THE PENINSULA COLLEGE FUND - Key Persons
Anne is an accomplished leader with extensive experience in the education and youth sports sector. She has held various development roles in multiple organizations, significantly impacting each of her roles. As a founding member and board member of a youth hockey club, Anne successfully grew the club by establishing a mission statement, developing a code of conduct, and implementing SafeSport and concussion protocols. She also created guidelines and training for coaches, team managers, and player development.
In addition to her work in youth sports, Anne served as President of the Parent Association at her children's schools. Her leadership skills were evident in creating and formalizing an organizational chart, developing job descriptions for 19 committees and chairs, guiding and assisting with school fundraisers, and leading various meetings. Anne also played a vital role on the development teams of the schools, serving as an Annual Fund Team Member, Auction Chair, and Community Outreach Ambassador. Currently, Anne is the Director of Community & Alumni Engagement. Her role involves implementing strategies to build community awareness and fostering community engagement in the mission across all campuses and constituents. She participates in efforts to attract, develop, support, and motivate faculty, staff, and administration to create a sense of belonging. Anne also supports Admission, Development & Marketing teams in expanding participation annually at organization signature events and campaigns. Additionally, she actively recruits, engages, and mentors volunteers, manages volunteer participation in special events and campaigns, and maintains positive, trust-based relationships with a range of community stakeholders. Anne's passion for helping first-generation college graduates like herself has led her to serve as a Peninsula College Fund board member. Through this role, Anne is committed to supporting and empowering young people to achieve their educational and professional goals.
Job Titles:
- Director of Development & Communications
Beth Williams joined PCF with a variety of experience in fundraising for nonprofits and a passion for creating positive change. Beth has dedicated over thirty years to advancing the missions of nonprofit organizations in the areas of foster care, hospice and domestic violence.
As an active member of the Association of Fundraising Professionals (AFPSV), Beth has demonstrated her commitment to professional excellence by acting as a mentor to those new to the profession and by also serving seven years on the board of directors. She is a Certified Fund Raising Executive (CFRE), earned in March 2010, showcasing her dedication to ethical fundraising practices and ongoing professional development.
Beth is driven by a vision of a more compassionate and equitable world and has personally benefited from the impact of access to education as both of her parents were first generation college students who became teachers themselves. Beth and her husband met and graduated from CSU Long Beach and now the next generation has carried on the pursuit of higher education with their son graduating from Cal Poly SLO and their daughter continuing the tradition by becoming a CSULB alum and going on to earn her Masters from USF and becoming a high school teacher. In her personal time Beth, enjoys traveling and volunteering for local theaters and other nonprofit organizations.
Bob Couch has spent over 30 years in senior marketing roles with big-brand, high-tech, start-up, and non-profit organizations. Most recently he was the Chief Marketing Officer with Selequity, and prior to that he was part of the founding team of Cristo Rey San Jose Jesuit High School and served as its Chief Operating Officer. During his career, he has also been an SVP with Visa, Zilog, a VP with Embarcadero Technologies and Responselogic, and a Sr. Director with Anheuser-Busch Companies. In addition to Cristo Rey, Bob has served with other non-profits as a board member of the San Jose Symphony Orchestra, the World Bird Sanctuary, and the Metro Theatre Circus. He has also participated as the chair of the Bellarmine Parents Development Committee and a member of the International Conservation Committee of The Nature Conservancy. Bob's professional organization affiliations include the Association of National Advertisers, the National Advertising Review Board, the Public Relations Vice President's Roundtable, and the Semiconductor Industry Association. Bob and his wife Suzanne have three grown sons who all attended very expensive private colleges, which is why he worked so long and still consults.
Brittany hails from the Bay Area with stints in Georgia and Mexico. With a solid decade of experience in operations under her belt, she's no stranger to navigating the intricacies of organizational efficiency. She has dedicated three impactful years to the nonprofit sector. She is now in pursuit of a Masters in Public Administration, specializing in nonprofit management from California State University, Northridge.
As a first-generation college graduate, Brittany's journey is fueled by her unwavering passion for equitable access to education. Beyond her academic and professional pursuits, she finds solace and inspiration in the pages of a good book
Job Titles:
- Director of College Services
Cara Magliaro joined PCF with more than 15 years experience as an innovative educator, leader, and community volunteer working for organizations dedicated to youth development and educational technology.
As a first-generation college student and passionate educational advocate, Cara graduated from Cornell University with a B.S. in Education and connects deeply to PCF's mission and values.
Outside of PCF, Cara stays busy raising her three kids, two dogs, and three chickens and is greatly looking forward to traveling again.
