Meet the team

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The leadership team

Meet our mentors and marketing pros, 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 consulting experts and keep our clients happy. We’ve worked at every size company – including fast-growing startups and Fortune 100 companies – and many of us have Big 4 experience. Add it all up, and we have the kind of broad, deep experience 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, President


As president 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!

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.)

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.

Fred Ehle, Vice President


Pro Since: 1988

Excels at: Brand strategy, marketing communications, innovation, brand activation

Prior Gigs: Jockey International, redbox, McDonald's, PulteGroup

Fun Fact: My wife, daughter and I co-own an NFL franchise.

Meet the dream team

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

Teresa Ali

Pro since: 1996

Excels at: Full cycle accounting, financial statement preparation, systems implementation, develop and improve processes, manage company documentation, communication and transparency

Prior gigs: Cypherpath, Inc, Clean Solar, Inc, BroadLogic Corporation, SunPower, Inc. Space System/Loral

Fun Facts: Teresa enjoys trying out recipes from around the world, travelling with her family, and has a daily goal of 11,000 steps/day.

Mo Ali

Pro since: 2006

Excels at: SEC Reporting, revenue recognition, leases, business combination, financial due diligence, and process improvement

Prior Gigs: EY, PWC, HCentive, MindTickle, Redaptive, Realterm

Fun Fact: Enjoys playing cricket, tennis, and golf.

Cindi Allrich

Pro since: 1993

Excels at: SEC reporting, process improvement, project management, SOX/internal controls, audit, general accounting, cost accounting, budgeting/forecasting

Prior gigs: Deloitte, PwC, KPMG, GE, Dresser, Ingersoll-Rand, Bobcat, Daseke / E.W.Wiley, Flowserve, Oncor Electric Delivery

Fun Fact: Cindi enjoys cycling and has cycled across the USA.

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.

Elizabeth Barclay

Pro since: 1990

Excels at: SEC reporting, general accounting management, merger integration, process improvement and SOX compliance

Prior gigs: Palo Alto Networks, WageWorks, IMVU, Netflix, Power Integrations

Fun Fact: Elizabeth enjoys hiking, tennis, skiing, and traveling to tropical locations.

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.

Robert Bridges

Pro since: 2013

Excels at: Auditing and audit readiness, general accounting, FP&A, process improvement, project management, monthly close, emerging growth companies

Prior gigs: Deloitte

Fun Fact: Robert has a passion for traveling and has traveled to 32 of the 50 states,  internationally to 25 different countries across five continents.

Chris Campbell

Pro since: 2001

Excels at: Financial reporting (SEC and AICPA), SOX compliance, technical accounting, audit preparation, general accounting, process improvement

Prior Gigs: PwC LLP, KPMG LLP, Moss Adams LLP, UCSF Medical Center, Stanford Medicine, Revel Systems

Fun Fact: I live in San Francisco, but fiercely loyal to Los Angeles sports teams (Dodgers, Rams, Lakers, Kings, and USC Trojans)

Jennifer Carino

Pro since: 2001

Excels at: Revenue recognition, financial planning & analysis, process improvement

Prior gigs: EMC, Cadence, TiVo, Roku

Fun Facts: Jennifer loves traveling, baking, music, and board games.

Ariel Castillo

Excels at: General Accounting Procedures, Financial Reporting and Analysis, Month End Close Process, Revenue Recognition, Cash Flow Forecasting and Management, Merger & Acquisition, Due Diligence and Financial Auditing Management

Prior Gigs: ShiftRX Partners LLC, Intraprise Health LLC, BluePrint Healthcare IT, Schulman, Wolfson Abruzzo LLP

Fun Fact: Enjoys ATV riding with family and friends.

Sanjit Chadha

Pro for: 1993

Excels at: Human resources, operations management, project management

Prior gigs: Lam Research, NUMMI, Cambrian School District 

Fun Facts: Sanjit enjoys the outdoors, hiking, tennis, golf, long as she is moving!

Wai Chan

Pro since: 2000

Excels at: Overall operation management including People, Finance and Risk, FP&A, financial controlling, SOX 404 control management, finance transformation, process improvement and outsourcing, project management, corporate governance, system implementation, manufacturing controllership

Prior gigs: Nvidia, Cisco systems, UBS

Fun Fact:  Wai likes to chill when she is not working.

