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Listee Features — Finance

Natasha Daniels

NATASHA DANIELS

Holding considerable expertise in client services and operations in health care, Natasha Daniels began her professional path by earning a Bachelor of Science in business administration, with an emphasis in accounting and a minor in business law, from California Polytechnic State University in 1992. That same year she joined the Los Angeles County Department of Health Services as a level three accounting officer, a role she held until 2002. In 2002, she joined USCB, Inc. as the assistant vice president, rising to vice president of Northern California operations in 2006. In 2021, Ms. Daniels achieved the position of senior vice president of client services, where her duties include overseeing client relations, onboarding new clients, and monitoring their basic day-to-day operations.

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CHRISTIANE S. TOMASI

Born in Lebanon, Christiane S. Tomasi was brought to the United States by her parents at 8 years old, because they wanted the American dream for their children. Putting herself through school, she first earned a Bachelor of Science in accounting from California State University, Northridge in 1981. She went on to complete coursework at the Paris Institute of Comparative Law in France through the University of San Diego in 1990 and achieved a Master of Business in taxation from University of Southern California in 1991. She began her career in accounting and tax in 1994 from a home office. During this time, she took interest in the stock market and invested some of her own money in mutual funds.

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ANU AIYENGAR

Coming to the United States from India when she was 16 years old, Anu Aiyengar first earned a Bachelor of Arts in economics and computer science from Smith College in 1991. From there, she began her career with American Express, serving as a manager from 1993 to 1997, and continued her studies at Vanderbilt University. In 1999, she graduated with a Master of Business Administration in finance and joined JPMorgan Chase & Co. as a managing director. Cultivating significant expertise in mergers and acquisitions, she rose to be become the head of mergers and acquisitions in 2015. Since 2010, Ms. Aiyengar has excelled as the co-head of global mergers and acquisitions for JPMorgan Chase & Co. In her current role

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Bryn Ramjoue

BRYN F. RAMJOUE

Bryn F. Ramjoue was inspired to a career in marketing by her late father, Elton Frazier, who she describes as an “old-fashioned PR guy.” Deciding to follow in her father’s footsteps, she began her career after earning a Bachelor of Arts from the University of Utah in 1986. In 1990, she joined AT&T Wireless, rising through the ranks to become the national advertising manager before she left the company in 2003. During this time, Ms. Ramjoue furthered her education at Antioch University Seattle, where she earned a Master of Science in 1998. Holding considerable expertise in marketing, Ms. Ramjoue has accomplished much over the course of her career. Throughout her tenure with AT&T, she was closely involved in the major

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JOAN HERRON SAN LWIN

Holding considerable expertise in designing automated financial systems, Joan Herron San Lwin was drawn to accounting as a result of her logical nature and her fascination with the scientific precision that went into the field. First completing coursework at Parsons College from 1970 to 1972, her early career included work as a senior accountant with the Ringling Bros. and Barnum & Bailey Circus as well as positions with Coopers & Lybrand and KPMG. From 1984 to 1997, she served as the senior financial systems consultant with CDSI. During the mid-1980s, Ms. San Lwin had the opportunity to do work for several companies who provided accounting packages to the federal government through the Joint Financial Management Improvement Program. This led to

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Betty Volk

BETTY VOLK

Dedicated to helping others, Betty Volk began her career in 1960 as the owner of Mobile Lunch Complite Services, which she ran until 1996. During this time, she became involved with what would eventually become the Volunteers for Veterans Foundation. Originating as a car show in support of veterans at the Loma Linda VA in 1990, Ms. Volk helped the group form a self-supporting organization, so that they did not solely have to rely on car shows for funding. Notably, she was also active with the local Veterans Affairs office from 1990 to 2009. In 2009, the Volunteers for Veterans Foundation was officially formed with Ms. Volk as the financial coordinator and her husband, Larry Volk, as chairman. Today, the

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KRISTEN MEISWINKEL

Holding considerable expertise in managing difficult situations, coordination and finances, Kristen Meiswinkel has excelled in the construction industry, specializing in drywall, ceilings and plaster, for over two decades. Holding a Series 6 license, also known as the investment company and variable contracts products limited representative license, she began her career as a customer information analyst with Franklin Templeton Investments in 1991. She remained with Franklin Templeton until 1996, at which point she joined the RFJ Meiswinkel Company, a family-owned business started by her grandparents. At the company’s inception, Ms. Meiswinkel’s grandmother was responsible for the finances and donated all of their profits to support their local church. When her mother stepped into that role, she took charge of growing and

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Kenya Mills

KENYA M. MILLS

Kenya M. Mills is an accomplished and upcoming social worker and finance professional. Graduating from Pomona High School in California, she began her postsecondary education with an associate degree in liberal arts from Mount San Antonio College in 1998 and embarked on a career in a variety of retail management positions. From 2007 to 2008, she was an assistant manager for Lady Foot Locker in the Charlotte, North Carolina, area and held the same role with Citi Trends in Winston-Salem, North Carolina, from 2009 to 2010. During this early portion of her career, Ms. Mills witnessed her children get overlooked by their school system and denied resources, services and advocacy because they were perceived as Black children with issues. Feeling

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ILONA KAUFERT KLASONS

Born in Latvia to father Evalds Kaufert and mother Lize Planics, Ilona Kaufet Klasons immigrated to Canada in 1951 before coming to the United States in 1960. She had initially thought to pursue a career in nursing, but once she had started in nursing school, she realized that the field wasn’t right for her. Changing her trajectory, she got married to her now late husband, Visvaldis Klasons, in April 1960 and moved to Baltimore, where their son, Eric, was born in 1963. When her husband got sick, Ms. Klasons decided it was time for her to start looking for work again, which led to her returning to school, first through night school and community college courses. Finding that she had

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Maria Finlinson

MARIA J. FINLINSON

Born in Latin America to father Armando and mother Maria, Maria J. Finlinson was inspired to a career in finance by her longstanding love for numbers. She has excelled in mathematics since she was young and notably won three math awards in high school. Concluding her studies in Latin America, she attended school for systems engineering, economic sciences and law, and found herself pulled into the finance industry right as she was beginning her career, where she has spent the last 15 years growing and expanding her expertise in all aspects of finance, accounting and taxes. Drawn to the nonprofit sector, Ms. Finlinson joined The Leonardo in 2020, a museum in Salt Lake City that combines science, technology and art

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