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

Paige Venable


Paige is a Managing Director in KPMG’s Risk Consulting Integrated Assurance practice in San Francisco. Her primary focus is Enterprise Risk Management (ERM), Governance, Risk and Compliance (GRC), Internal Audit; and Sarbanes-Oxley (SOX) Compliance services. Paige has over 15 years of experience providing Advisory and Audit services to domestic and global clients.

Paige is serving as the 2017 President of the Financial Women of San Francisco (FWSF), a non-profit organization, and has served as a Board Member since 2012. In her role as the Sponsorship Co-Chair, she raised more than $740,000 in corporate in-kind and cash contributions in 2012-2013 and in her role as the Scholarship Co-Chair, she granted nearly $300,000 in scholarships in 2014-2016.

Paige was awarded the KPMG San Francisco Office Managing Partner 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 second 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.



Kathleen Nielsen

Vice President and VP - Infrastructure

Kathleen Nielsen is the President of Equilibrium Services Group, Inc. ("ESG"). 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 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 B.A., Pre-Law, from the University of California, Berkeley and an M.P.A. 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.

Patricia Hudson


Pat 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 nonprofits.

Marcia Harris


Information about Marcia coming soon.

Anne Chambers

VP - Fundraising and 501c3 Chair


In 2004, Anne 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 worked in a variety of roles at Bank of America including SVP for Finance Change Management where she managed major companywide 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.

Darcy Illg

VP - Membership and Immediate Past President

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.


Michele Hanson

VP - Programs

Information about Michele coming soon.


Anne Evers

VP - MarCom

Anne Evers, founder and owner of Anne Evers Communications, Inc., has more than 30 years' experience in communications. She founded Anne Evers Communications, Inc. 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 B.A., English, from U.C. Berkeley, and an M.B.A., St. Mary's College.

Colleen Lingane Thomas

VP- Scholarship

Colleen is a consulting principal in North Highland’s San Francisco office working exclusively with financial services clients. For more than 18 years, Colleen has been delivering consulting solutions in this segment focusing in the areas of retail banking and consumer lending.

She is a board member and an active member for more than 15 years of the Financial Women of San Francisco. She is also on the board of the Sun Valley Pool where her family is active on the swim team. She lives in the East Bay with her husband and two daughters.


Committee Chairs

Alexis Babb

Silicon Valley Committee Co-Chair

Alexis is a Relationship Manager in Wells Fargo's Santa Clara Regional Commercial Banking office. She completed Wells Fargo's six month full-time residential Credit Management Training Program in November 2016 and the bank's three year Financial Analyst Program in May 2016.

She is a board member and an active member for more than 4 years of the Financial Women of San Francisco. She is an alum of Santa Clara University, where she received her undergraduate degree in Finance and Economics from the Leavey School of Business. She lives in the South Bay with her boyfriend of 10+ years and enjoys traveling, reading, and cooking in her spare time.

Olivia Barbee

Corporate Sponsorship Relationship Management Committee Chair

Olivia has extensive experience in financial services content marketing, currently working for Wells Fargo's Wealth and Investment Management team. She lives in San Francisco and is a fan of both the San Francisco Ballet and the Golden State Warriors.

Sandra Camacho

Communications Committee Co-Chair

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

Prior to joining Pacific View Asset Management and BTIG, LLC she worked in various positions at Babcock & Brown LP which culminated with her position as Assistant Controller for the U.S. Corporate and Structured Finance Group. Babcock & Brown LP was a global investment and advisory firm. 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 Bachelor of Science degree in Finance and a MBA with an emphasis in International Business. During her membership in the Financial Women of San Francisco organization, she has also served on the Financial Woman of the Year event committee.

