Serving San Francisco, East Bay, and Silicon Valley

Board of Directors

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

Kathleen Nielsen

President

Kathleen Nielsen is the president of Equilibrium Services Group, Inc. She is a governance, compliance, risk, and HR professional with 20 years of experience working on corporate compliance matters with management and boards of national and international companies.
Kathleen works in all aspects of a company's life cycle — including start-up and formation, mergers and acquisitions, work outs, restructuring, IPO, securitization, and debt refinancing. She develops risk and corporate compliance policy for companies in a wide array of industries and works extensively with a client's shareholders, lenders, audit firms, legal counsel, and tax advisors to support the client's growth and success.

Kathleen is an experienced facilitator and trained mediator who is adept at working with teams of diverse individuals. She is also experienced in FCPA, OFAC, and ITAR compliance matters.

Kathleen has a BA, Pre-Law, from the University of California, Berkeley and an MPA from the University of San Francisco. She is certified as a Senior Professional in Human Resources (SPHR) and an SHRM Senior Certified Professional (SHRM-SCP). Kathleen is also the board chair of a non-profit providing nutrition, educational support, and tuition to impoverished children around the world.

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

Paige Venable

Immediate Past President

Paige Venable is a managing director in KPMG’s San Francisco Risk Consulting practice with a focus on Enterprise Risk Management (ERM); Governance, Risk, and Compliance (GRC); Internal Audit; and Sarbanes-Oxley (SOX) assisted services. Paige has 17 years of experience providing advisory and audit services to domestic and global clients.

Paige is serving as immediate past president of FWSF,and has served as a board member since 2012. In 2016, Paige was honored as the FWSF’s Most Distinguished Member of the Year.

In 2017, Paige appeared on Bay Area Focus and discussed how it continues to be difficult for women to break through the glass ceiling and what women can do to excel in their career by growing their professional network, sharing their successes, and being true to themselves.

Paige was selected as one of the Bay Area’s Most Influential Women in Business for 2017 by the San Francisco Business Times; was awarded the Perpetual Trophy for Volunteerism in 2013; is an active member of KPMG's Network of Women (KNOW) and other diversity programs; and is serving her third year as the Co-Chair of KPMG’s Advisory Employer of Choice Council. She has been a National Instructor since 2004; served as a People Management Leader since 2005; and has been recognized year over year for mentoring her colleagues.

Paige is a Certified Control Self-Assessment (CCSA) and Certified Risk Management Assurance (CRMA) professional and has been a member of the Institute of Internal Auditors (IIA) since 2004.

http://www.linkedin.com/in/paigevenable

 

KPMG

Kathy Wheadon

Vice President (2019 President-Elect), Alliance Program Chair

Kathy Wheadon is senior vice president, Operations, at Jordan Park, joining in January, 2018. Prior to joining Jordan Park, she was founder of Clarelane Consulting, LLC. Kathy has over 30 years’ experience in banking and financial services with a consistent focus on operational excellence. She has worked extensively in the investment advisor space and understands well the risks around the investment process, as well as financial accounting and regulatory compliance.

Before founding Clarelane, Kathy worked at DCI, LLC, a model-driven credit focused institutional asset manager, where she built out the operational, financial, compliance, and administrative infrastructure for the firm. Prior to DCI, she spent two years at Investors Bank & Trust, establishing the firm’s first independent treasury operations department (FX, securities lending, wire transfer, corporate treasury). Kathy also worked at Bank of America for nine years, heading up the US operations for foreign exchange and derivatives processing in the Capital Markets group.

Kathy has a BS in Business from the University of Illinois, Champaign-Urbana.

