Listee Features — Finance


Holding considerable expertise in financial reporting and performance standards; project, records, facilities and risk management; policy and procedures; process improvement and staffing support; strategic consulting and revenue cycles; and transportation services, Tonja Smith, MBA, was inspired to pursue a career in health care by her cousin, who has autism and intermittent explosive disorder. Earning a Bachelor of Science in business administration from Morris Brown College and a Master of Business Administration from the Keller Graduate School of Management at DeVry University, she embarked on her career as a business office manager with Emory Healthcare in 2004. She then became the business manager for DeKalb Surgical Associates and the DeKalb Medical Center from 2006 to 2007 and the senior financial analyst

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Michelle Partin has excelled as a payroll specialist at Ameribridge Inc., a company that manufactures and refurbishes passenger boarding bridges for airplanes, since 2019. Her primary duties include processing time sheets and payroll for field technicians and shop employees, which she does through their professional employer organization, Nextep, to ensure that paychecks go out on the appropriate two-week schedule. Prior to her work with Ameribridge, she found success with Indiana Automotive Fasteners, Inc. in Greenfield, Indiana. Indiana Automotive Fasteners is a Japanese owned company and is the main supplier for Toyota. During her tenure, Ms. Partin was responsible for handling the receivables from Toyota, which involved posting payments of 9 to 10 million dollars on a monthly basis. Alongside her

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Karen West


Karen E. West celebrates nearly five decades of trailblazing work in the financial services industry, including becoming the first female vice president of the Vanguard Group. Ms. West began her career in 1966, when she completed an Associate of Arts in accounting and business administration at Goldey-Beacom University. As she was preparing to graduate, she told an adviser that she found the field boring and no longer wanted to pursue it. After being asked if she enjoyed any aspect of it at all, Ms. West realized that she was drawn to the investment industry, and decided to focus her efforts exclusively on building a career in investment. Ms. West began her professional career with Sears Roebuck’s acceptance department, working as

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Katharine Needham


Since 2008, Katharine “Kit” Needham has been the director and entrepreneur-in-residence at the Swartz Center for Entrepreneurship at Carnegie Mellon University, where she oversees a series of innovative classes and programs designed to provide innovators and entrepreneurs with the skills, tools, and connections they need to build their businesses and thrive. She is the assistant dean of for the Entrepreneurship Initiative and director of Project Olympus, the Swartz Center’s business incubator and one of its largest programs, offering would-be business owners coaching, consulting, and a roadmap to incorporation. With five decades of expertise in the banking and financial industries and a natural talent for developing ideas and finding new ways to do things, Ms. Needham has also operated Needham Consulting,

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Chelsea Williams


Chelsea Marie Williams is the founder and chief financial architect of Core Solutions Group, Inc., a specialized accounting and bookkeeping firm created to tailor to the unique financial needs of attorneys and legal practices. Based in Bloomington, Illinois, Core Solutions Group, Inc., has counted clients from across the United States since its inception in 2017, and is dedicated to creating a broad range of bookkeeping and compliance solutions for firms of all sizes, from full-service accounting to designing customized software solutions for firms on a budget. Her journey into the financial industry began as a high school student: at the time, career and guidance counselors advised students to enter healthcare fields, as the influx of aging Baby Boomers would create

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Yvonne Webb


Yvonne Marie Webb is a career financial executive and the former vice president of human resources compliance and enterprise risk management for Kaiser Permanente. A gifted student, Ms. Webb’s business aspirations were inspired by her father, a foreman for General Motors and a professional musician who she remembers “was always working two jobs.” His versatility and work ethic made an impression on the young Ms. Webb, who began working in the finance department of General Motors during her summer vacations as an accounting student at Bowling Green State University. She completed her Bachelor of Science in accounting in 1976 and continued her education at the University of Michigan, where she earned a Master of Business Administration in 1978. Ms. Webb

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Julia Harrianan


Julia Harrianan is the vice president of RTI Shelving Systems, a company specializing in complex custom shelving and storage projects for clients from libraries to high-end retailers. She and her husband took over RTI Shelving Systems in 2001 after her husband, a master shelving installer, was unfairly compensated for a major project. Ms. Harrianan recalls him “ripping up the check and starting over from scratch” to build his own independent shelving company, JMB Steel. At the time, they had few clients and no employees, and Ms. Harrianan took time off from her own position with Cosmetic Concepts to help her husband develop the company. As the company grew, Ms. Harrianan was able to hire more contractors and they begin manufacturing

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Laurie Ann Kaufmann is the executive vice president and chief financial officer at the First Security Bank of Nevada, where she has been responsible for overseeing the bank’s financial records since 2014. Ms. Kaufmann began her career in finance in 1982, when she completed a Bachelor of Science in accounting at Millikin University. A lifelong pianist, she had initially planned to major in music but realized after her first music theory class that she felt outpaced by many of the other students and decided to change her major to accounting. Naturally analytical and a strong mathematics student, Ms. Kaufmann found accounting to be a perfect fit and enjoyed the challenge of managing and balancing complex sets of data. She made

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Joni Redick-Yundt


Joni B. Redick-Yundt is an author, coach, entrepreneur, and financial specialist with WestPac Wealth Partners celebrating more than 30 years of success helping others plan for their dreams and find the resources to achieve them. Born and raised in an economically disadvantaged area in the Philippines, Ms. Redick-Yundt moved to the United States with her family as a teen, and attributes her drive to the lessons she learned from her humble beginnings. She holds a degree in accounting from the University of Hawaii, and earned her nursing certification at Kapiolani Community College. Before entering the financial services industry, Ms. Redick-Yundt spent 20 years as an emergency room nurse and Mary Kay consultant, breaking area sales records and directing a team

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Diana Bowar


Diana Hahnemann Bowar is a senior mortgage adviser at 1st Security Bank, where she has spent the last three years empowering clients to navigate each step of the home financing process. With more than two decades of experience in financial services with an emphasis on lending and financial planning, Ms. Bowar is dedicated to helping redefine what a mortgage can look like. Her motto is “building clients for life,” and her work involves starting each loan from referral and going past closing to include client education and support in planning for the future. An alumni of the University of Washington, Ms. Bowar completed a bachelor’s degree in economics and political science before beginning her career. While she has found success

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