Brenda Chando

Pro since: 2002

Excels at: SOX Compliance, Internal Audit, Process Improvement

Prior Gigs: Warner Chilcott, AT&T, EY

Fun Fact: Brenda enjoys exercising to start the day and her favorite place is the beach.

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.

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!

April Cheung

Pro since: 2000

Excels at: General accounting, month end close, SOX, SEC reporting, process improvement, report automation

Prior gigs: Twitter, Alpha & Omega, Covid Communications, Accretive Solutions

Fun Fact:  Loves bowling; the proudest moment was in a doubles bowling tournament getting 8 strikes in a row and silencing the audience. I ended up having a score of 288 for this game and won the championship with my partner.


Kasey Collura

Pro since: 2004

Excels at: Technical Accounting, SEC Reporting, Revenue Recognition, Leases, General Accounting, Process Improvements

Prior gigs: Verizon, NTT America, Zayo, Lumen (Level 3/Global Crossing), KPMG

Fun fact: Kasey travels to different states and countries to see her favorite band. You could say she's a bit of a groupie.

Laura DenHaan

Pro since: 1988

Excels at: Revenue recognition, financial planning and analysis, process improvement, policies, and procedures

Prior gigs: Yahoo, Clorox, OSISoft, high-tech emerging growth companies

Fun Facts: Laura is passionate about traveling, skiing, and attending concerts and shows. She also enjoys cooking plant-based dishes, learning Spanish and fostering kittens.

Maggie Dick

Pro since: 1995

Excels at: Project management, operational readiness & transition, resource planning, risk management & mitigation, agile/lean process improvement

Prior gigs: The State of Texas, Colorado Coalition for the Homeless, Scripps Health, Asante Health, Dignity Health, Denver Health, The Children’s Hospital, Quark Software

Fun Fact:  Maggie enjoys paddleboarding, pickleball, hiking, yoga or just riding around on her moped.

Karina Ferrara

Pro Since: 2012

Excels at: Accounting Manager Sox, Audit Manager, CFO, Financial Analysts, CPA, SEC Reporting

Prior Gigs: Hyundai, Bank of America, SeaSpine, Edwards Lifesciences

Fun Fact: Enjoy traveling and experiencing different cultures. Currently learning Spanish and Italian and plan on being fluent by 2024.

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.

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.

Linda Hedges

Pro Since:  1993

Excels at:  Full-Cycle General Accounting Including Accounts Payable, Accounts Receivable, Bank account reconciliations, General Ledger Reconciliation and month-end closing.  Financial report preparation

Prior gigs:  Schmitt & Associates, High Altitude Accounting, PartPoint, Oppenheimer Management Corporation

Fun Fact:  She now has one 100 pound dog:  German Shepard/Malamute named Kodiak.

Michael Hoffman

Pro since: 1978

Excels at: Business combinations, consolidations (and equity method of accounting), including accounting for variable interest entities.

Prior Gigs: RSM and Arthur Andersen.

Fun Fact: Enjoys spending time at family lake home in northern Wisconsin.

Lana Hosmer

Pro since: 2016

Excels at: Full cycle accounting, month end close, daily data entries of Accounts Payables and Accounts Receivables, auditing, financial reporting. International transactions. Implementation of time efficiency within accounting duties.

Prior gigs: General Atomics Aerospace division, LPL Financial, General Dynamics NASSCO, J Public Relations

Fun Fact: I enjoy reading, traveling, and history.

Angus Hsu

Pro Since: 2007

Excels At: Financial Modeling, Forecasting & Planning, Revenue Accounting, Sales Commissions, Merger & Integration

Prior Gigs: Wells Fargo, Thermo Fisher Scientific, Gilead Sciences, Medtronic

Fun Fact: He is proud to have maintained strength and speed for over 20 years in all of his athletic pursuits.

Greg Hyndman

Pro since: 1994

Excels at: Revenue recognition, General accounting, Process improvement, Finance business partnering, Financial and accounting support to the business side of the company (not sure how to say this - basically good at being the point person for anything accounting/finance for a business unit)

Prior gigs: Visa, Uber, AECOM, Univision, HeartFlow

Fun fact: I love running - unfortunately my three rescue dogs are terrible running partners and run in three different directions.


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.