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

Patricia Hudson

Secretary

Pat Hudson is an independent consultant serving financial services companies in the areas of strategic planning, marketing, brand strategy, product positioning, and client experience. Pat has had a 30-year career in the financial services industry. For a decade, Pat led strategic planning, marketing, and product management for Mechanics Bank, a century-old, family-owned community bank based in the San Francisco Bay Area. Prior to Mechanics Bank, Pat was CMO for an Internet insurance company, spearheaded development and marketing of new banking products at Fair Isaac; led Porges/Hudson Marketing to become one of the premier marketing consulting firms in financial services; was Senior Vice President of Marketing for Westamerica Bank; and was vice president of Product Management for Electronic Banking — and, later, vice president of Marketing for Small Business — at Bank of America. Pat began her banking career as director of strategic planning for the New York Banking Division of Citibank.

Pat has been a member of FWSF for 20 years, and has been actively involved with the Scholarship Committee for over a decade. Pat has been privileged to mentor eight FWSF Scholarship recipients in as many years. Pat actively supports the Stanford Business School Alumni Consulting Team program, contributing time as a pro bono consultant to Bay Area non-profits.

https://www.linkedin.com/in/patricia-hudson

Darcy Illg

Treasurer/CFO

Darcy Illg is  vice president, Wells Fargo, leading the Virtual Channels Fraud Business Intelligence & Standard Reporting team. Using her prior experience heading Finance and Operations teams, and her previous role as CFO of an international services company, she makes complex, rapidly changing data understandable to a wide-ranging audience, including executives not involved in daily fraud operations.

Darcy is also lecturer in Leadership Communications at the Haas School of Business. She has an MBA from Haas-UC Berkeley, and a BA in Business Management & Communications, magna cum laude, from Holy Names University.

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

 

Anne Chambers

VP Fundraising and 501c3 Chair

 

In 2004, Anne Chambers launched a consulting practice, Chambers & McAlpine Associates, Inc.,specializing in developing innovative financial technology strategies for the financial services industry. Prior to that, Anne was COO/CFO of Advisor Software, Inc., a provider of web-based asset-allocation and investment-analysis applications for financial institutions. Anne also has worked in a variety of roles at Bank of America — including SVP for Finance Change Management, where she managed major company-wide merger transitions, systems conversions, and process redesign projects. She began her career at Deloitte and Touche and has a BA and MBA from the University of California, Berkeley. Anne is active as a past president of the Haas Business School Alumni Council and a member of the Haas Business School Development Council. Anne is also a CPA.

https://www.linkedin.com/in/anne-chambers-1416a91/

Shelby Duncan

VP Infrastructure

Shelby Duncan is a program manager for Grant Thornton's Center of Innovation. Shelby became engaged with the Financial Women of San Francisco (FWSF) in 2012 as a scholarship recipient and has participated on the Endowment, Technology, and Scholarship Committees. This is her third consecutive year on the board.

https://www.linkedin.com/in/shelby-duncan-19024350

Anne Evers

VP MarCom

Anne Evers, founder and owner of Anne Evers Communications, has more than 30 years' experience in communications. She founded the eponymous firm in 1993 to offer turnkey editing, writing, and editorial management services, primarily for financial services companies. Her specialty is making complex information easier to comprehend, getting people to do what needs to be done, and managing jobs from start to finish.

Anne's financial writing and editing experience ranges from annual reports, newsletters, and Web content to employee communications and statement stuffers. Clients include Visa International, eBay, Streetwise, Inc., Wells Fargo Advantage Funds, Chancellor /LGT Asset Management, PG&E Corp., and Montgomery Funds.

Before founding Anne Evers Communications, Anne was editor of Research magazine, the leading trade magazine for stockbrokers. She oversaw all editorial and production functions, working with top management at a wide variety of publicly traded companies to help them tell their investment stories to the financial community.  

Prior to working as editor of Research, Anne was publicity director for the University of California Press. She has a BA, English, from UC Berkeley, and an MBA, St. Mary's College.