Charley has held marketing and sales management positions at Apple, Microsoft, Cisco and other high-tech companies over the past 30 years. He is passionate about the power of education to transform lives and increase access to opportunities. Charley grew up in an Ohio community where only about 50% of high school students went on to college. There he saw firsthand how a college education opened up more career opportunities and earning power for graduates than for those who did not attend college. He has also served on the Board of the Menlo-Atherton High School Foundation for the Future. In addition to his board roles, Charley teaches financial literacy to Bay Area high school students through the nonprofit AbleWorks, and has coached Alpine Little League Baseball and AYSO soccer. Charley received a B.A. degree in History/Political Science from Colorado College. He and his wife Cheryl have two children and live in Menlo Park.
After a successful 30-year advertising career working primarily for Sunset Magazine and the Smithsonian, Charles returned to teaching and coaching young people later in his career. For a number of years, he taught social studies and coached golf at Presentation High School in San Jose. In 2005, he joined with friends and neighbors to assist first-generation, financially needy students successfully navigate and graduate from college by offering scholarships to three deserving young women. Today, the organization they created has accelerated the success of over 400 deserving scholars. Charles graduated from Santa Clara University.
Job Titles:
- Program Coordinator, Career Services
Chloriza Avila was born and raised in Lathrop, CA. She received a Bachelor's degree in Psychology and double minor in Ethnic Studies and Education from UC Davis. While at UC Davis she worked with BRIDGE: Pilipinx Outreach and Retention as a Community Youth Development coordinator. In this role, she worked with and created curriculum for first-generation, low-income, and historically underserved youth to promote cultural awareness and accessibility to higher education. Chloriza has always had passion for working with students and is excited to support PCF scholars in embracing their unique identities and seeing themselves as vessels of change. In her future, she hopes to continue to bridge the opportunity gap and support marginalized youth and families in their personal and professional endeavors.
Chloriza also enjoys conversations about mental health and social justice. When she isn't working, you can find her trying new food places, de-stressing at the gym, or traveling!
Christina grew up in San Jose, CA and attended Harker Academy (grades 3-8; now known as The Harker School) and Presentation High School (9-12) on academic- and need-based scholarships. She then went on to Tufts University where she earned a B.A. in Political Science with thesis honors, followed by a Master in Public Policy from Georgetown University and a Juris Doctor from Northwestern University. Prior to joining PCF, Christina served as Deputy Director at Escuela Popular, a K-12 charter school in East San Jose that serves a predominantly Latino student population, many of whom are recent immigrants.
For nearly nine years, she spearheaded Escuela Popular's operations - strategy, HR, compliance, legal, finance, and board relations. Christina entered the charter school landscape through EdTec, a mission-driven, for-profit company providing back-office services to charter schools throughout the United States. Christina began her career over 20 years ago as an attorney with Crowell & Moring, a Washington, D.C. law firm. She is currently on the Board of Directors of Oxford Day Academy, a charter school in East Palo Alto. Given her personal story, Christina is passionate about serving low-income students of color who need just a little extra support to realize their dreams. In her spare time, she enjoys traveling for pleasure and spending time with her three children and her husband.
Dani Gasparini has been involved in fundraising for nonprofit organizations for over 25 years, most recently as Executive Vice President of the Bonnie J. Addario Lung Cancer Foundation. Dani has raised over $60 million throughout her development career in support of nonprofits serving children, families, seniors, healthcare, schools, and arts and culture through managing annual campaigns and effective grant writing. As an active member of the community, Dani served on the City Council and as Mayor of the City of Redwood City. She currently serves on the Board of Directors of the Redwood City-San Mateo County Chamber of Commerce and Pen TV, where she also hosts Pen Voice interviewing key community leaders. Recognitions include induction into the San Mateo County Women's Hall of Fame, Redwood City Business Woman of the Year, and the Redwood City Sequoia Award Citizen of the Year.
Job Titles:
- Senior Associate at TA Associates
Danny is a Senior Associate at TA Associates, a global growth private equity firm investing in profitable, growing companies with opportunities for sustained growth. Danny focuses on investments in financial services companies in North America, including supporting TA's current investments in Apex Group, Green Street, and Wealth Enhancement Group. Previously, he was an Analyst at Credit Suisse in the Technology Investment Banking Group. Danny moved to the San Francisco Bay Area in 2018 to pursue a career in the financial services industry. He is a graduate of Princeton University, where he received a B.A. in Economics and was a member of the Men's Varsity Lacrosse program. Danny remains actively involved with his alma mater, serving as a regional chair to the Alumni Schools Committee ("ASC") and a Board Member of The Friends of Princeton Lacrosse.
