On Friday, October 11th, Financial Women of San Francisco (FWSF) honored one of the Bay Area financial industry’s most inspiring leaders, Terri Kallsen, former executive vice president, Investor Services at Charles Schwab. 

FWSF’s 24th Annual Financial Woman of the Year event highlighted Terri Kallsen’s outstanding career and accomplishments. Terri exemplifies FWSF’s guiding principles: lead, mentor, inspire. She also shares FWSF’s passion for advancing the careers of women, demonstrated through her leadership as a successful woman in financial services. She mentors those looking to advance their career within financial services, with an emphasis on financial planning. Read more

Terri Kallsen, the former head of Charles Schwab's investor services division, shares some of the emotions and fear of going from high-ranking executive to unemployed. (San Francisco Business Times) Read more

Mary Abaya, Senior Revenue Accountant, JUUL Labs
Vicki Cocchiarella, Sr. Manager, Strategic Sourcing, Workplace, Uber Technologies, Inc.
Sarah Cummins, Director, Robert Half Management Resources
Jennifer Gray, Managing Director, KPMG
Aina Konold, Vice-President, Finance, GAP Inc.
Janet Mansinne, Business Development, West Monroe Partners
Shreya Trivedi, Senior Analyst, Aura

We want to let the FWSF community know about you! If you would like to participate in our "Meet a Member," please complete this form (registration required). Answer any of the questions that interest you (or answer them all!).

Once our Social Media co-chairs receive your responses they will schedule our #MeetaMemberMonday and #CareerTipThursday features. Thanks.