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UC Berkeley Haas Alumni Network and NerdWallet present Women in Finance - Experiences Shared and Discussed

Tuesday, May 23, 2017 Alliance Series

6:00 - 9:00 pm. •  NerdWallet, 875 Stevenson St., 5th Floor, San Francisco, CA

Are fewer women entering finance? Are women making it to the top? How are they doing it? Want answers? Our panel of outstanding women executives will discuss their own experiences leading successful careers in finance.

The stellar panel includes two former FWSF Financial Women of the Year - Carrie Dolan, Former CFO of Lending Club and Rebecca Macieira-Kaufmann, Head of International Personal Bank US at Citigroup.




Shiyan Koh – Head of Business Operations & Corporate Development at NerdWallet, Shiyan has been instrumental in the company’s extensive growth. Previous to NerdWallet, she was an investment banker, a venture capitalist, and a macro investor with roles as a Senior Investment Associate at Bridgewater Associates and Institutional Venture Partners as well as an Analyst at JPMorgan. Shiyan received an MBA from Harvard Business School.

Sandra BragarDirector of Wealth Management, Principal, at Aspiriant working with ultra high net worth clients. Sandi began her career at EY and has taught Financial Planning at UC Berkeley. She has been frequently quoted in publications such as Barron’s, CNBC, Bloomberg TV, Fox Business News, USA Today, The Chicago Tribune, San Francisco Chronicle and ABC7/KGO-TV, and has been featured as one of Barron's Top 100 Independent Financial Advisors. Sandi holds a BA degree in Business Economics from the University of California-Santa Barbara.

Carrie Dolan – Former CFO of Lending Club where she helped grow the company into the world’s largest online marketplace connecting borrowers and investors and managed the firm’s IPO, one of the top 10 US-based Internet public offerings of all time. Previously, Carrie was SVP/Treasurer at Charles Schwab and CFO for the Schwab Bank. She was named one of The Most Powerful Women in Finance in 2015 by American Banker and 2015 Financial Woman of the Year by the Financial Women of SF. Carrie earned an MBA from the Haas School of Business at UC Berkeley.

Rebecca Macieira-Kaufmann – Head of the International Personal Bank US Citigroup and Chairman of the Banamex USA Board of Directors. Previously, President/CEO of Banamex USA, a subsidiary of Citigroup Inc. and affiliate of Banco Nacional de México, the second-largest bank in Mexico. Rebecca has been recognized as Influential Woman in Bay Area Business by the SF Business Times for 10 years and 2010 Financial Woman of the Year by the SF Financial Women’s Association. Rebecca received an MBA from the Stanford Graduate School of Business.

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