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

 

http://www.aeversco.com

Tracy Teale

VP Scholarship

Tracy Teale is an audit stockholder with RINA Accountancy Corporation, a regional public accounting firm with 60 years of experience serving clients in the Greater East Bay, San Francisco, and the Sacramento/Roseville markets. RINA's focus is primarily on small and medium-sized privately held businesses and their owners and serves a variety of industries, including not-for-profit organizations. Tracy has extensive experience providing audit and attest services to both for-profit and non-profit businesses in a variety of industries. Tracy assists many of her clients with accounting issues and the design of processes and systems. Tracy also has extensive experience in setting up or modifying accounting systems. Prior to joining RINA in 1997, Tracy worked in private industry as a CFO for 10 years.

Tracy holds a Master’s in taxation and an MBA from Golden Gate University. She earned a BA in Economics from University of California at Santa Cruz and a BS in Mechanical Engineering from University of California at Berkeley.

Tracy is a licensed certified public accountant and her professional affiliations include memberships with the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

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

www.rina.com/

Susan Mazzetti

VP Programs

Sue Mazzetti is a financial advisor with The Barry & Milligan Group of Merrill Lynch, a team of eight financial professionals who have more than 100 years of combined experience helping corporate executives, business owners, entrepreneurs, and professionals — with complex circumstances — reach their financial goals. Sue focuses primarily on professional relationship management by acting as a liaison between her clients’ other trusted advisors, namely CPAs and estate planning attorneys. Prior to joining Merrill Lynch, Sue worked for nearly 10 years as a CPA in the International Capital Markets Practice for Ernst & Young. In this role, she provided risk management assurance and advisory services to global financial institutions.

She holds an MBA from Columbia University, a Bachelor’s in Accounting from Boston College, and holds a Chartered Retirement Planning Counselorâ„  (CRPC®) designation.

https://www.linkedin.com/in/susan-mazzetti-a6085842

Carrie Whisler

VP Membership

Carrie Whisler graduated from California Baptist College in 1981 with a degree in Elementary Education and went on to obtain a Master’s in Religious Education from Golden Gate Baptist Theological Seminary in 1986. She worked for 17 years in higher education. In a career change, Carrie joined RINA Accountancy Corporation in 2001 at which time her focus was in the area of audit. In January 2007 she took on the role of human resources director at RINA, where she continues to serve. Carrie earned her Professional in Human Resources designation in 2010.

Carrie is a volunteer and the bookkeeper for Gilead House, a transitional home for mothers and their children. She also enjoys playing keyboard and singing on the worship team at her church and is an avid SF Giants and 49er fan.

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

Rina

Kim Scala

VP Diversity & Inclusivity

Kim Scala is an attorney with an MBA who represents privately held companies, individuals, and investors in real estate, financing, and business transactions. She serves as strategic general counsel to emerging growth and middle-market companies, as well as pro-bono counsel to Rockwood Leadership Institute. An entrepreneur with previous start-up experience, Kim left a large firm, where she was a partner, to start her own law firm, Scala Law, in 2014.

Kim was the Industry Impact Award Honorable Mention winner at the three-chapter Commercial Real Estate Women’s 2016 ELEVATE event. In 2014, she was honored as one of the “Most Influential Women in Bay Area Business” by the San Francisco Business Times and has been on the “Forever Influential Honor Roll” since 2015.

Kim has served on the FWSF board since 2015 and is currently president of the board of CREW East Bay since 2014. She is also on the Advisory Board of Alliance for Girls, which champions the leaders and voices that support young women and girls. Kim spearheaded the Archer Norris “Women in Business Roundtable” series, a moderated quarterly program featuring C-level business leaders.

Kim is a Phi Beta Kappa graduate of Brown University. She received an MBA (Beta Gamma Sigma honors) from UCLA and a JD from UC Davis, where she received Order of the Coif, Law Review, and Phi Kappa Phi honors. Following law school, Kim clerked for the Honorable Justice Joseph R. Grodin of the California Supreme Court.

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

 

Committee Chairs

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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