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2019 Financial Woman of the Year: Terri Kallsen

Terri Kallsen

Terri Kallsen, executive vice president, Investor Services, at Charles Schwab, has been named the 2019 Financial Woman of the Year by Financial Women of San Francisco (FWSF), a 400-member organization of professionals in finance and financial services. This award is the organization’s highest honor.

Kallsen exemplifies FWSF’s mission of leading, mentoring and inspiring, and shares FWSF’s passion for advancing the careers of women. She has demonstrated her commitment through her leadership as a successful woman in financial services. Kallsen works to identify ways to move beyond financial literacy to promote financial inclusion and empowerment for all. She mentors those looking to advance their career within financial services, with an emphasis on financial planning. More

Master Class - Lessons In Leadership

Master Class - Lessons in Leadership

Tuesday, May 7, 2019

Please join Financial Women of San Francisco for a unique opportunity to build, improve, and perfect your leadership talent by learning from these esteemed role models.

Elena Gomez (Chief Financial Officer, Zendesk),  Melissa Kullander  (Vice President of Finance Operations, Global Business Finance, Oracle Corporation) and Lisa Violet (Chief Risk Officer, FHLBank San Francisco) will share best practices, personal stories, insights, and essential lessons—enabling you to re-launch and energize your leadership skills.

FWSF Past President Kathleen Nielsen (Partner, Equilibrium Services Groups) will moderate the panel.


FWSF 2019 Scholarship Application Now Available

The 2019 FWSF Scholarship Program will be accepting applications from January 1 through March 24, 2019. The FWSF Scholarship Fund provides graduate and undergraduate scholarships to San Francisco Bay Area women pursuing careers in finance and financial services. Since 1985, our Scholarship Fund has awarded more than $2.5 million in scholarship grants to more than 300 Bay Area women. Beyond financial support, FWSF scholarship recipients have the opportunity to be mentored by FWSF members, receive 3 years of FWSF membership and attend career development and networking events. Learn more.  

FWSF Awards $160,000 in 2018 Scholarships

Thanks to the generosity of our sponsors and donors, this year FWSF increased the scholarships by $5,000 each, resulting in $10,000 for undergraduates and $15,000 for graduate students. Since the scholarship program began over 30 years ago, FWSF has awarded over $2.5 million to over 300 deserving women.

Read about the 2018 Scholarship Recipients

Member profiles on Twitter/LinkedIn. We want to hear from you!

We want to let the FWSF community know about you! If you would like to participate in our new "Member Monday" social media feature, please complete this form (registration required). Answer any of the questions that interest you (or answer them all!).

Once our Social Media co-chairs receive your responses they will schedule our #MeetaMemberMonday and #CareerTipThursday features. Thanks


Check out our LinkedIn and Facebook pages. Read updates about our members, interesting articles about women in finance, and learn about the many benefits of FWSF membership. Plus, you'll learn more about a variety of upcoming events where you can hear about issues in finance from experts and network with peers.


2019 FWSF and Financial Woman of the Year Sponsorship opportunities are now available.
Read about benefits of sponsorship. (PDF)

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