Pankaj Jalan

Pro since: 2003

Excels at: IT Controls, SOX Implementation, Business Transformation Assessment, Control Design, Segregation of Duties

Prior Gigs: Deloitte, PepsiCo

Fun Fact: Badminton, Music, Spending time with family

Eden Jones

Pro since: 2000

Excels at: Peering around corners to find additional business opportunities, scenario modeling, strategic forecasting, KPI development, financial analysis, executive communications

Prior gigs: Fox Broadcasting, The Family Channel, Aratas Winery, Atlantic Shores Co-Op

Fun Fact: Eden was a competitive gymnast until she, quite literally, grew out of it. She is currently 5'9.5" and can still turn a pretty good cartwheel.

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

Zohra Kajani

Pro since: 2010

Excels at: Operations Management, Human Resources, Business Development, Project

Management, Policy Development, Communication, Process Improvement

Prior gigs: CVS Pharmacy, In Home Music Teachers, LLC, John K. Zaid & Associates Management, PLLC

Fun Fact: Zohra loves spending time with her family and pets. She also enjoys traveling, reading, painting, yoga and learning new recipes.

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.

Sharon Knestrick

Pro Since: 1980

Excels at: Training staff, full-cycle accounting, financial statements, budgets, accounting system analysis, system implementation

Prior gigs: Humboldt Spirit, Inc., Robertson Stephens, St. Patrick’s Seminary, Valley Christian School of Dublin, Doyen Sebesta, WN Foods, Isolation Networks, Fitness Anywhere aka TRX

Fun fact: My grandson has been teaching me how to play soccer. I go to all his soccer games and have been surprised to have become a soccer grandma.

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.

Dana Krzyston

Pro since: 1987

Excels at: Comprehensive financial accounting, financial statement preparation and financial reporting, analysis, budgeting, forecasting and modeling. M&A due diligence and private equity financings, IPO and SEC reporting, systems evaluation and implementation, process improvement. Financial presentations to BOD, VC’s and IPO road show. Cash management / treasury, general and health insurance. CPA.

Prior gigs: PWC, Pyxis/CareFusion, Mpex Pharmaceuticals, Tensys Medical, Nanogen, EnergySource

Fun fact: Enjoys traveling and has traveled extensively through Europe. Also enjoys traveling to tropical locations on a frequent basis.

Eric Lattin

Pro since: 2009

Excels at: General accounting, balance sheet reconciliations, financial statement preparation, financial reporting and analysis, payroll administration

Prior Gigs: TimeZoneOne, BTC Media, Dressember Foundation, Nisolo, Not For Sale, Invisible Children

Fun Fact: I am a singer-songwriter in my free time and absolutely love to create music! I also enjoy reading poetry, nothing like a Saturday morning on the balcony with coffee and a good poetry book.

Jake Linville

Pro since: 2007

Excels at: Controllership, Treasury, Process Improvement & Development, ERP Implementation & Integration, External Audit Support, Financial Planning & Analysis

Prior Gigs: KPMG, McGee, Hearne & Paiz, Animal Health International, Sound Physicians, Canadian Tire, Investco, Local Bounti

Fun Fact: I am fluent in written and spoken Spanish and love the game of basketball.

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!

Cheri Masi

Pro since: 1990

Excels at: Financial close and system implementations. Clean up.

Prior gigs:  Aimmune, Opa Restaurant Group, North Coast Medical

Fun fact:  I opened a pizzeria in Austin TX in January of 2022!

Oli Mili

Pro since: 2013

Excels at: Lease accounting(ASC 842), software capitalization accounting, general accounting, financial statement preparation, external auditing

Prior Gigs: Deloitte (from 2013 until 2021)

Fun Fact: I recently started running as new hobby, The longest run I did so far is 15KM
(9.3 miles).

Tikkitra Mizell

Pro since: 2006

Excels at: Controllership, general accounting, financial planning and modelling, revenue recognition, process improvement, and implementation

Prior gigs: Tyco, Office Depot, Charter Schools USA, Tarsus Inc

Fun Fact: Loves to travel. The next goal is Japan.

Theresa Monea

Pro since: 2011

Excels at: General accounting, controllership, healthcare insurance, process improvement, financial statement preparation

Prior gigs: Optalis Healthcare, HCR ManorCare

Fun Fact: Theresa competes in ballroom and swing dancing multi-state events.

