Meet the team
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The leadership team
Meet our mentors and matchmakers, coaches and collaborators, corporate veterans and finance whizzes. An adaptable and friendly group, the senior leaders at RoseRyan wear a variety of hats to hire the best, inspire our gurus and keep our clients happy. Kathy and the rest of the leadership team have the broad, deep experience (from years at the Big 4, Fortune 100 companies, as well as many startups) that clients really trust.
Kathleen Ryan, CEO & CFO
Kathy started RoseRyan on a mission to let highly savvy finance pros combine challenging assignments with a flexible work/life balance—and the firm has grown beyond her wildest dreams.
Kathy was director of finance at Quantum and tax manager at Price Waterhouse before co-founding RoseRyan in 1993 with Sue Macias. In addition to management expertise, her skills include general and cost accounting; tax and SEC reporting; forecasting, budgeting and planning; business finance; and systems planning and implementation. She has served as CFO for over 50 emerging growth companies. And she’s known for fostering innovation, having nurtured the development of RoseRyan’s scheduling, timesheet and billing management app, which was recently spun out as a separate software company called Bizinta. In addition, RoseRyan also created a new consulting firm, Kukuza Associates, for cannabis accounting and finance, building off its entrance into the exciting market in 2014.
Her leadership has been widely recognized. San Francisco Business Times named Kathy as an influential woman in Bay Area businessin 2015. She’s twice made Accounting Today’s national listing of the sector’s top 10 leaders, known as the Managing Partner Elite. And in 2012, the San Jose/Silicon Valley Business Journal named her one of the most influential women in Silicon Valley. Formerly a Big Four CPA, Kathy holds a BS in accounting from Santa Clara University. A founding member of FINACA, an association of similar consulting firms across the country, Kathy serves on FINACA’s board and is an active member of St. Michael’s Church in Livermore. Kathy loves golf, needlepoint and (her guilty pleasure) romance novels.
Maureen Ryan, Vice President
Maureen joined RoseRyan in 2000 to spearhead business development. Before that, she was an account executive with Nortel Networks, marketing manager at Bay Networks and sales operations manager at Quantum Corp. As engineering program manager at General Dynamics, she was responsible for landing a $20 million government contract for the development of a major missile system.
Maureen holds a BS in aeronautics from San Jose State University and an MBA from San Diego State University. Her passion is the relentless pursuit of equal rights for women.
Pat Voll, Vice President
Pat provides strategic guidance into several practice areas at RoseRyan, including corporate governance, strategic projects and operational accounting. In addition, she manages multiple client relationships, develops new solutions for the firm, oversees strategic and corporate culture programs, and provides thought leadership on corporate governance and transaction topics in the press and media.
Pat has worked in various financial management roles with primarily mid-size, public, technology companies as CFO, vice president of finance and controller. She also worked with Price Waterhouse for five years as an auditor.
Pat does a lot of things well, including revenue recognition, SEC and management reporting, mergers and acquisitions, SOX compliance and risk management, and plain old nuts-and-bolts accounting, to name a few. Pat is a former Big 4 CPA, CGMA and holds a BS in accounting from San Jose State University.
David Roberson, Vice President
David Roberson focuses on growing our cannabis business and our private equity channel. He’s guiding our efforts to help cannabis companies in all segments (growers, labs, manufacturing, retail) professionalize their finance operations. In the private equity space, he helps PE firms and their portfolio companies realize value quickly. He leads large, complex finance teams that bring PE portfolio companies through major transitions such as acquisitions and divestitures.
Working with RoseRyan in 2018, David led the large finance team that provided transitional services for the Symantec-Digicert divestiture.
Prior to joining RoseRyan, he spent 6 years as an Advisor to tech companies, leading major projects in the areas of finance, strategy, due diligence, capital structure, corporate governance, sales and human resources.
David also served as a senior vice president for Hewlett-Packard Co. Before HP, he was president and CEO at Hitachi Data Systems, where he has previously held the titles of COO, CFO, CIO and general counsel. He has served as a director of 12 companies including Brocade, Quantum, IGT, Spansion and IDT.
David received a BA from the University of California at Irvine and a JD from Golden Gate University School of Law. He studied financial management at Harvard Business School. In his spare time, David mentors a diverse group of people in various disciplines from recent college graduates to CEOs.