Abby-Gail Chaffatt

Silicon Valley Committee Co-Chair

Abby is Deputy Chief Compliance Officer at WePay, Inc. Before joining the payment facilitator, WePay, Inc., Abby advised banks, MSBs, and financial technology companies on risk management and compliance matters as a consultant with Promontory Financial Group. She joined Promontory from the Federal Reserve Bank of New York where she was a senior compliance analyst, principally providing regulatory guidance on AML and counter-terrorist-financing compliance and OFAC sanctions. Abby earned a bachelor’s degree in finance from the University of Florida and a J.D. from Boston University School of Law.

WePay, Inc

Rebecca Cooper

Corporate Sponsorship Committee Co-Chair

Rebecca Cooper serves Grant Thornton as a Business Development Executive. She focuses on priority targets in the technology and the consumer and industrial products industries and is based in San Francisco. Rebecca works closely with our partners and service delivery teams to develop and grow client relationships and ensures that our teams are identifying and addressing issues relevant to those clients. As a member of the core account team she helps provide key insights, critical content and thought leadership to offer the full depth and breadth of our global services to assist in addressing client needs. Rebecca’s responsibilities include helping to manage and coordinate Grant Thornton’s West Coast business development efforts by driving greater communication, collaboration, training and performance in the practice. She has extensive experience working with pre-IPO, growth and Fortune 500 companies. She received her Bachelor of Art degree in political science from the University of San Francisco.

Josie De Marco

Lifestyle and Special Events 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 has previously served as a volunteer for the FWSF Industry Leadership Committee in 2016 and now serves in the position of Co-Chair for the Lifestyle and Special Events Committee.

Marion Donnelly

Communications Committee Co-Chair

Marion Donnelly is a Principal and Chief Financial Officer at Fehr & Peers a privately held engineering firm with thirteen regional offices throughout the country. Fehr & Peers specializes in providing transportation planning and engineering services to public and private sector clients. The company emphasizes the development of creative, cost-effective, and results-oriented solutions to planning and design problems associated with all modes of transportation.

Marion has over thirty years of experience in accounting and delivering corporate services. She began developing a corporate services team at Fehr & Peers in 1987 in anticipation of the firm's desired growth. She now leads Administration, Accounting, Communication, Human Resources and Information Technology in providing effective and strategic services across the company. As CFO, she is responsible for all financial matters including cash-flow management, bank and legal relations, insurance, employee benefits and tax and accounting issues.

Marion graduated summa cum laude with a Bachelor of Arts degree in Liberal Studies from Sacramento State University. She has been a member of FWSF for eight years and previously served on FWSF's East Bay Chapter Committee.


Shelby Duncan

Scholarship Committee Co-Chair

Shelby Duncan is a Senior Associate with Grant Thornton representing Technology Strategy & Management | Digital Innovation & Analytics. 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 second consecutive year on the Board.

Ruoyi (Roi) Fang

Membership Committee Co-Chair

Roi the Co-Chair of Membership Committee. She is currently working at Deloitte as Senior Audit Assistant in SF office. She received her Bachelor Degree of Economics from UC Berkeley, Master of Accountancy Degree from Golden Gate University and she just recently became California licensed CPA. Roi is passionate about Women Empowerment, she had her own business to help underprivileged young women to receive higher education and she is also the Co-Lead at Deloitte for San Francisco Education Fund.

Deloitte Logo

Kristina Hentschel

Mentoring Committee Co-Chair

Kristina is a CFO and executive leader who partners with early stage and mid-sized companies as an extension of their team to provide accounting, finance and operational support to enable entrepreneurs to focus on and deliver mission critical results. Her clients include Voxer, Bay Grove Capital, Cloverpop and Copia Global. Previously Kristina served as the CFO for Women's Professional Soccer, Executive Director of GirlVentures and earned her CPA while working as an auditor with Deloitte at the start of her career.

Kristina first became engaged with the FWSF in 2008 as Scholarship Recipient while purusing dual MBA degrees from The Haas School of Business and the Columbia Business School. She earned her BBA from The University of Michigan.


Stephanie Hyde

Endowment Committee Co-Chair

Information about Stephanie coming soon.

