Serving San Francisco, East Bay, and Silicon Valley

Committee Chairs

Working closely with the Executive Board as part of the FWSF Board of Directors, our Committee Chairs champion the work of our various FWSF Committees.

Click on a committee chair's photo to read her biography.

 

Mona Ahmadi

Endowment Co-Chair

Mona Ahmadi is a finance professional with 10 years of experience in financial planning and analysis. She became involved with FWSF after receiving one of the 2014 FWSF scholarships while pursuing her MBA at the University of San Francisco. Mona also serves as a board member at Project ARTogether, using art as an element to bring awareness to the refugee community of the Bay Area.

https://www.linkedin.com/in/monaahmadi/

Olivia Barbee

Corporate Sponsorship Co-Chair

Olivia Barbee is a native of Chicago and a graduate of Stanford University. She returned to the Bay Area in 2008 to work as a content marketer for Wells Fargo Bank. Her key responsibilities include working with Wells Fargo Investment Institute, Wells Fargo Asset Management, and creative services to develop and coordinate editorial for thought leadership marketing content.

She currently serves as a FWSF liaison to corporate sponsors, responsible for strengthening and maintaining our relationships. Her hobbies include reading, watching ballet, listening to podcasts, and cheering on the Golden State Warriors.

https://www.linkedin.com/in/olivia-barbee-cfa-a302704/

Sandra Camacho

Scholarship Co-Chair

Sandra Camacho is the controller of Pacific View Asset Management, LLC. The company is affiliated with BTIG, LLC, which specializes in global trading and fund services for hedge funds, mutual funds, separate accounts, and family offices.

Prior to joining the latter two firms, Sandra worked in various positions at Babcock & Brown LP — a global investment and advisory firm — which culminated with her position as Assistant Controller for the U.S. Corporate and Structured Finance Group. She also served in the U.S. Army Reserve for 21 years from which she retired in 2007. Her positions there culminated as an officer serving as part of the Adjutant General branch.

Sandra holds a BS degree in Finance and an MBA with an emphasis in International Business. During her membership in the Financial Women of San Francisco, she has served as the MarCom Communications Co-Chair, and on the Financial Woman of the Year Committee.

https://www.linkedin.com/in/sandra-camacho-983a3a42/

Kim Crosslin

Mentorship Co-Chair

Kim Crosslin is a loan team manager with Wells Fargo Bank's Technology Banking Group. She has extensive experience in early, middle, and late stage financings for technology companies. Her team is committed to bringing value and financial intelligence to the venture and private equity community. Prior to Wells Fargo, Ms. Crosslin held various positions with Comerica Bank's Technology Banking division for 10 years. She began her career in technology banking at Silicon Valley Bank in 1994.

https://www.linkedin.com/pub/kim-crosslin/2/866/731

Karen Crowley

Technology Co-Chair

Karen Crowley is a senior salesforce consultant at Halcyon Financial Technology, L.P. Karen provides thoughtful, trusted Salesforce development, business intelligence and data integration services for investment firms and others with demanding data needs. She is a Salesforce.com Certified Administrator.

Karen has led Salesforce and SAP projects through their full development life cycle — requirements gathering, design, development, testing, training, implementation, ongoing enhancements, and user support.

Karen also serves on the board of San Francisco Tsunami Aquatics.

https://www.linkedin.com/in/karenjcrowley/

Sachiko Danish

Membership Co-Chair

Sachi Danish is a senior manager and CFP at Moss Adams. She has practiced public accounting since 2001 and provides tax planning, compliance, and consulting services to high net worth individuals and closely held businesses in various industries.

Sachi holds a BS in accounting from San Francisco State University, and an MS in taxation from San Jose State University. Sachi is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

https://www.linkedin.com/in/sachiko-danish-5b648330/

Josie De Marco

Corporate Sponsorship Co-Chair

Josie De Marco has a Bachelor of Computing (information Systems) and transitioned into business architecture, operations, and efficiency during a long tenure with Oracle Corporation in both Australia and the US. Josie has since enjoyed delivery of business systems and transitions, including compliance with other high tech, consulting, retail, and media corporations in the US.

More recently, Josie completed her MBA at the International Graduate School of Business, University of South Australia, majoring in sustainable business practices and operations. During this time she was also in the position of VP, Enterprise PMO at Bank of the West/ BNP Paribas delivering business strategic solutions involving interbank liaison, compliance and regulatory processes, procedures, operating deployment functions, and efficiencies for both commercial and retail banking.