Stephen Ambler, Vice President
Stephen Ambler is a serial CFO who oversees our CFO practice, and assists with recruiting and learning and development at the firm. He also provides CFO services at fast-moving tech companies in and around the Bay Area. He acquired his wide-ranging expertise, including financial and operational management, fundraising, SEC reporting and budgeting and planning, through 30-plus years of accounting and business experience on both sides of the Atlantic.
Before joining RoseRyan in 2012, Stephen spent 13 years as a CFO of NASDAQ-listed companies, and 8 years in auditing, including several as a manager with Price Waterhouse (now PwC).
Stephen is a chartered accountant (England and Wales) and has a diploma in accounting studies from Oxford Brookes University, England.
Eve Murto, Director
Eve Murto leads the charge for RoseRyan’s marketing efforts, including PR, social media, integrated campaigns, web marketing, email, lead generation, thought leadership and partner programs.
Before joining RoseRyan in 2011, she put her marketing chops to work for many Silicon Valley startups and mid-sized companies, including stints at Mozilla, CollabNet, Telseon and Questra. Prior to that, she worked three years at Sun Microsystems, with roles in strategy and global programs, and before that nine years at Apple in the USA sales and marketing group. She earned her MBA in finance from the Wharton School at the University of Pennsylvania, where she also earned a MA in International Studies. She has a BA in French from Wellesley and loved her junior year studying in France. She loves skiing, hiking and photography in her spare time.
Tracey Hashiguchi, Head of Emerging Growth
Tracey joined RoseRyan in 2014 and heads up the Emerging Growth Solutions area, which focuses on delivering all areas of finance and accounting that VC-funded companies need to go further, faster. She developed RoseRyan's full stack CFO solution, which provides the tailored mix of outsourced, strategic finance and financial operations and accounting support to fast moving companies as they grow. This dedicated team of savvy consultants helps startups advance and grow using a tech stack of integrated applications and industry-leading best practices. Before joining RoseRyan, Tracey managed the Accelerator program at Deloitte focused in early stage venture-backed portfolio companies, as well as the Silicon Valley and Bay Area Fast 500 Program for fast-growing companies. She worked across functional areas during her tenure at Deloitte in both Audit and Deloitte Consulting – Human Capital and Strategic Relationship Management practices.
Jeremy Adamson
Pro since: 1994
Excels at: Financial planning and analysis, sales finance, SAAS business and modeling, seals analysis, GTM strategy and reporting, decision support, reporting, board reporting, KPI’s, pricing, excel, systems and tools.
Prior gigs: Novell, Cisco, Symantec, McAfee, Intel, Saba, Arctic Wolf, Gritstone Oncology
Motto: "Relationships are the foundation of life and trust is the bedrock that all relationships rest upon."
Nick Agarwal
Pro since: 2005
Excels at: General accounting, monthly close, GAAP financial statements, internal controls, process implementation
Prior gigs: Laversab Inc.
Motto: "Excellence is not a singular act, it is a habit. You are what you repeatedly do." -Aristotle
Susan Alves
Pro since: 1994
Excels at: general accounting, cash management, monthly close, emerging growth companies
Prior gigs: Electroglas, i2 Technologies, various small businesses
Fun fact: Susan loved running the San Francisco Marathon so much she plans to do it again.
Diego Aragon
Pro since: 1994
Excels at: Planning, modeling, budgeting, restructuring, M&A and overall operational accounting
Prior gigs: Percolata, Aruba Networks
Fun fact: Diego is a part of our Boomerang Bunch! He worked with us in 2005 and rejoined in 2018.
Kaitlyn Arsenault
Pro since: 2007
Excels at: Technical accounting, stock compensation, financial statement preparation, consolidations, business combinations
Prior gigs: Friedman LLP
Fun fact/motto: Kaitlyn caught the travel bug in 2004 and has visited over 22 countries since then.
Elizabeth Barclay
Pro since: 1990
Excels at: SEC reporting, SOX compliance, acquisition due diligence, general accounting, A/P and A/R
Prior gigs: Quantum Corporation, Cadence, Maxtor, Jazz Pharmaceuticals, Power Integrations, Symantec
Fun fact: Liz loves to ski, hike, and travel.
Corinne Bolasna
Pro since: 2001
Excels at: solving complex financial problems, systems implementations, process improvements, consolidations, SEC filings, audit prep
Prior gigs: CordeValle, Palo Alto Networks, Granite Construction, Burr, Pilger, & Mayer, various small firms
Fun Fact: She is an amateur pastry chef that loves tickling taste buds with her unique creations
Jacqueline Bray
Pro since: 2013
Excels at: A/P, A/R, general accounting
Prior gigs: Time for Life
Fun fact: Jackie loves white-knuckle theme park rides and has attended a number of F1 races in Europe.