Job Titles:
- Director of Career Services
Denise Villamil joined PCF after 20 years in program design/evaluation, relationship building, and management development within the corporate and non-profit sectors. She has held numerous executive roles in her career in both the technology and biotech sectors. She has also been an accomplished entrepreneur of two successful start-up companies. Throughout Denise's career, she has had the opportunity to mentor young professionals both in the US and abroad in the area of professional development. As one of the first in her family to go to college, she understands the impact that higher education and career-readiness has on employment opportunities. Denise was drawn to the PCF mission because of her passion for changing the equality of equity challenges that restrict underserved communities from securing meaningful careers. As such, she was excited to join the PCF team to start a new department within the organization focused on providing robust career advisory services and training programs that address the unique workforce readiness needs that first-generation college students face in today's marketplace.
Denise graduated magna cum laude with a BA in Business Management from National University. As a native Californian and sports enthusiast she enjoys being in an area where she has local access to the coast and the mountains. In her off hours, Denise can be found spending time with family and friends, traveling, skiing, and giving back to the community through volunteering her time, treasure and talents to various non-profit organizations.
Job Titles:
- Member Emeritus of the Board
- Senior Vice President of Notre Dame De Namur University
Dr. Hernan Bucheli is the Provost and Senior Vice President of Notre Dame de Namur University. Previously, he served as vice provost at Saint Mary's College of California. He was formerly vice president for external affairs at Notre Dame de Namur University, and he also served as assistant vice chancellor for enrollment and student affairs at Chapman University. His distinguished career as a higher education administrator spans more than 20 years. He has a proven track record of achieving impressive results in administrative leadership, strategic enrollment management, new academic program development, government relations, community relations, new business and partnership development, as well as raising the level of student centeredness and building institutional brand awareness. Additionally, he has led efforts that have earned national recognition for excellence in institutional marketing, branding, and retention. Dr. Bucheli holds a doctorate from Northwestern University with a concentration in communications and organizational leadership, an M.A. in communication from Barry University, and a B.A. in international relations from San Francisco State University.
Job Titles:
- Program Coordinator, College Services
Eduardo was born in Redwood City, CA but moved to Hayward, CA when he was five years old. Being a Hayward Made student, Eduardo completed his entire education in Hayward. Eduardo obtained his AA in Communication Studies from Chabot College in the Spring of 2017 and recently graduated from California State University, East Bay with his BA in Ethnic Studies with a concentration in Latinx and Chicanx Studies. During his educational journey, Eduardo worked with the TRIO Educational Talent Search Program at Chabot College and Hayward Promise Neighborhood at CSU East Bay as a Program Facilitator and Promise Intern. In these roles, he focused on being a mentor for first-generation, low-income, and multiracial students and families. His passion is to continue working with students and families from around his community. In his free time, Eduardo enjoys adventurous car rides and getting lost on the road with good music playing.
Elisabeth is a PCF alumna. As a member of the second cohort of PCF scholars, she had the privilege of co-founding the PCF Alumni Association and witnessing PCF's impact and evolution over the years.
Growing up in a mixed immigration status household shaped her understanding of the insurmountable challenges faced by low-income and immigrant communities, and those experiences continue to inspire her today. As the first in her family to graduate from high school and go to college, PCF played an integral role in helping her graduate from UCLA with a B.A. in Chicana and Chicano Studies and an Education Studies minor.
Elisabeth understands firsthand that education and career readiness are the keys to opportunity, choice, and financial stability. She is honored to serve on the PCF board and is passionate about helping other students achieve their educational goals and ending the cycle of generational poverty.
Eric was born and raised in Alameda, California and left the Bay Area to study English at UCLA. Upon graduation, he returned to the Bay Area to earn a teaching credential at CSU Hayward and then began a lifelong career in public school education. After ten years of teaching high school students the joys of English literature and the conventions of effective writing, he enrolled at UC Berkeley to earn a master's degree in education policy analysis and an administrative license to supervise schools. Eric toyed with a career in policy development and evaluation but ultimately decided to return to the community level where schools and parents and students work together. Eric has served as a vice principal (Capuchino High School, San Bruno), a principal (Menlo-Atherton High School), a district-level officer (Director of Curriculum, Sequoia Union High School District), and as a superintendent (Las Lomitas Elementary School District, Menlo Park). He retired in 2011 but couldn't stand the quiet, and in 2015 un-retired to take an "interim" posting as superintendent of the Portola Valley School District. Four years later he retired for real.