Danika Neumann

Pro since:  2018

Excels at: Marketing, Project Management, Software Systems

Prior gigs: Bizinta, Newland and Company PC, Management Advisors LLC

Fun Fact: I love camping, hiking, hunting & fishing.

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.

Leslie Nieh

Pro since: 1994

Excels at: General / Operational Accounting, Month-end Close, Process Improvements, SOX Compliance

Prior gigs: Dermira, mBlox, Affymax

Fun Fact: Leslie enjoys traveling to warm and tropical places where she can scuba dive.

Suzanne Nomura

Pro for: 2019

Excels at: Bank reconciliation, A/P, A/R, preparation of month-end closes, general accounting, emerging growth companies, inventory and procurement ERP system implementation  resources, material management/procurement 

Prior gigs: MRT, Eksigent, Alloptic  

Fun Facts: Suzanne has taught her cats how to sit and give her their paw. 

Mark Olswing

Pro since: 2000

Excels at: RGL Clean-up, full cycle accounting, monthly close, financial statement preparation, start-ups and early-stage companies, setting up a business's accounting infrastructure, HR and payroll

Prior gigs: Kissmetrics, 6Waves Lolapps, UCSF, Xoom

Fun Facts: Mark is a wine enthusiast who collects wine and is trained in evaluating a wine's style, quality and taste.

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.

Brenda Palmer

Pro since: 1987

Excels at: Financial reporting and analysis, budgeting, general accounting, process improvement

Prior gigs: State of Maine, Process Energy, Avangrid, Spectrum Generations, Arizona State Retirement System, Seacoast Management

Fun Fact: Brenda enjoys hiking in the Maine woods with her husband and rescue dog.

Dan Pannone

Pro for: 2009

Excels at: Budgeting & Forecasting, FP&A, Project Management, Financial Systems, Financial Modeling 

Prior gigs:, Charter Communications, iQor, Comcast, ECMC, First Merchants Bank

Fun Facts: Dan has been playing the guitar and piano for the past 20 years!

Vivian Papagiannis

Pro since: 1991

Excels at: Acquisition integration, process improvement, revenue recognition, management, operational accounting

Prior gigs: Dell, SonicWALL, Symantec, Fortinet, Etana Custody

Fun Facts: Vivian loves baking to relieve stress. She also loves the outdoors and her favorite past times are hiking and snowboarding.

Anthony Paras

Pro since: 1982

Excels at: Financial statement preparation, general accounting, reconciliations, operational accounting, process improvement

Prior gigs: Kranz Consulting, Keating Consulting, Vasona Networks Inc., Silicon Valley Finance Group

Motto: "To advise is not to compel."

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.

Binta Patel

Pro since: 1988

Excels at: Business development, Client development, Problem-solving

Prior gigs: PwC, Sun Microsystems, Accretive Solutions, RGP

Fun Facts: Binta loves to be up pre-sunrise to see, fill up and energize with the sun rising!

Grace Perez

Pro since: 2009

Excels at: General accounting, accounting management, payroll management, GL, financial analysis and reconciliation

Prior gigs: DocuSign, Remitly, business and accounting consultant for small local businesses

Fun Fact: Grace's creative outlet is cooking. She has auditioned for "The Next Food Network Star", teaches cooking classes, and sells traditional Filipino desserts.

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!

Stacy Powers

Pro Since: 1995

Excels at: General Accounting, Financial Reporting, Fixed Asset & Depreciation Reconciliation, GL Reconciliation, Payroll/PEO Service, BioScience Inventories

Prior Gigs: FeatherShark, Elasticity, Powers-Leavitt Insurance Agency, Assured Partners, Auragent BioScience, Tower Groves, North Newstead, Sync Payments, Commerce Creative

Fun Fact: I have a green thumb despite living in the desert. Gardening is my passion! I also love to cycle and donate my time to shelter dogs in AZ!


Gene Ramirez

Pro since: 1995

Excels at:  M&A advisory and diligence, merger integration, strategic planning, budget analysis, forecasting, tax compliance, risk management, investor relations, capital raising, and process improvement

Prior gigs:  Bank of America, Robertson Stephens, Eleusis, Vitalz, Davincian Technologies, Morgan Joseph TriArtisan

Fun fact:  Enjoys working out at various boot camps during the week and weekend so he can keep up with his kids.

