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Pamela Hughes Patenaude

Office of the Vice President

Deputy Assistant to the Vice President and Director of Scheduling | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

  • J. Ronald Terwilliger Foundation for Housing America's Families I am responsible for the day- to- day operations of the Foundation including but not limited to: financial management; strategic planning; research agenda; communications; liaison to the advisory board and executive committee;scheduling for the chairman; supervision of employees and consultants; and conference programming.

See more financial disclosure details ⬇

Employment Assets

Description Value Income
J. Ronald Terwilliger Foundation for Housing America's Families $297,670
The Reinvestment Fund $4,000
LPL Financial SEP IRA
Cash Account $1,001 - $15,000 None (or less than $201)
American High Income $1,001 - $15,000 None (or less than $201)
American Funds Bond Fund of America $15,001 - $50,000 None (or less than $201)
American Funds Capital Income Builder $1,001 - $15,000 None (or less than $201)
Credit Suisse Floating Rate High Income Instl $1,001 - $15,000 None (or less than $201)
Goldman Sachs Small Cap Growth Insights $1,001 - $15,000 None (or less than $201)
American Funds Growth Fund of America $15,001 - $50,000 None (or less than $201)
American Funds Intermediate Bond Fund of America $1,001 - $15,000 None (or less than $201)
American Funds Investment Company of America $1,001 - $15,000 None (or less than $201)
American Funds SmallCap World Fund $1,001 - $15,000 None (or less than $201)
American Funds Washington Mutual Investors $1,001 - $15,000 None (or less than $201)
Urban Land Institute 403B TDA Plan
TIAA Traditional $1,001 - $15,000 None (or less than $201)
McAdam Individual Retirement Account
Fidelity Govt Mmkt Capital Reserves CI $1,001 - $15,000 None (or less than $201)
BlackRock High Yield Bond Investor A $1,001 - $15,000 None (or less than $201)
Ivy High Income A $1,001 - $15,000 None (or less than $201)
BlackRock Intl Opportunities Inv A $15,001 - $50,000 None (or less than $201)
BlackRock Small Cap Growth IIA $1,001 - $15,000 None (or less than $201)
BlackRock US Opportunities A $15,001 - $50,000 None (or less than $201)
Ivy Bond Fund Class A $15,001 - $50,000 None (or less than $201)
BlackRock Large Cap Core A $15,001 - $50,000 None (or less than $201)
BlackRock Equity Dividend A $15,001 - $50,000 None (or less than $201)
AXA IRA
AXA-Moderate Plus Allocation $250,001 - $500,000 None (or less than $201)

Other Income/Assets

Description Value Income
Maxex, LLC (multiseller to multibuyer residential mortgage exchange) $1,001 - $15,000 None (or less than $201)
US Bank Checking and Savings Account $250,001 - $500,000 None (or less than $201)
US Bank Checking Account 2 $100,001 - $250,000 None (or less than $201)
Prudential Variable Annuity
T. Rowe Price Asset Allocation Portfolio $50,001 - $100,000 None (or less than $201)
AST FI Pyramis Quantitative Asset Allocation Portfolio $15,001 - $50,000 None (or less than $201)
AST Advanced Strategies Portfolio $15,001 - $50,000 None (or less than $201)
AST RCM World Trends Portfolio $15,001 - $50,000 None (or less than $201)
(S) Prudential Variable Annuity
Prudential Flexible Managed Portfolio $1,001 - $15,000 None (or less than $201)
(S) Voya Secure Index Seven Fixed Annuity $50,001 - $100,000 None (or less than $201)
(S) LPL Financial Variable Annuity
AXA Moderate Plus Allocation Portfolio $100,001 - $250,000 None (or less than $201)
Family Trust (Cash only held in US Bank account- no underlying investments. I have a 1/6 interest in the trust. Current value of the trust is reported.) $100,001 - $250,000 None (or less than $201)
Dock in Moultonboro, NH (I have a 1/6 interest in this dock. The value of the dock is reported.) $15,001 - $50,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Urban Land Institute Washington, District of Columbia I will continue to participate in this 403b plan, but neither I nor the plan sponsor make contributions to this plan. July 16, 2007
J. Ronald Terwilliger Foundation for Housing America's Families Vienna, Virginia I will continue to participate in this SEP IRA, but both my employer and I will no longer contribute to this plan after my separation. Oct. 16, 2014

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Wells Fargo Mortgage on Personal Residence $500,001 - $1,000,000 3.52 2012
Chase Mortgage on Personal Residence $250,001 - $500,000 3.875 2015
Suntrust Exercised Line of Credit $100,001 - $250,000 Variable 2006

Spouse's Employment Assets

Description Value Income Type Income Amount
Dougherty Mortgage, LLC (Multifamily Mortgage (Debt Financing)) salary, bonus
Dougherty Financial Group LLC Employee 401K Plan (Charles Schwab)
BlackRock US Opportunites $50,001 - $100,000 None (or less than $201)
Schwab S&P 500 Index $1,001 - $15,000 None (or less than $201)
Vanguard Growth Index Admiral $1,001 - $15,000 None (or less than $201)
Vanguard Value Index $1,001 - $15,000 None (or less than $201)
Schwab Fundamental US Small Co $1,001 - $15,000 None (or less than $201)
Vanguard Mid Cap Value Index $1,001 - $15,000 None (or less than $201)
Vanguard Small Cap Value Index $1,001 - $15,000 None (or less than $201)
Schwab Fundamental Intl Small Co $1,001 - $15,000 None (or less than $201)
Schwab International Index $1,001 - $15,000 None (or less than $201)
Vanguard Emerging Mkt Stock $1,001 - $15,000 None (or less than $201)
Vanguard REIT Index $1,001 - $15,000 None (or less than $201)
Schwab Treasury Infl Protected Sec $1,001 - $15,000 None (or less than $201)
Vanguard Interm Term Govt Bond Index $1,001 - $15,000 None (or less than $201)
Vanguard Short Term Bond Index $1,001 - $15,000 None (or less than $201)
Vanguard Total Bond Market Index $1,001 - $15,000 None (or less than $201)
Cash Account $1,001 - $15,000 None (or less than $201)
(S) McAdam Individual Retirement Account
Fidelity Gov't Money Market Capital Reserve $1,001 - $15,000 None (or less than $201)
Fidelity Advisor Energy $1,001 - $15,000 None (or less than $201)
BlackRock Real Estate Sec Inv A $1,001 - $15,000 None (or less than $201)
BlackRock High Yield Bond $15,001 - $50,000 None (or less than $201)
Fidelity Advisor Strategic Income $15,001 - $50,000 None (or less than $201)
BlackRock Equity Dividend A $15,001 - $50,000 None (or less than $201)
Fidelity Advisor Small Cap A $15,001 - $50,000 None (or less than $201)
BlackRock Intl Opportunities A $15,001 - $50,000 None (or less than $201)
BlackRock Large Cap Core $50,001 - $100,000 None (or less than $201)
BlackRock US Opportunities Inv A $15,001 - $50,000 None (or less than $201)
Fidelity Advisor New Insights A $15,001 - $50,000 None (or less than $201)
(S) McAdam Roth IRA
Fidelity Advisor Small Cap A $1,001 - $15,000 None (or less than $201)
Fidelity Advisor New Insights A $1,001 - $15,000 None (or less than $201)

Do you know something about Pamela Hughes Patenaude? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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