Josie now serves as FWSF co-chair for the Sponsorship Committee and has previously served as co-chair for the Lifestyle and Special Events Committee and a volunteer for the FWSF Industry Leadership Committee.

https://www.linkedin.com/in/josiedemarco/

Carolyn Hansen

Technology Co-Chair

Carolyn Hansen is a senior treasury manager in Gap Inc.’s Corporate Treasury department in San Francisco. She focuses primarily on liquidity and investment management, capital structure and shareholder distribution strategy, bank and rating agency relationships, debt issuance and compliance, along with other treasury initiatives.

Carolyn brings more than a decade of experience to Gap Inc. Most recently, she was in Corporate Treasury supporting the Debt Capital Markets team for engineering construction company, AECOM. Prior to that, Carolyn held several treasury roles for URS Corporation and Xoom Corporation (now a PayPal Service). She began her career at Wells Fargo in 2006.

Carolyn is serving as the 2018 FWSF Infrastructure & Technology Co-Chair and as a member of the Diversity & Inclusion Committee. She was a FWSF Scholarship recipient in 2006 and has participated on the Mentoring and Scholarship Committees.

https://www.linkedin.com/in/carolynjhansen/

Bill Haraf

Endowment Co-Chair

Bill Haraf is a special advisor with Promontory Financial Group LLC.  He works with financial institutions and fintech companies on a range of corporate governance, regulatory, risk management, and compliance challenges. He brings an exceptional blend of experience and insights to his work with clients, having been a banker, California’s Commissioner of Financial Institutions, and an academic economist. In addition to his work with Promontory, Bill is also on the boards of Charles Schwab Corporation and its three subsidiary banks. In 2018, he joined the board of Financial Women of San Francisco.

Bill’s knowledge and understanding of the financial system led to his selection as the state banking supervisors’ representative on the Financial Stability Oversight Council, a federal agency created by the Dodd-Frank Act to foster coordination among financial regulators to identify systemic risks to the nation’s financial stability. During nine years with Bank of America, Bill was managing director of Banc of America Securities and Senior Vice President of strategic policy development and planning for the bank. Earlier, he worked for five years as director of policy analysis for Citicorp. Bill was J. Edward Lundy Scholar and director of the financial markets project at the American Enterprise Institute for Public Policy Research. He served under President Reagan as senior staff economist and special assistant to the chairman of the Council of Economic Advisers. He started his career as an assistant professor of economics at Brown University.

https://www.linkedin.com/in/william-haraf-23b4546b/

Julianna Iran

Membership Co-Chair

Julianna Iran has been working in the Investment  for over five years, with previous experience in corporate tax consulting. In addition to her full-time role, she helps companies with their business development by hosting events that bring professionals together. She has been a part of FWSF for four years, on the Board for two years as the Co-Chair of Membership Services, and is on her second year of leading the FWSF Book Club in San Francisco.

https://www.linkedin.com/in/juliannairan

Julia Baron Kniesche

Mentorship Co-Chair

Julia Baron Kniesche is an associate director of risk management for the Americas at Ernst & Young (EY). She spent over 10 years serving clients, most recently as a senior manager in the Fraud Investigation & Dispute Services (FIDS) practice at EY. Her professional experience includes advising clients on complex issues related to financial, economic, and accounting matters. She has served large corporations, special committees, law firms, and governmental entities in conducting forensic accounting investigations, risk assessments, and advising on dispute matters.

Julia is also the Membership Chair of the Professional Women's Network and on the national steering committee for Todays Families Network at EY. She is a CPA, CFE, and CAMS.

https://www.linkedin.com/in/julia-kniesche-cpa-cfe-cams-6581335/

Kristen Lehman Taylor

Sponsorship Relationship Development Chair

Kristen Taylor leads portfolio management at Montcalm TCR LLC, a boutique wealth management firm focused on investments that combine integrity with strong performance potential. Kristen handles client relationships — promoting engagement and collaboration, and manages allocations and research of public and private investments.

Prior to Montcalm, Kristen was a Client Service Associate for Morgan Stanley Private Wealth Management in San Francisco, and prior to that handled CDO operations for JP Morgan’s Trust Services in Houston.