Christina Briscoe
Pro since: 1980
Excels at: accounting services, accounts payable, financial analysis
Prior gigs: HP, Palm, 3Com, Technology Funding
Motto: "A person who never made a mistake, never tried anything new." – Albert Einstein
Mary Castellucci
Pro since: 1994
Excels at: Financial modeling, planning & forecasting, reporting packages, revenue recognition, general accounting, process improvement
Prior gigs: HP, Cisco, Akamai, AppDynamics
Fun Fact: She now has four rescue animals: two dogs and two cats!
Bernice Chang
Pro since: 1999
Excels at: SEC reporting, XBRL, stock-based compensation, financial statements, budget analysis
Prior gigs: Advanced Micro Devices, NeoPhotonics, NetApp, Novellus Systems, Vivus
Motto: It’s important to have fun at work.
Jessica Chau
Pro since: 2016
Excels at: Preparation of month-end closes, general accounting, emerging growth companies
Prior gigs: UC San Diego, San Diego State University, Sagent Management
Fun fact: Jessica has a pet turtle named "Turtle"
Constance Chee
Pro since: 1998
Excels at: General accounting, monthly close, financial and internal audits, local statutory reporting
Prior gigs: Seagate, Motorola Mattel and Dell
Motto: Believe in the law of attraction!
Fanny Cheng
Pro since: 2000
Excels at: Month-end close, intercompany accounting, consolidation, GL
Prior gigs: Power Integrations, Hitachi Data Systems
Fun fact: Fanny loves mountain climbing and traveling.
Donna Cutuli
Pro since: 1986
Excels at: Operations Management, Human Resources, Business Analyst, Auditing, Business Development, Marketing, and Sales
Prior gigs: Deloitte, Crossing Automation, Digital Link, Intevac, GTE, various tech and VC companies
Fun fact: Donna is a former Professional Skier – she has skied over 80 resorts on 3 continents
Kathy Dorsa
Pro since: 1978
Excels at: general accounting, month-end close, audit prep, start-ups
Prior gigs: Arthur Andersen, HydroNovation, OutSystems, Renovis, SuturePro Technologies
Fun fact: Kathy’s on a quest for the perfect par game.
Clarissa Enany Fowler
Pro since: 2002
Excels at: general accounting, monthly close, stock-based compensation, financial reporting
Prior gigs: KPMG, DocuSign
Fun fact: I am a member of the boomerang bunch. I worked at RoseRyan from 2007-2011. I left when I moved to Washington and came back as a remote employee after the birth of my first son in 2015.
Diana Gilbert
Pro since: 1985
Excels at: Technical Accounting, Revenue Recognition, SOX / Internal Controls, Business Systems, Process Improvements
Prior gigs: AcelRx, Broadvision, Electroglas, KPMG, NovaBay, Outset Medical, Primus Power, Vivus, and VNUS Medical
Fun fact: Diana is addicted to volunteering, with work for the Grail Family Services board, City of Sunnyvale Housing and Human Services Commission, the Junior League and in astronomy education.
Julie Gilson
Pro since: 1979
Excels at: SEC reporting, external audit, stock-based compensation accounting, project management
Prior gigs: Bank of America, Logitech, Network Equipment Technologies, PwC, Wells Fargo
Fun fact: Julie danced with Jonathan Roberts of Dancing with the Stars when he was starting his career.
Michelle Hall
Pro since: 1991
Excels at: general accounting, budgeting, forecasting, start-ups
Prior gigs: American Express, Mercury Interactive, Netflix, various public companies
Fun fact: Michelle has competed in eight triathlons and hopes to someday complete a half Iron Man event.
Rita Hayes
Pro since: 1983
Excels at: business development, client management, partnerships
Prior gigs: National Semiconductor, Sharp Microelectronics, various high tech companies
Fun fact: Rita was a foster mom to a German shorthair pointer so smart he became a National Disaster Search Dog.
Joanne Hernandez
Pro since: 1996
Excels at: general accounting, monthly close, GAAP financial statement preparation and review, internal and external audits
Prior gigs: Lucasfilm Ltd, Deloitte, Stella & Dot, Primus Power
Fun fact: Joanne is a San Francisco Giants fan and loves to travel. She once took a year off from work and traveled through Central and South America, New Zealand and Australia.
