Financial Women of San Francisco Board of Directors (501c6)

The Financial Women of San Francisco is governed by a Board of Directors that consists of the Executive Board along with Committee Chair Persons.

Please click on the board member's photo to read her biography. 

Executive Board

Melissa Maquilan Radic

President

Melissa joined IMPACT Community Capital in 2020 and is responsible for relationship management and the delivery of investment solutions to IMPACT’s institutional clients. Prior to joining IMPACT, Melissa was the head of BlackRock’s insurance business for the West Coast, where she was responsible for developing and maintaining relationships with insurance and other taxable clients. Before that, Melissa was an institutional wholesaler for BlackRock’s Retirement Insurance Group, where she supported variable annuity wholesalers and financial professionals among BlackRock’s insurance clients.

Melissa received her undergraduate degree in Operations Research and Financial Engineering from Princeton University and an Executive MBA from The Wharton School at the University of Pennsylvania. Melissa has served on the Board of the Financial Women of San Francisco since 2016, and she currently lives in Berkeley, CA with her husband and two sons.

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

Denise Rigli

Vice President (President Elect), Secretary

Denise Rigli is director in the PwC risk assurance practice in San Francisco with over 18 years of experience. Within PwC's risk assurance practice she focuses on working with financial services, fintech and technology companies to enhance their governance, risk and compliance activities. Experience covers business transformation, IT, financial reporting and operational risks, with a unique view of how these areas intersect. She has focused on assisting clients examine new perspectives, focus on identifying the most critical risk, mitigation of risk through controls that are right for their organization and ensuring that identified weaknesses are remediated timely. She has leveraged her years in the external audit practice to bring a financial statement/financial reporting perspective to both the IT and the operational side of the business for a holistic approach to risk mitigation. She is effective at building and sustaining effective and trusted relationships with senior management and is seen as a trusted business advisor.

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

Ashley Crawford

Treasurer

Information about Ashley comming soon.

https://www.linkedin.com/in/ashley-crawford-cpa-b884957b/

Kim Pugh

Immediate Past President

Kim Pugh is founder and principal of YurPath Solutions and has over 30 years’ experience in financial services and other industry groups. YurPath Solutions is a boutique consulting practice that guides clients in enhancing customer and employee experience, creating product solutions, improving processes, and developing post-merger strategies that mitigate customer impact and increase revenue.

Prior to launching YurPath Solutions, Kim held several 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 & research, business development, and corporate relationship management to digital channels, process re-engineering, and merger integration. While at Mellon Bank (BNY Mellon), she had roles in funds positioning and financial analysis, managed various Operations groups, and as a manager of product design, led 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. In addition to serving on the board of Financial Women of San Francisco, Kim has had a number of other professional affiliations, including being a member of the Association for Corporate Growth, San Francisco (ACG SF) board of directors and serving as the 2018 President.

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

 

http://www.yurpath.com

Committee Chairs

Yvonne Le

Marketing Communications Co-Chair

Information about Yvonne Le coming soon.

https://www.linkedin.com/in/yvonnele7777777/

Anne Beninger

Marketing Communications Co-Chair

Anne is a Senior Digital Customer Experience and Marketing Consultant, currently working back at Wells Fargo helping lead the development of digital strategies and experiences supporting the Small Business Segment.

Prior to rejoining Wells Fargo, Anne held a variety of leadership roles at Charles Schwab, Patelco and Golden 1 Credit Unions, Ogilvy & Mather and American Express, responsible for setting the vision, developing strategies and implementing programs across various products and audiences.

Anne lives in San Francisco and grew up in New York City where she began her career in advertising and marketing. She earned her undergraduate degrees from Rutgers University and La Sorbonne in Paris, and participated in the Wharton Business School Work Study Tour. She enjoys hiking, sports, family time and doing musical theater for charity.

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

Julie McAfee

East Bay Programs Chair

Julie Finora McAfee is a Director & Treasury Relationship Manager for MUFG Union Bank’s Northern California Commercial Banking Office. She works closely with CFOs and Controllers of middle-market companies to help design the most effective banking structure to meet the Company’s treasury management & working capital needs. She has over 20 years of technical experience in Relationship and Treasury Management from various banking institutions e.g. Bank of America, Bank of the West, Wells Fargo.

