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

Kim Pugh

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

Melissa Maquilan Radic

Vice President, Co-chair Individual Fundraising

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

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/

Tracy Teale

CFO/Treasurer, VP Infrastructure

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/

Olivia Barbee

Immediate Past President, VP Marketing Communications

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/

Paige Venable

VP Membership

Paige is a people-driven leader inspiring and helping people be their best selves, so they can do their best work.

Aside from selling and delivering audit, risk and compliance services as a Managing Director in KPMG’s Risk Advisory Solutions practice, Paige’s true passion was her team’s development, engagement, and overall experience at the firm. During her 20-year career with KPMG, she led and supported multiple people-oriented initiatives, such as the Culture Council, Employer of Choice Council, Campus Recruiting, and KPMG’s Family for Literacy. She was also actively involved in KPMG’s Network of Women and Women of Risk Community business resource groups, as well as a National Instructor.

Paige is currently an Executive Board Member of the Financial Women of San Francisco (FWSF) and is serving her third term as the VP of Membership and member of the Diversity & Inclusion Committee. She served as President in 2017, has been a Board Member since 2012, and a member since 2008. In 2016, Paige was honored as the FWSF’s Most Distinguished Member of the Year.

Paige was selected as one of the Bay Area’s Most Influential Women in Business for 2017 by the San Francisco Business Times and in the same year she appeared on CBS KPIX 5 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. https://www.youtube.com/watch?v=rLQou8JtA3w

Today, Paige is pursuing the achievement in the workplace that truly matters and feeds her passion, which is to create and maintain a culture of engagement and transparency; diversity, inclusion, belonging and equity; and performance development and continuous learning at a company with shared values and purpose. She recently completed the Strategic Human Resources Leadership certification at Cornell University and is now pursuing a Human Resources Management certification at University of California, Berkeley.

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

Lysa Wollard

VP Programs

Lysa is the controller for Fehr & Peers, a privately held company that specializes in providing transportation planning and engineering services to public and private sector clients. As the controller, Lysa is responsible for maintaining the financial integrity of the firm through the development and maintenance of internal controls, accurate reporting and oversight of the accounting department activities.

Prior to her position with Fehr & Peers, Lysa was a revenue recognition manager for Taleo Corporation and before that she owned Ahart Aviation, a flight school in Livermore, CA.

Lysa holds a BA in anthropology from UCSB and an MBA from Mills College. She has been a member of FWSF since 2011, has served on the board since 2018 as the membership co-chair and currently as the co-chair for the East Bay programs committee.

Lysa served on the Valley Montessori Board from 2008 to 2011.

www.linkedin.com/in/heatherallysawollard

Fehr and Peers

Janeth Medina Larios

VP Diversity and Inclusion

Janeth Medina is a Vice Present at Bank of the West, where she serves as the annual Community Ambassador within the Bank’s Corporate Social Responsibility (CSR) group. In her current role, she has the unique opportunity to provide nonprofit consulting and critical organizational support to Earth Island Institute. Before entering the CSR space, Janeth spent most of her career developing strategic business cases for business lines to improve the growth and profitability of their businesses and also supported major bank-wide transformation initiatives.

Janeth joined the FWSF in 2013 after being awarded a Graduate scholarship. She served as a Mills College Team Lead for three years, Co-Chair and VP of the Scholarship Program thereafter, and is currently a board member and VP of Diversity & Inclusion.

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

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

Bank of the West

Committee Chairs

Denise Field

Membership Co-Chair

Bio to come.

Carrie Whisler

Membership Co-Chair

Carrie Whisler is the human resources director at RINA Accountancy Corporation (RINA) where she has served since 2001. She works closely with the executive committee in managing all personnel matters for the firm including the oversight of continuous education and professional development programs, culture-forming programs and activities, on-boarding new staff, oversight of the internship program, administration of the performance assessment process and assisting supervisors with any disciplinary actions needed.

Prior to moving to RINA Carrie worked in the world of education, first as a primary school teacher and then the registrar at a graduate school where she worked for 17 years.

Carrie holds a Masters’ of Religious Education from Golden Gate Baptist Theological Seminary and holds the PHR certification through HRCI. Carrie has served on the membership and programs committees since 2011 in various capacities. She has served as a mentor to a scholarship recipient off and on since 2014.

In addition to the work Carrie does with RINA and FWSF, she also serves as a volunteer for Gilead House, a non-profit organization in Marin County. Carrie also enjoys hiking having recently hiked the Camino de Santiago in Spain and Mt. Kilimanjaro in Tanzania. Sadie, her rescued Lab-mix, is the love of her life!

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

Rina

Susan Mazzetti

Member Engagement Chair

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

Carolyn Sweeney

East Bay Programs Co-Chair

Bio to come.

Julie McAfee

East Bay Programs Co-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.

Sara Cummins

San Francisco Programs Co-Chair

Sarah Cummins is an Assistant Vice President at Robert Half Management Resources, joining in May 2018. She is a financial statement reporting expert with over 10 years’ experience. In her current role, she supports companies via company directed support as well as provides methodology in all areas audit, tax, accounting, finance, and ERP systems. Her clients range from all industries and sizes.

Prior to joining Robert Half Management Resources, Sarah was a member of the tax services group at BDO and PwC, specializing in tax compliance and ASC 740. She spent 5 years in public accounting and prior to that, worked at a local CPA firm and another tax firm.

Sarah holds an MSA from University North Carolina Wilmington and a Bachelor’s in Accounting from Carson Newman College. She is also a member of Beta Alpha Psi.

She started attending FWSF events in 2017 and became a member of the Program’s committee in 2020. Sarah is a co-chair for the program’s committee as of 2021 and beyond.

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/

Karen Crowley

Marketing Communications Co-Chair

Karen Crowley is a Salesforce solutions engineer for ICONIQ Capital. She has designed and implemented Salesforce solutions for private equity and family office firms. She has 15 years of experience leading systems projects through their full development life cycle — requirements gathering, design, development, testing, training, implementation, ongoing enhancements and user support.

Karen also worked in regulatory and systems (SAP) roles at Pacific Gas and Electric Company. She has provided written and oral testimony before the California Public Utilities Commission. She started her career assisting businesses and outside counsel to resolve complex business and litigation challenges.

Karen holds a BA in economics from Pomona College. She is a Certified Salesforce Administrator.

Karen joined FWSF in 2014 and began serving on the board in 2017.

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

ICONIQ

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.

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.

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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