Michelle Hickam
Pro since: 1989
Excels at: recruiting, talent management, connecting and networking, mentoring, sales and marketing management, business development
Prior gigs: Peopleflex/The Nolan Group
Fun fact: Michelle has an identical twin…and she works at RoseRyan too!
Ellie Howard
Pro since: 2000
Excels at: Accounts payable, accounts receivables
Prior gigs: Atlona, Solyndra, Harmonic
Motto: Dance like nobody is watching, love like you’ll never be hurt, and live like it’s heaven on Earth
April Iraeta
Pro since: 1982
Excels at: financial management, cost accounting, budget & forecasting
Prior gigs: Sub-One Technology, Tosoh SET
Fun fact: April enjoys cooking and reading as well as being a member of the Altamont Cruisers Car Club.
Monique Johnson
Pro since: 2004
Excels at: Identifying, attracting, engaging and retaining top talent.
Prior gigs: Various small and medium companies in Biotech, Investment Banking, FinTech, CPG, Utilities and Financial Services.
Motto: Together Everyone Achieves More
Pierre E. Joudy
Pro since: 2006
Excels at: General accounting, financial statements and reporting, FP&A, system implementations, process improvement
Prior gigs: Alvarez & Marsal, The Siegfried Group, KPMG
Motto: "I've failed over and over and over again in my life and that is why I succeed." – Michael Jordan
Kiru Kamesh
Pro since: 2005
Excels at: Month end process, payroll, general ledger, process improvements, reconciliation
Prior gigs: Wells Fargo, InfoSTEP, KPI Partners
Motto: “Arise, awaken, stop not until the goal is reached.” Work hard and be proud of what you have achieved. Just believe in yourself.
Lauren Kershner
Pro since: 2016
Excels at: marketing, advertising, event management, social media campaigns
Prior gigs: MilPec Insurance Solutions, Toyota
Motto: Make sure what you’re doing today is getting you to where you want to be tomorrow.
Marilyn Kliewer
Pro since: 1989
Excels at: Financial analysis, internal audit, general accounting
Prior gigs: Compaq Computer, Ernst & Young, high-tech companies
Fun fact: Marilyn enjoys volleyball, tennis, swimming, cycling and skiing but lives for the Tower of Terror at Disneyland.
Chris Kondo
Pro since: 1985
Excels at: CFO, planning, analysis, broad business & accounting operations, manufacturing, start-ups
Prior gigs: Arista Networks, Fluidigm, Intel, JDS Uniphase, mSilica, Roku
Motto: What you want is always obvious; what you need is not.
Joe Kontur
Pro since: 1992
Excels at: Financial modeling & analysis, M&A due diligence, merger integration, manufacturing controllership, process improvement
Prior gigs: Lumileds, Panasonic, International Rectifier, Hitachi, Intel, IBM
Fun fact: Enjoys riding his motorcycle in the Santa Cruz Mountains on the weekends.
Nancy Kwok
Pro since: 1996
Excels at: AP, Bank reconciliation, month-end, accounts analysis, system implementation
Prior gigs: Toolworks, Engine Room
Fun fact: Nancy loves food / desserts, music, ghost stories and shopping
Matt Lentzner
Pro since: 2000
Excels at: Mapping business processes to software
Prior gigs: Clorox, Lightbridge
Fun fact: Matt has written several published articles on the physics and biometrics of baseball.
Karie Liu
Pro since: 2005
Excels at: General Accounting, Cash Management, Monthly Close, FP&A, ERP System Implementation, Company Audit, Digital Marketing Performance Analysis
Prior gigs: Playphone, Crowdstar, Machine Zone
Fun fact: My eyes sparkle when there’s food in front of me. I will exercise just because I want to eat more!
Henry Madrid
Pro since: 1979
Excels at: SEC reporting, controllership, technical accounting, project management, IPOs
Prior gigs: Adaptec, Cotherix, DISC, Mercury Interactive, PwC, Xsigo, Zentec, high-tech emerging growth companies
Missy Manriquez
Pro since: 1995
Excels at: Recruiting, talent management
Prior gigs: Deloitte, Avnet, Marshall
Fun fact: Missy loves rap music
Sheila Manzano
Pro since: 1985
Excels at: audit prep, general & cost accounting, SOX, forecasting, budgeting & planning, fulfillment planning & sales operations
Prior gigs: Brocade, Connetics, NetFrame, NVIDIA, Petrinovich, Pugh & Jones, Quantum, biotech companies
Motto: A job worth doing is a job worth doing well!