Kristen holds a BA in Biology from the University of Texas at Austin and a Master’s in Financial Analysis from the University of San Francisco. She lives in San Francisco with her fiancé and enjoys photography and cooking.

https://www.linkedin.com/in/kristenetaylor/

Melissa Maquilan Radic

Financial Woman of the Year Co-Chair

Melissa Maquilan Radic, CFA, CAIA, director, is a member of BlackRock's Financial Institutions Group within the Institutional Client Business. She is responsible for developing and maintaining relationships with insurance and other taxable clients.

Melissa’s service with the firm dates back to 2004, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Melissa joined Merrill Lynch Investment Managers in 2004 as an internal wholesaler for MLIM's Strategic Alliances Group. From 2007 to mid- 2014 she was an institutional wholesaler responsible for providing support to variable annuity wholesalers and financial professionals.

Melissa received a BS in Engineering, Operations Research and Financial Engineering, from Princeton University and an Executive MBA from the University of Pennsylvania’s Wharton School.

https://www.linkedin.com/in/melissa-maquilan-cfa-2827156

Janeth Medina

Scholarship Co-Chair

Janeth Medina is a corporate development analyst at Bank of the West, where she develops strategic business cases for business lines to improve the growth and profitability of their businesses. In her role, Janeth also provides program management support for major bank-wide transformation initiatives focusing on the corporate strategy of the Bank.

Janeth joined FWSF in 2013 after being awarded a FWSF graduate scholarship. She served as a Mills College Team Lead for three years and is currently a board member and the Scholarship Program Co-Chair.

She has an MBA and a BA in Political, Legal, and Economic Analysis from Mills College.

https://www.linkedin.com/in/janethmedina/

Mickele-Sade Nowden

MarCom Communications Co-Chair

A Certified Public Accountant by training, Mickele has over eight years of experience in Public Accounting. Applying the knowledge gained from financial accounting and tax preparation services to clients in a variety of industries, she is now embarking on a journey into private accounting (industry).

Mickele is a graduate with distinction from the University of California, Santa Barbara, holding two BAs: the first in Business Economics, with an emphasis in Accounting, and the second in Psychology. Mickele is also a member of the California Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Association of Black Accountants.

Mickele previously held the position of MarCom PR & Social Media Co-chair for FWSF.

https://www.linkedin.com/in/mickelenowdencpa/

 

Kim Pugh

San Francisco Programs Co-Chair

Kim Pugh, founder and principal of YurPath Solutions, has over 30 years’ experience in financial services and other industry groups, with a focus on business process development and customer experience. YurPath Solutions helps companies uncover customer insights and use them to create product solutions, workflow designs, and sustainable roadmaps that increase revenue.

Prior to launching YurPath Solutions, Kim worked in various positions at Wells Fargo Bank. As a senior vice president, Kim frequently built and managed groups from the ground up and delivered results in areas ranging from customer experience and business development to digital channels and process consulting. While at Mellon Bank, she managed various Operations groups and later was a senior product design manager leading cross-functional teams to develop new or improved products and systems.

Kim earned her MBA and her BA in Economics from the University of Pittsburgh in Pittsburgh, PA.

https://www.linkedin.com/in/kimpugh/

 

http://www.yurpath.com

Denise Rigli

Financial Woman of the Year Co-Chair

Denise Rigli is director in the PwC Risk Assurance practice in San Francisco with over 14 years of experience. She spent her first eight years extensively focused on external audits of public and private companies and had first-hand experience in the initial adoption of SOX 404. Since that time she has worked both in the external audit and in the internal audit/risk and controls. She has a strong accounting background coupled with process and control experience that provides solid operational knowledge and insights. She has experience is designing, implementing, and testing of controls as well as developing risk-based audit approaches.

https://www.linkedin.com/in/denise-rigli-a644225/

Roberta Rima

MarCom PR & Social Media Co-Chair

Roberta Rima has over nine years of experience in forensic audits, investigations, and compliance and is a compliance manager at Gilead Sciences, Inc..

She is originally from the South of Italy. Over the past 15 years she moved five times to three different countries in Europe and in the US; she also worked on site in more than 10 countries in Europe, US, South America, and in the APAC region.

She is skilled at designing and implementing compliance programs, conducting audit engagements, and in corporate investigations. She developed an extensive body of experience with compliance regulations (e.g., FCPA, UK Bribery Act, SOX).