Alia Luqman

Marketing and PR Committee Co-Chair

Alia Luqman was a proud FWSF Scholarship recipient in 2014. Alia's dream is to provide financial education to low income women with children in the Bay Area through creating centers that can teach mothers how to set goals, find employment, manage budgets, and save money. Alia also has a passion for international micro-finance and small business growth. After graduating with a Bachelor's degree from Columbia University in New York, she pursued a career in social work, managing and providing care to youth in New York and then in the Bay Area as a social worker at numerous private and government social services agencies; including Seneca Center, San Francisco County's Department of Family and Children Services and the LGBT Center of New York City. She has a Master's of Social Welfare from the University of California, Berkeley, and is pursuing her MBA at Mills College.

Juliana Iran

Member Services Committee Co-Chair

Julianna has been working in Investment for over 5 years, with previous experience in the 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 4 years, on the board for 2 years as the Co-Chair of Membership Services, and is on her second year of leading the FWSF Book Club in SF. In her free time she can be found trying to fill the time with something productive.

Julia Baron Kniesche

Mentoring Committee Co-Chair

Julia Baron Kniesche is a manager in the Fraud Investigation & Dispute Services (FIDS) practice at Ernst & Young. She brings more than 10 years of professional experience 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 EY's Professional Women's Network. She is a CPA, CFE, and CAMS.

Susan Mazzetti

East Bay Chapter Committee Co-Chair

Sue is a Financial Advisor with The Barry & Milligan Group of Merrill Lynch, a team of 8 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 CPA’s 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 a Masters in Business Administration from Columbia University, a Bachelor’s degree in Accounting from Boston College and holds a Chartered Retirement Planning Counselor,℠ (CRPC®) designation.


Melissa Maquilan Radic

Financial Woman of the Year Committee Co-Chair

Melissa Maquilan Radic, CFA, CAIA, Vice President, 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.

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

Mrs. Maquilan Radic received a BS in Engineering degree in Operations Research and Financial Engineering from Princeton University and an Executive MBA degree from the University of Pennsylvania’s Wharton School.

Jannis McCollier

Technology Co-Chair

Jannis McCollier is a Finance and Accounting Manager at a start-up company, Latitude 38 Housing Services. Prior to relocating to San Francisco, she worked in San Diego as a Hedge Analyst for MCT Trading. In addition to her current role, Jannis provides software training and bookkeeping services to small businesses and consultants. She earned her Bachelor’s degree in Finance from Southeast Missouri State University and continuing education from the University of California San Diego. During her free time, Jannis enjoys mentoring inner-city young women through hiking trips and providing free tax returns to low-income families.

Janeth Medina

Scholarship Committee Co-Chair

Janeth 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 became a member of the 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.

Mickele-Sade Nowden

Marketing and PR Committee Co-Chair

An intercontinental traveler, energetic reader, and published writer, are all activities that Mickele-Sade Nowden rejoices in. Mickele-Sade or Mickele, as she prefers to be called, is a Certified Public Accountant with Bregante + Company LLP, who enjoys working with nonprofit and closely held entities. Utilizing her expert knowledge, formal training and years of experience, she performs financial accounting and tax preparation services to clients in a variety of industries. Additionally, she provides services such as tax compliance and planning to the individual owners of the organizations, all with a personal touch.

Mickele is a distinct graduate from the University of California, Santa Barbara holding two B.A’s; the first, in Business Economics with an emphasis in Accounting and the second, in Psychology. Not holding back from her desires to learn and do more, 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, yet still finds free time to enjoy a great movie or TV show, and most importantly time to support animal rights.

Thanks for reading and please review my LinkedIn, for additional information.

Kim Pugh

Professional Development Committee 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 Master of Business Administration and her Bachelor of Arts in Economics from the University of Pittsburgh in Pittsburgh, PA.

Denise Rigli

Corporate Sponsorship Committee Co-Chair

Denise is Director in the PwC Risk Assurance practice in San Francisco with over fourteen years 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.