Tracy Massing
Pro since: 1991
Excels at: Audit support, S-1 preparations, small company management, consolidations, systems upgrades
Prior gigs: Gigamon, RetailNext, Coupons Inc.
Fun fact: Tracy tap dances once a week
Annie Mielke
Pro since: 1990
Excels at: general accounting & reporting, external & internal audit management, project planning, testing & implementation
Prior gigs: Actelion, Deloitte & Touche, Netflix, various public companies
Fun fact: Her adult kickball league made it to the world championships in Las Vegas in 2009.
Jack Mohalley
Pro since: 1974
Excels at: SEC reporting, controllership
Prior gigs: Amarantus Therapeutics, Hyperion Therapeutics, RMS
Fun fact: When not scuba diving in Aruba and other dreamy spots, Jack breeds dogs for Guide Dogs for the Blind.
Toni Nelson
Pro since: 1984
Excels at: Client support and business development
Prior gigs: Deloitte, Accretive Solutions, RGP
Motto: Go forth and conquer!
Danika Neumann
Pro since: 2018
Excels at: Microsoft Excel, Technology, Social Media
Prior gigs: Newland and Company, PC, Management Advisors, LLC
Motto: You are your only limit.
Jaclynn Neumann
Pro since: 1991
Excels at: General Accounting, Financial Statements, Payroll, Cash Management, Budgeting, Monthly Close, and General Ledger. Specializes in hospitality/hotel accounting.
Prior gigs: Management Consultants, Inc. and Management Advisors, LLC
Fun fact: I am an identical twin.
Kevin Owyang
Pro since: 1999
Excels at: creating finance infrastructure, general ledger, budget & forecast prep
Prior gigs: Cemaphore Systems, Codian, PharmacoFore, Sunesis, Symbio, biotech & high-tech emerging growth companies
Motto: Do whatever it takes to finish the job.
Joan Paik
Pro since: 2004
Excels at: stock-based compensation, SEC reporting, technical accounting
Prior gigs: KPMG, Yahoo
Motto: A dream doesn't become reality through magic; it takes sweat, determination and hard work.
Jaana Parkkinen
Pro since: 1996
Excels at: SEC Reporting, Revenue Recognition
Prior gigs: Symantec, Shutterfly, Cloudflare
Fun fact: I like to bake dark sourdough rye bread every week.
Patrick Perigaud
Pro since: 2000
Excels at: SAAS accounting, revenue recognition, reporting, KPIs, FP&A
Prior gigs: Sungrade Solar, Farsight Security
Fun fact: On weekends, Patrick can be found racing sailboats on the San Francisco bay
Gary Potts
Pro since: 1977
Excels at: CFO, planning, analysis, strategy and operations, process improvement
Prior gigs: Service Champions, CFO Consulting, MaxOptix, PwC, Satmetrix
Motto: Follow your heart and believe in yourself!
Shirley Razdoroff
Pro since: 1997
Excels at: General ledger, financial reporting, consolidation, FP&A, coordination of external audits, SOX compliance, and systems implementation
Prior gigs: Otonomy Inc., OptiScan Biomedical Corp., Thoratec Inc., and Cerus Inc.
Fun fact: For 35+ years my team and I still hold our high school track record in the 4x100 relay. GO STHS Vikings!
Barbara Rescino
Pro since: 1985
Excels at: general accounting, monthly/annual close, financial reporting, process improvement
Prior gigs: Intuitive Surgical, SolarCity, Cell Genesys
Motto: "Don’t worry, be happy!" – Bob Marley
Yesha Sanghavi
Pro since: 2010
Excels at: General accounting, monthly close, operations and processes
Prior gigs: Broadcom, SimplyHired, KPI Partners
Motto: What doesn’t kill you makes you stronger
Diana Sayre
Pro since: 1987
Excels at: emerging growth clients, budgeting, financial analysis, multi-year clean-up, audit
Prior gigs: Box.com, Ceterix, Hydronovation, Stratalight Communications, KidZania
Motto: Stay positive and happy. Work hard and don't give up hope. Be open to criticism and keep learning.
Becky Schmal
Pro since: 1991
Excels at: general accounting, monthly close, process improvements, revenue recognition, payroll, system implementations, commissions, management, audit preparation and support, start-ups
Prior gigs: Centrify Corporation, Altera Corporation, Legato Systems (acquired by EMC Software), Boole & Babbage (acquired by BMC Software).
Fun fact: Becky loves building a computer automated haunted house during Halloween. Becky enjoys seeing the smiles on kid’s faces when they complete the tour!