Roberta has a MSc and BSc in Economics of International Market and New Technologies (CLEMIT) from Bocconi University in Milan. When she graduated in 2006 she had one big goal: building an international career and living in the most innovative region of Silicon Valley. In 10 years, those dreams came true.

https://www.linkedin.com/in/robertarima

Meredith Rosen

East Bay Programs Co-Chair

Meredith Rosen is a portfolio manager at Bedell Frazier Investment Counselling, LLC. She joined Bedell Frazier in 2004 and became a partner in 2013. Shortly after joining, Meredith gravitated toward working directly with clients. As a portfolio manager, she enjoys getting to know clients, their families, and investment needs. She then works to design and implement a plan to meet those needs.

In addition to managing portfolios, Meredith serves as chief compliance officer of the firm. She enjoys staying current with industry regulations and policies.

Meredith enjoys volunteering and is a board member and financial chair for the Marin Parents of Multiples Club.

Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.

https://www.linkedin.com/in/meredith-rosen-5047186/

Minako Steel

East Bay Programs Co-Chair

Minako Steel is a senior tax manager at Moss Adams, LLP. She is a tax professional with over 15 years of public accounting experience and handles all tax services, including tax compliance and tax planning. She provides services in a multitude of industries such as life sciences, technology, manufacturing, and retail. She focuses on C-corporation issues and serves pre-IPO and public companies including privately held middle-market companies.

She likes teaching/coaching young professionals and playing tennis during weekends.

https://www.linkedin.com/in/minako-steel-5b170258/

Linda Wagner

MarCom Communications Co-Chair

Linda Wagner is the director of marketing at CrossCheck Compliance, a nationwide consulting firm. She is a business-to-business marketing and business development strategist with over 30 years of experience in the financial services industry. Her expertise is leading organizations through marketing, business development, and sales transformations — as well as building the thought leadership of organizations and individuals.

Linda’s experience in financial services includes sales management and client management — initially in national account sales, and then as regional sales director for Freddie Mac where she managed C-level clients in banks, mortgage companies, and credit unions. She also managed a sales and customer service team. After moving to California, she transitioned from sales to marketing management. Since then, Linda has held marketing leadership roles in industry leading organizations including Hewlett-Packard, FICO, Prudential Real Estate and Relocation, Homecomings Financial (GMAC/RFC), and Citigroup. Prior to joining CrossCheck in 2015, she served as the executive director of a public-private partnership focused on affordable housing where she was instrumental in raising substantial new revenue, developing the organization’s strategic plan, and forming key partnerships.

She has a BA from the University of Illinois, Champaign-Urbana with high distinction in Finance.

Linda initially joined FWSF in 2000 and served as a marketing co-chair in 2008 and 2009. She is now serving as Marcom Communications Co-Chair.

https://www.linkedin.com/in/lindaewagner/

Lauren West

MarCom PR & Social Media Co-Chair

Lauren West brings to the board experience in financial services and wealth management. Currently she is collaborating on numerous marketing initiatives at First Republic Private Wealth Management. Lauren is also pursuing the Certified Financial Planner designation — which complements her strong passion for advising and guiding clients to their financial goals.

https://www.linkedin.com/in/laurenwest10

Maureen Young

San Francisco Programs Co-Chair

Maureen A. Young is senior regulatory counsel and senior vice president at Bank of the West. She advises the bank on a wide range of financial services regulatory, compliance, examination, and corporate governance matters, as well as regulatory strategy and policy issues. Prior to joining Bank of the West in 2016, Maureen was managing director and associate general counsel at MUFG Union Bank, supporting key regulatory and implementation projects and serving as the lead lawyer on numerous initiatives. Before joining MUFG Union Bank in 2012, Maureen was a partner at a large international law firm, where she was a member of the Financial Institutions Corporate and Regulatory group and the Commercial Technology group. She was also co-chair and co-founder of the firm’s Privacy and Security group. Prior to joining the firm in 2003, she was assistant general counsel at Bank of America in the Legal Department’s Regulatory and Corporate Services group. Maureen is the current chair of the Banking Law Committee of the American Bar Association Business Law Section.

Maureen holds a JD from University of California, Berkeley School of Law (Boalt Hall), and a PhD and Master’s degree from University of California, Berkeley, Jurisprudence, and Social Policy Program. She is certified as a Privacy Professional (CIPP/US) by the International Association of Privacy Professionals.

https://www.linkedin.com/in/maureen-a-young-907a257/

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