Roberta Rima

Professional Development Committee Co-Chair

Roberta has 9+ years of experience in forensic and compliance and is a Compliance Manager at Genentech.

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

She is skilled at designing and implementing compliance programs, conducting audit engagements and corporate investigations. She developed an extensive 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 ten years dreams came true!

Jessica Ross

Financial Woman of the Year Committee Co-Chair

Jessica Ross currently serves as Vice President and Corporate Controller for the Gymboree Corporation in San Francisco, California. Jessica's professional experience includes more than 18 years in progressive leadership roles in Finance, including 12 years of public accounting experience between Arthur Andersen and Deloitte. Prior to joining Gymboree, Jessica served as a Managing Director in Finance at Kaiser Permanente where she led several program-wide initiatives focused on finance transformation and optimization.

Jessica is an active California Certified Public Accountant. She holds a bachelor’s degree in Business from U.C. Berkeley’s Haas School of Business and an MBA from the Wharton School of the University of Pennsylvania. As a two-time FWSF scholarship recipient herself, Jessica's role on the FWSF Board reflects her desire to give back, and her passion for developing young women and professionals to reach their full potentials.


Kim Scala

Diversity Committee Chair

Kim is an attorney with an MBA who represents privately-held companies, individuals, and investors in complex real estate, financing, and business transactions. She serves as strategic general counsel to entrepreneurial and emerging growth 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.

Kim has served on the FWSF board since 2015 and has been on 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.

Minako Steel

East Bay Chapter Committee Co-Chair

Minako is a Senior Tax Manager at Moss Adams, LLP. She is a tax professional with over 15 years of public accounting experience. She like teaching/coaching young professionals and playing tennis during weekends. She have passion about growing and improving herself and spending lots of money for taking classes and going to events to get inspiration. Minako love cats, too.

Tracy Teale

Technology Co-Chair

Tracy 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 Masters in taxation and an MBA from Golden Gate University. She earned a B.A. in Economics from University of California at Santa Cruz and a B.S. 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.

Aliaksandra (Sasha) Tsiatsera

Endowment Committee Co-Chair

Sasha is a senior at Haas School of Business and is pursuing her BS in finance and consulting. Upon graduation, Sasha will be joining KPMG as an Associate in its Internal Audit, Risk and Compliance Services practice. Living in the Bay Area since 2011, Sasha is fond of innovation - she did business development and consulting for a couple of startups and helped organize Startup Weekend in Berkeley. She also has earned a Certificate in Technology and Entrepreneurship from Sutardja Center at UC Berkeley. Sasha is a 2016 FWSF Scholarship Recipient and is currently serving as a Co-Chair of the Endowment Committee.

Lauren West

Member Services Committee Co-Chair

Lauren 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 compliments her strong passion for advising and guiding clients to their financial goals. In her free time she enjoys volunteering, hiking and other outdoor activities and a bit of random trivia.

Kathy Wheadon

Alliance Committee Chair

Kathy Wheadon, founder of Clarelane Consulting, LLC, 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. Kathy started Clarelane in order to work with financial services firms on strategic operations and compliance projects.

Prior to 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 9 years, heading up the US operations for foreign exchange and derivatives processing in the Capital Markets group.

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

Carrie Whisler

Lifestyle and Special Events Co-Chair

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.


Jing (Vicki) Ye

Membership Committee Co-Chair

Vicki earned her MBA degree from University of San Francisco in 2016. Prior to moving to the SF Bay area, Vicki began her accounting career in her country, Singapore, where she held positions with BDO and Hilton International. Her last position was as a Senior Finance Manager in an asset management firm. Vicki started her journey with FWSF in 2015 as a scholarship recipient, actively participated and volunteered at various events since. Vicki is currently serving as Co-Chair of the Membership Committee.

Maureen Young

Industry Leadership 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. She is on the Board of Directors of the Financial Women of San Francisco.  Maureen holds a J.D. from University of California, Berkeley School of Law (Boalt Hall), and a Ph.D. and Masters 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.

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