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

Olivia Barbee

President

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/

Kathy Wheadon

Immediate Past President

Kathy Wheadon is the founder of Clarelane Consulting, LLC. She 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/

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/

Janeth Medina

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

Tracy Teale

CFO/Treasurer

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/


Sandra Camacho

VP Scholarships and Mentorship

Sandra is the controller at Pacific View Asset Management, LLC an investment advisory firm where she is responsible for managing all accounting and finance aspects of the PVAM Group consisting of U.S. and international entities and funds. 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 Pacific View Asset Management, LLC 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/

Kathleen Nielsen

VP Fundraising and 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/

Scholarship Fund Committee Chairs

Mona Ahmadi

Individual Fundraising 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/

Tamarra L. Brown

Scholarship Co-Chair

Tamarra L. Brown is a Supervising Financial Services Specialist with Alameda County. There she provides financial leadership for programs achieving healthy outcomes for indigent and low-income 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.

An FWSF member since 2014, Tamarra served on the East Bay Committee and has been on the Scholarship Committee for three 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

Anne Chambers

Chair, Endowment Committee

 

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/

Krystle Chow

Mentorship Co-Chair

Krystle Chow is a senior manager at Spott, Lucey & Wall, Inc. CPAs in San Francisco. She has 10 years of experience advising both businesses and individuals with managing cross-border planning and compliance in the U.S.

Krystle holds a BA degree in accounting and MS degree in taxation with a certificate in international tax.

Since joining Financial Women of San Francisco in 2015, she has transitioned from serving on the membership committee to her current board role as mentorship co-chair. She also takes an active role in her own firm's mentorship by supporting her three mentees and in managing the program.

www.linkedin.com/in/krystle-chow/

Kim Crosslin

Individual Fundraising 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

Melissa Maquilan Radic

Corporate Sponsorship Co-Chair

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

Vineetha Mummadi

Scholarship 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

Meredith Rosen

Corporate Sponsorship 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/

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