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

Reagan Sakai

Pro since: 1999

Excels at: Preparing emerging companies for upcoming fundraising activities, closing the loop between financial planning and managing the company, early-to-late stage private companies

Prior gigs: 2 public companies (including an IPO). 6 private companies in a variety of industries

Fun Fact: Reagan was born and raised in Hawaii and has served as a senior financial executive in Boulder, Austin, Orange County, west LA, and San Diego.

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!

Shehla Syed

Pro Since: 2012

Excels at: General accounting, nonprofit accounting, budgeting and forecasting, variance analysis, ad hoc reporting, process improvement, software migration and app integration

Prior gigs: Bay Landing Tax & Consulting, Kimberly Perry CPA, Shehla Syed CPA

Fun Fact: Loves growing vegetables and watching anime with her kids.

Tracy Thames

Pro for: 1990

Excels at: SOX, Process Improvement, Project Management

Prior gigs: EY, Guidewire Software Inc., Informatica, various public companies

Fun Facts: Proud member of the boomerang club. Was at RoseRyan from 2008 - 2014.

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

David Thatcher

Pro since: 1978

Excels at: strategic thinking (finance, operations, marketing etc), strategic transactions (m&a and various forms of funding), structuring and negotiating various contracts, and resolving complex and technical accounting issues

Prior gigs: Evolute, Syncronex, Critical Path, Geoworks, Diba, McKinley Cos, Peregrine Systems, Pacific, Data Products and Price Waterhouse (before it was PwC)

Fun facts: obsessed with fly fishing (Alaska, western US and Mexico), love the outdoors and, of course, love my family, including two mongrel kids.


Lyndon Thompson

Pro since: 1999

Excels at: General accounting, financial reporting, reconciliations, financial analysis, accounting systems and implementation

Prior gigs: Kiplinger Washington Editors, KPMG/Barents Group, Pleasant Valley Business Solutions and Network Access Solutions

Fun Fact: Lyndon enjoys golf, science, and Sci-fi movies.

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.

Monique Wallace

Pro since: 2000

Excels at: General Accounting, Budgets & Forecasting, Financial Analysis & Reporting, Process Improvement, Development and Implementation, Contracts, Revenue Accounting, Accounts Receivable management and compliance, ERP setup & implementation, Financial Statement preparation and Project based Cost Accounting

Prior Gigs: C.C. Myers, Inc., PG&E, Magnus Pacific Corp, Gas Transmission Systems and Coldwell Solar, Inc.

Fun Fact: I love spending time outdoors, cooking and studying Neuroscience & Quantum Physics.

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.

Katsue Watts

Pro since: 2000

Excels at: General Accounting, Month-end Closing (included Consolidation), Financial Reporting, Multiple Taxes, Revenue Recognition, Lease Accounting, Internal Control SOX 404, NetSuite System Implementation

Prior gigs:, NetEnrich, Japan-based a start-up Geo Technical Construction company, a Food Manufacture OEM Company and a High-Tech company

Fun Facts: Katsue loves horror stories and supernatural phenomena.

Chris Weals

Pro since: 2000

Excels at: General accounting management, payroll, budgeting and forecasting, cash flow management, process improvement, system implementation, department development, project management.

Prior Gigs: SpinLaunch, Robert Half, Harris, Esri, Frontier Homes, Advatech Pacific, Arrowhead Credit Union

Fun fact: Enjoys travel and adventure, surfing, pickle ball, and philosophical conversations.

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

Ellen Wieman

Pro since: 2009

Excels at: Full-cycle accounting, financial statements preparation, budgeting and forecasting, cash flow management, process improvement, systems implementation, procurement, staff training, operations management, project management ad hoc reporting, audit preparation and support, start-ups and emerging growth companies

Prior Gigs: FemtoDx, SpinLaunch, Jamie Baker & Company

Fun Fact: Ellen travels and reads extensively, and will be performing with her choir at Carnegie Hall for the second time this June.

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"

Katie Yazbeck

Pro since: 2002

Excels at: Technical accounting, SEC Reporting, M&A, IPO

Prior gigs: RSM, Clean Harbors, GoPro, SanDisk, PwC

Fun Facts: Katie loves to hike and cook and has 2 boys and a morkie.

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.

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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