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, Chair

As Chair, Kathy guides the overall mission, strategy, direction and investment decisions of RoseRyan, which she co-founded in 1993. 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. Today it has over 100 professionals and has won a number of regional and national awards. She guided the firm for 26 years before naming David Roberson as chief executive in 2020 to take the finance and accounting consulting firm even further, into a new era of growth.

Kathy has been recognized as a thought leader, innovator and strategist, building upon her extensive CEO and CFO experience (having worked with more than 50 Silicon Valley startups). She created an innovative business model for RoseRyan, with flexible work arrangements coupled with a highly supportive, values-based culture. She spawned new companies as opportunities arose, including Bizinta, our practice management software subsidiary for professional services firms. In 2019 Kathy and team formed another consulting firm, Kukuza Associates, which specializes in cannabis accounting and finance, to help companies professionalize their finance functions.

Kathy was director of finance at Quantum and tax manager at Price Waterhouse before starting RoseRyan with a colleague, Sue Macias.

Industry and regional publications have frequently turned to Kathy for her leadership insights. San Francisco Business Times named Kathy as an influential woman in Bay Area business in 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.

David Roberson, CEO

As CEO of RoseRyan, David Roberson leads the day to day business and builds upon the firm's established reputation for taking companies further, faster. He joined RoseRyan in late 2018 as a member of the executive team and managed key areas of the firm. In 2018, David led the large team engagement that provided transitional services for the Symantec-DigiCert divestiture. RoseRyan Founder and Chair Kathy Ryan named David to the CEO post in January 2020 to champion RoseRyan into the next era of growth.

Prior to joining RoseRyan, David spent six 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 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. He is currently chairman of the board of Push Technology, a global API management company.

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.

Sheila Manzano, Controller

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!

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.

Maureen Ryan, Vice President

Maureen Ryan knows business from all the angles. Her career has been a 20+ year journey through positions in engineering, sales, marketing, operations and, with RoseRyan, the glamorous world of finance.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.

Cody Strub, Vice President

Cody Strub joined RoseRyan in 2020 as VP of Sales to lead our ace business development team in helping clients relieve their pain points with the right mix of finance and accounting solutions. Focusing on the San Francisco Bay Area, he and the team work with hundreds of companies at all stages of growth. He has over 20 years of experience as a business development pro, extensive experience with tech companies, and started his career with a major accounting firm.

Before joining RoseRyan, Cody was VP of sales at Tax Prodigy, which arms accounting teams with ASC 740/Provision software. Cody was in charge of Sales and Marketing efforts at Tax Prodigy. Previously, he spent 14 years at Vertex as a regional sales manager and senior sales manager, selling enterprise-level software and consulting services to fortune 500 companies. His career began at Arthur Andersen in the tax technology division.

Cody holds a BS in administration/management information systems from the University of Iowa. (Fun fact: Cody wrestled for the Hawkeyes.) He resides with his family in the East Bay, where he is president of the Oakland Girls Softball League and assistant wrestling coach at Skyline High School.

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.

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

Meet the dream team

Here’s a brief introduction to the RoseRyan dream team. Click on their names to learn more about them.

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.

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.

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.

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.

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

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

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

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!

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: FP&A, month end close, contract negotiation, revenue recognition

Prior gigs: Yahoo!, Morgan Stanley, Hill+Knowlton

Motto: Safety third - what could possibly go wrong?

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

Ken Roberts

Pro since: 1997

Excels at: SOX compliance, internal audit, financial reporting, financial analysis, accounting systems and implementation
Prior gigs: RGP, Ernst & Young

Fun Facts: Ken attended San Diego State University

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!

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

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.

Vicki Velez

Pro since: 1992

Excels at: Controllership, Emerging Growth companies, Process Improvement, Special projects (cross functional, cleanup, new implementations), accounting management

Prior gigs: Yahoo, National Semiconductor, Apple, Main Hurdman CPA's

Fun Facts: Avid tennis player, Die hard 49er Fan, Passionate soccer fan & ex coach, lived in Hong Kong for 2 years, I hate commuting but the silver lining is it affords me the opportunity to listen to another great audio book!

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.

Jennifer White

Pro since: 1993

Excels at: Process improvement and corporate accounting

Prior gigs: Applied Materials, Plantronics, Looker and Extreme Networks

Fun Facts: Jennifer was in Sunset magazine numerous times as a kid

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.

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.

Let’s Talk

Drop us a note in the form and one of our experts will set up a time to discuss the ways RoseRyan can help your business go further, faster.

tel: (510) 456-3056
fax: (510) 456-3063

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