Vineet Singh
Pro since: 1994
Excels at: Private equity, venture capital, real estate, and structured lending businesses; implementing enterprise applications; senior management presentations and communications
Prior gigs: eFront Financial Solutions Inc., Brookfield Asset Management, Canadian Imperial Bank of Commerce
Fun fact: Vineet is an expert-level snowboarder and an accredited coach with USA Hockey
Nancy Summersgill
Pro since: 1995
Excels at: Reconciliations, GAAP rule enforcement, thinking outside of the box
Prior gigs: Cushman & Wakefield, AtHoc, Twilio, Non-profit startups
Motto: Life isn't about waiting for the storm to pass, it is about learning how to dance in the rain.
Su Hooi Thang
Pro since: 2000
Excels at: SOX audit, operational audit, internal control, treasury
Prior gigs: Automotive, Design and Engineering, Technology
Fun fact: I love to have bonding time with my daughter
Felice Tsai
Pro since: 2015
Excels at: Accounts payable, Accounts receivable, reconciliations, banking, payroll support, close support, expenses, accruals, budget, forecast, and basic accounting
Prior gigs: BYTON, Bank of America, Waddell & Reed
Fun fact: Felice loves slime!
Chris Vane
Pro since: 1985
Excels at: sales, relationship building, strategic alliances and partnerships
Prior gigs: Computer Sciences Corp., Lante, MCI
Fun fact: Chris is an active youth soccer and basketball coach.
Sam Vukcevich
Pro since: 1980
Excels at: FP&A, cost accounting, operations finance
Prior gigs: 3Com, Lucent, AMD, PwC
Fun fact: I was born in the U.S., but did not speak English when I started school.
Kelley Wall
Pro since: 1995
Excels at: Technical accounting, M&A and SEC reporting
Prior gigs: Trimble, Harmonic, Alexa Pharmaceuticals, Oxford Semiconductor
Fun fact: Winner of IASB International Accounting Haiku Competition
Michele Ward
Pro since: 1998
Excels at: AP, AR, General Accounting, Reconciliations, Management
Prior gigs: Owner Celtic Bookkeeping; Cal State 9 Credit Union
Fun fact: Enjoys interior design, and refurbishing and repurposing vintage furniture
Martha Watts
Pro since: 1999
Excels at: General accounting, monthly close, cash management, AP, AR
Prior gigs: Crescent Jewelers, George's Jewelers, Mica Microwave
Motto: The meaning of life is to fill life with meaning.
Sandy White
Pro since: 1979
Excels at: fixed assets, XBRL, corporate treasury
Prior gigs: Fairchild Semiconductor, NetApp, Sun Microsystems
Fun fact: Sandy is so passionate about hula and Tahitian dance that she dances four times a week and studies Hawaiian culture and language.
Colleen H. Wilson
Pro since: 2006
Excels at: Sales, customer acquisition/retention
Prior gigs: American Express
Motto: "If you're not early, you're late"
Sadie Yeater
Pro since: 2017
Excels at: General accounting, organization, communication
Prior gigs: La Cocina, Hawaii Pacific Health, Kapiolani Medical Center for Women & Children
Fun fact: Sadie loves snowboarding, hiking, camping and shopping!
Suzanne Yost
Pro since: 1990
Excels at: Financial planning and analysis, revenue recognition, general operational accounting
Prior gigs: Genomic Health, Teros, Caliper, Great America
Fun fact: Suzanne loves winter sports. Her favorites are figure skating, hockey and snow skiing.
Lori Young
Pro since: 1983
Excels at: Month-end close, multiyear cleanup, audit prep, process improvement, internal controls, startups to medium-sized companies
Prior gigs: GTS Properties, HJ Heinz, PwC, Regency Lighting, Silverback Systems, TravelPost
Fun fact: Lori is CEO and founder of Hearts in Need, a nonprofit that distributes backpacks to children in poor nations.
Sophie Yu
Pro since: 1996
Excels at: SEC reporting, technical accounting, revenue recognition, consolidation, SOX
Prior gigs: Ernst & Young, Lytro, NeoPhotonics, NetApp, PDF Solutions
Motto: Work hard, play hard.
Pat Yue
Pro since: 1985
Excels at: day-to-day accounting such as A/P, A/R, payroll, month-end close
Prior gigs: Portola Pharmaceuticals, Quantum, Sellpoint, Xsigo, high-tech emerging growth & biotech companies
Motto: Never leave until the job is done.
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fax: (510) 456-3063
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