FWSF Scholarship Fund Board of Directors (501c3)

The Financial Women of San Francisco Scholarship Fund 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. 

Scholarship Fund 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/


Kathleen Nielsen

VP Fundraising, 501c3 Chair

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/

Sandra Camacho

VP Scholarships

Sandra is a Director, Finance/Controller at BTIG, LLC a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Given over 20 years in experience in the finance industry and in the accounting field, she is well placed to provide senior level accounting guidance and expertise.

Prior to BTIG, LLC she was the Controller of an affiliated entity, Pacific View Asset Management, LLC, and prior to that she worked at Babcock & Brown LP, a global investment and advisory firm, where she held various roles culminating in the Assistant Controller of the U.S. Corporate and Structured Finance division.

She holds an MBA with a focus in international business and a BS in finance from California State University.

Sandra served in the U.S. Army Reserve for 21 years where she was an Adjutant General branch officer. She graduated from various leadership development training courses.

Sandra has been actively involved in Financial Women of San Francisco since 2012. Her prior board roles were as Marketing and Communications Co-Chair and Scholarship Co-Chair. She was also a Financial Woman of the Year and International Women's Day committee member.

www.linkedin.com/in/sandra-camacho-983a3a42/

Scholarship Fund Committee Chairs

Anne Chambers

Endowment / Leadership 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/

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

Maureen Young

Individual Fundraising 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 a recent past 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, 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/

Mona Ahmadi

Financial Woman of the Year 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/

Kim Crosslin

Financial Woman of the Year Co-Chair

Kim Crosslin is a Commercial Banking Leader in the Technology Banking Group of Wells Fargo Bank. She has over 25 years of experience in providing capital market products and treasury solutions to professionally sponsored (venture capital/private equity) and publicly traded technology companies across all industry verticals. Her team of relationship managers are committed to bringing value and financial intelligence to the technology ecosystem. Prior to Wells Fargo, she was a Relationship Manager with the Technology Banking Division of Comerica Bank for 10 years. She began her career in technology banking at Silicon Valley Bank in 1994. Kim graduated from California State University, Chico with a Bachelor’s of Science in Health Administration and Minor in Business Administration.

https://www.linkedin.com/in/kim-crosslin-7318662/

Ruoyi (Roi) Fang

Corporate Sponsorship Co-Chair

Roi Fang, CPA, is the Controller at Brightloom, a Bay area SaaS company that builds customer growth platform. Roi is also an adjacent Accounting Processor at Golden Gate University.

Roi received her bachelor degree in Economics from UC Berkeley and Master degree in Accounting from Golden Gate University. She started her career in the Audit function at Deloitte SF. During her time at Deloitte, she specialized in SaaS and renewable energy industry. She then joined Arkose Labs, a Cybersecurity SaaS company, as the Assistant Controller.

Roi was a FWSF scholarship recipient in 2015, and has been helping out with FWSF since then. She has been a team lead for scholarship since 2015 and served on the board of FWSF on the Membership Committee and Fundraise Committee.

https://www.linkedin.com/in/ruoyi-fang-roi-cpa-4b769921/

Meredith Rosen

Corporate Sponsorship Co-Chair

Meredith Rosen is the Director of Portfolio Management and Client Experience at Bedell Frazier Investment Counselling a boutique investment management firm based in Walnut Creek. Meredith works with individuals and families to build their wealth and plan for future goals so they can become reality. As a financial advisor, she relieves the stress and burden of making investment decisions for clients so that they can focus on living their lives.

Meredith holds an MBA from the University of San Francisco and a Bachelor's in Marketing and Information Systems from Boston College.

She joined FWSF in 2008 and has served on the East Bay Programs Committee prior to the Sponsorship Committee.

In addition to her involvement with FWSF, Meredith serves on the board of the Marin Parents of Multiples Club.

https://www.linkedin.com/in/meredith-rosen-5047186/

Alexis Babb

Scholarships Programs 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.

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

Tamarra L. Brown

Scholarship Programs Co-Chair

Tamarra L. Brown is a Supervising Financial Services Specialist with Alameda County Health Care Services Agency. There she provides financial leadership for programs achieving healthy outcomes for residents.

Before joining Alameda County as a finance professional, Tamarra worked in public accounting. There, her portfolio included banking, not-for-profit and financial services clients. Prior to that Tamarra was a Management Analyst with Alameda County, providing leadership for a number of projects including new construction, renovation, and program re-design.

Tamarra is a CPA (certified public accountant) and holds an MBA from USC’s Marshall School of Business, where she was a Consortium for Graduate Studies in Management Fellow. She is a lifelong learner and teacher who is passionate about financial literacy and education as a means to empower women.

A FWSF member since 2014, Tamarra was an East Bay Programs volunteer and has been on the Scholarship Committee for four years, two years as the Stanford Team Lead, and one year concurrently as the Santa Clara University Team Lead before becoming a Scholarship Committee Co-Chair.

Outside of work, Tamarra enjoys faith, family, fitness and cooking.

https://www.linkedin.com/in/tamarra-brown-cpa-mba-6aa58355/

Alameda County

Vineetha Mummadi

Scholarship Mentoring Co-Chair

Vineetha Mummadi is a model governance risk management analyst at Bank of the West since 2017. She analyzes model risk processes and metrics for significant trends and possible areas of risk. Previously, Vineetha has experience in supply chain management with Renault-Nissan Automotive in India where she was leading risk management in areas of importing raw materials from Spain and Turkey. She has an educational background in chemical engineering, energy engineering. She also holds an MBA in finance from Mills College in Oakland, CA, and a certification in Mastering Business Excellency (MBE)from CEDEP, Fontainebleau. She is very interested in women’s empowerment causes and was a former Lela Jahn Grant recipient awarded by Financial Women of San Francisco for improving lives of women through education. She was a 2016 FWSF Scholarship recipient and has been actively involved with the organization since then. She currently is a board member as well as a 2019 FWSF scholarship co-chair.

linkedin.com/in/vineetha-mummadi-1291992a

Lisa Schultz

Scholarship Mentoring Co-Chair

Lisa Schulz is the Corporate Controller at WorkBoard, Inc., overseeing the accounting organization. Lisa is a CPA with over 15 years of progressive experience in accounting and financial management for public and private companies. Lisa graduated from Sacramento State University with a degree in accounting. She has been a FWSF member since 2019, has served on the Mentorship Committee since 2020 and is also a member of the Diversity & Inclusion Committee.

https://www.linkedin.com/in/lisa-s-95202b14/

 

 

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