
5 | NBCUniversal Media, LLC | New York, New York | Legal Services (Client of Crowell & Moring LLP) |
6 | Oakland, California | Legal Services (Client of Crowell & Moring LLP) | |
7 | Ranger American Armored Services, Inc. | Mayaguez, Puerto Rico | Legal Services (Client of Crowell & Moring LLP) |
8 | Clark Construction Group, LLC | Bethesda, Maryland | Legal Services (Client of Crowell & Moring LLP) |
9 | Santa Monica, California | Legal Services (Client of Crowell & Moring LLP) | |
10 | Raytheon Technologies Corporation | Waltham, Massachusetts | Legal Services (Client of Crowell & Moring LLP) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Herbalife International of America, Inc. | Salary + Bonus | ||
2 | Herbalife International of America, Inc. Deferred Compensation Plan | |||
2.1 | Fidelity VIP Government Money Market Initial | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Model Portfolio - Moderate | |||
2.2.1 | Fidelity VIP Bd Idx Initial - FVIOX | $1,001 - $15,000 | None (or less than $201) | |
2.2.2 | PIMCO VIT Total Return Admin | $1,001 - $15,000 | None (or less than $201) | |
2.2.3 | Brighthouse II MFS Value A | $1,001 - $15,000 | None (or less than $201) | |
2.2.4 | Fidelity VIP Index 500 Initial | $1,001 - $15,000 | None (or less than $201) | |
2.2.5 | Brighthouse II Jennison Growth A | None (or less than $1,001) | None (or less than $201) | |
2.2.6 | Fidelity VIP Extended Mkt Idx Initial - FVIJX | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Brokerage Account #1 (cash) | None (or less than $1,001) | Interest | $201 - $1,000 |
3 | U.S. bank account #2 (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
4 | U.S. bank account #3 (cash) | $500,001 - $1,000,000 | Interest | $2,501 - $5,000 |
5 | U.S. bank account #4 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
6 | U.S. Brokerage Account #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. bank account #5 (cash) | $1,001 - $15,000 | None (or less than $201) | |
8 | U.S. bank account #6 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
9 | New York 529 College Savings Plan | |||
9.1 | Vanguard Total Stock Market Index Fund | $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 | Nelnet, Inc. | $15,001 - $50,000 | 2005 | 30 Years |
2 | U.S. Department of Education | $15,001 - $50,000 | 2004 | 64 months remaining |
3 | Wells Fargo Bank | $1,000,001 - $5,000,000 | 2021 | 30 Years |
4 | Wells Fargo Bank | $250,001 - $500,000 | 2013 | 30 Years |
5 | Family Member | $15,001 - $50,000 | 2010 | On Demand |
6 | Bank of America | $1,000,001 - $5,000,000 | 2020 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Uncompensated |
1 | 2 | Uncompensated |
1 | 3 | Uncompensated |
1 | 4 | USADA provides a board member stipend of $2500/quarter. This is paid to Crowell & Moring LLP, not to the Filer personally. |
1 | 6 | Uncompensated. |
1 | 7 | Uncompensated |
1 | 8 | I receive a pro rata 12.5% share of fixed rental income on a commercial property in Huntington Park, CA. |
8 | 2 | Loan currently in forbearance at zero percent interest. |
8 | 6 | Paid off |
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