In addition to her banking experience, she worked for Charles Schwab in Electronic Brokerage where she managed online marketing campaigns and was a liaison between product and service to ensure all internal communication and training for each product rollout was a success.

Julie holds an MBA in Marketing from St. Mary’s College, a Bachelors in Finance from Boston College, and holds a Certified Treasury Professional (CTP) designation from the Association of Financial Professionals (AFP).

Julie joined FWSF in 2007 and has been actively involved with the East Bay Programs Committee since 2015. She is currently a board member and the East Bay Programs Co-Chair.

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

Mimi Mengis

San Francisco Programs Co-Chair

Mimi Mengis has over 30 years of experience in the financial industry and is a proven leader in challenging market and credit environments in achieving critical management/shareholder objectives and forging respectful relationships with external stakeholders. Most recently Mimi led transformation management, liquidity risk/debt capital markets and capital stress testing functions as Managing Director at Mitsubishi Financial Group Americas (MUFG Americas). Prior to MUFG Americas, Mimi provided Treasury consulting at Promontory Financial Group and held senior Treasury roles at Washington Mutual and Providian Financial (liquidity risk, securitization and debt capital markets/investor relations). Mimi began her career at Union Bank of Switzerland (formerly known as Swiss Bank Corporation) as a securitization banker serving clients in the U.S. and Europe.

Mimi earned her MBA in finance at Cornell University and her BA in Russian language and literature at Wellesley College. 

https://www.linkedin.com/in/mimi-mengis-a7236a8/

Seema Jain

San Francisco Programs Co-Chair

Information about Seema Jain coming soon.

https://www.linkedin.com/in/seema-jain-8a005523/

Minako Steel

Membership 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/

Denise Field

Membership Co-Chair

Information about Denise Field coming soon.

https://www.linkedin.com/in/denise-field-715623118/

Shay Phillips

Diversity and Inclusion Co-Chair

Shay Phillips, regulatory compliance consultant, and seasoned banking officer with over 20 years’ experience in financial services and business operations specializing in regulatory compliance of private equity firms and commercial real estate lending institutions. Experienced in BSA/AML operational risk and data management that includes performing periodic examination reviews of processes, monitoring and investigations of alerts generated through suspicious transactions and extensive due diligence management on medium and high-risk clients.
 
Prior to dedicating her experience in independent consulting, Shay served as a consultant with Wells Fargo, and served as an Assistant Vice President for MUFG Union Bank, N.A. In her roles with both Wells Fargo, N.A. and MUFG Union Bank, N.A., Shay was able to successfully blend the ability to interpret complex and ever-evolving global and division-wide policies and best practices and she continues to advance in the field of regulatory compliance through independent consulting and staying abreast on the latest regulatory and due diligence practices in banking products, services and acquisitions.
 
Shay holds a bachelor’s and master’s degree from Saint Mary’s College; as well as certifications in Project and Financial Management from Cornell University; and Risk Management from Stanford University. Currently serving on the Diversity & Inclusion Committee of Financial Women of San Francisco; member of the American Heart Association and previously held positions on the board of directors of the Girls Scout of the USA and liaison to Vison 20/20 of the city of Fairfield, CA.
 
Shay enjoys family-time, cooking, gardening, hiking, traveling; has an overwhelming enjoyment of all sports and will forever find admiration and love in performing arts and music.

https://www.linkedin.com/in/shay-phillips-63388265/

Sonja Velez

Diversity and Inclusion Co-Chair

Sonja Velez is CFO of The San Francisco Foundation, a community foundation working to ensure that everyone in the Bay Area can thrive. Sonja oversees the investment, planning and analysis, and accounting teams and chairs the 401(k) Committee. One of the most rewarding aspects of this role has been the opportunity to expand impact investing strategies in support of the foundations efforts to advance racial equity and economic inclusion.

Sonja previously worked in Myanmar and Thailand while serving as CFO of The Democratic Voice of Burma, a courageous independent media organization.

Prior to that, she held a variety of finance roles during her 13 year tenure at Charles Schwab, including VP of Treasury, VP of Individual Investor Finance, and VP of Corporate Planning and Analysis.

She holds an MBA from UC Berkeley, an MFA in Writing from the University of San Francisco, and a bachelor's degree in International Relations from UC Davis.

Sonja first joined FWSF in 2007 and rejoined upon her return from Asia, and has served on the Diversity and Inclusion Committee since 2017.

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

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