Investment Officer at Orange County ERS
Employing Organization
Team
Decision makers at Orange County ERS
Chief Executive Officer
Chief Information Security Officer
Chief Investment Officer
Chief Technology Officer
Compliance Officer
Key decision makers in the same organization
Organization Signals
Board meetings, strategic plans, and buyer signals from Josephine He’s organization
The meeting focused on disability retirement applications. The committee moved to closed session to consider disability applications and medical records for specific members. Additionally, the agenda outlined procedures for public comments regarding disability applications and general committee business.
Find verified emails, direct dials, role context, job-change updates, and organization signals across every public-sector account you sell to.
Verified emails & phones
Accuracy-guaranteed data
Job-change & title updates
Never lose a contact
The Disability Committee reviewed several disability retirement applications, including those for an information technologist, a district attorney investigator, and an eligibility technician. The committee considered recommendations to grant service-connected or non-service-connected disability retirement, or to deny applications based on insufficient evidence of permanent incapacity. The meeting also included a closed session for the review of medical records and member disability applications.
The committee held an open and closed session to consider disability applications. In the closed session, the committee reviewed the disability application for Lorena Gutierrez, regarding her role as an Eligibility Technician, with a staff recommendation to deny service-connected disability retirement due to insufficient evidence of permanent incapacity. Additionally, the committee reviewed a previous case for a Deputy Sheriff, granting a non-service-connected disability retirement and directing staff to further develop medical evidence for a potential service-connected disability claim.
The Board of Retirement meeting included discussions and actions on several key areas. The agenda featured the approval of retirement benefit payments under Option 4 based on actuarial reports, and an amendment to the 401(a) Supplemental Pension Plan to include a Deputy Chief Executive Officer position. The Board reviewed outcomes from the Personnel and Governance committees, including policy revisions related to performance evaluation, employer data, public records, and parliamentary procedures. Disability retirement applications were reviewed, with actions taken to grant or deny based on staff recommendations. Additionally, the Board discussed an official position on Senate Bill 1319 and reviewed informational items, including an actuarial valuation and updates on trustee stipends.
Extracted from official board minutes, strategic plans, and video transcripts.
Organization signals
Board meetings and buying signals
Salesforce & HubSpot sync
Native two-way integration