Erica currently leads the accounting department of a public company that sells PERS devices as the Corporate Controller. She has worked diligently to build the Company's accounting department to meet SEC/GAAP standards.
She previously worked as a Director of Assurance at PwC, a public accounting firm that provides a variety of tax, audit, and advisory services and is a Certified Public Accountant (CPA). She provided audit services to clients in the software industry but has provided similar services to clients in the life science and venture capital industry. She also held a co-lead position for the firm's BANW Latino Inclusion Network (LIN) and worked closely with fellow Latinx colleagues to provide an environment that embraces diversity and inclusion through mentorship programs, community service, and volunteer work.
As a leader of LIN, Erica assisted in a number of events including assisting in a Spanish Blockchain presentation to the 2019 RobotiX Experience student winners from Mexico City. Erica has also worked closely with PCF in identifying individuals for the organization's mentorship program and leading a resume workshop. Erica is originally from Watsonville and moved to the Bay Area when she decided to attend Santa Clara University as a transfer student and graduated with a B.S. in Accounting. As a first-generation student, her accessibility to higher education was through the community college pathway. Her time at Hartnell Community College paved the way to her interest in accounting. While attending Hartnell Community College, Erica worked at a local candy shop as a candy maker.
Throughout her three years working at the candy shop, she worked closely with the owner, a first-time business owner and witnessed the struggles, including finding an accountant that could manage the finances/books. During her time at the candy shop and attending community college, Erica realized her passion for business/accounting and for helping small businesses, which paved her interest in majoring in accounting.
Jackee has 17 years of experience working in independent schools. His career has been dedicated to impacting youth and making memories. He started as an Assistant Athletic Director and coached Basketball, Football, and Track & Field at the club, Junior High, JV, and Varsity level. From there he became an activities director in charge of student government, student activities programming, and community service, among other responsibilities. He is a hard-working and versatile community member that works to build relationships at all levels of stakeholder in a community to gain perspective and create genuine feelings of inclusion and belonging. Jackee is also the PTA president at a local public school, chairperson of the school site council, and on the board of directors for a local day care business. He is a passionate advocate of all youth and is dedicated to student voice and empowerment. Jackee is also a presenter and facilitator for professional developments and conferences in topics related to diversity, equity, and inclusion. He has a BA from Stanford University and aspirations of a grad degree in the near future.
After nearly four decades in higher education administration at San Francisco State University, Jo Volkert brings to the PCF board of directors a strong commitment to helping students achieve their goal of a college education. As Associate Vice President for Enrollment Management at SF State, she had responsibility for delivery of services that allowed students from schools throughout California to be admitted, receive sufficient financial aid, obtain needed classes, and ultimately complete their undergraduate degrees. She forged partnerships with local school districts, community colleges, and community organizations to assure that first-generation, low-income students saw the university as a welcoming destination and then received the support they needed to persist to graduation. She served as board member and Vice Chair of the SF State Foundation for 30 years. A resident of San Carlos since 1993, Jo has devoted time since her retirement to a community organization that offers tutoring to local elementary students who need academic encouragement. She earned a B.A. in English from Occidental College and holds a Ph.D. in Administration and Policy Analysis from the School of Education at Stanford University.
Before going to college Julia always had this idea of going into education, but originally was on the path to becoming a teacher. However, it was not until she stepped foot on campus predominantly white institution that she realized she needed a community if she was going to continue higher education.
Once Julia found her community in the Ethnic Studies department and family within her multicultural sorority, she realized that that was what she needed to get her through college. She needed the mentorship, support and confidence that both of these communities provided. Julia double majored and earned her B.A. in Comparative Ethnic Studies and a B.A. in History, from California Polytechnic State University, San Luis Obispo because she wanted to give back to those who were first-generation college students like herself.
Karen Canty has been a community volunteer since she moved to the Bay Area with her family 40 years ago. Highlights include: President of the PTA of both her children's elementary and high schools; a 12-year member of the Board of Trustees of the Menlo Park City Elementary School District; a 10-year member of the Delegate Assembly of the California School Boards Association; a 6-year term on the board of Adolescent Counseling Services (ACS) and a continuing member of the Friends of ACS. She also chaired fundraising events for Art in Action, ACS, and chaired three fundraising events for PCF. When she was approached about becoming a mentor for a PCF student, she was excited about the opportunity because as an active parent at Menlo-Atherton High School, she interacted with many students and families who fit the profile of a PCF scholar. She discovered how difficult it was for them to graduate from high school, much less contemplate a college education. She has served as a PCF application reader, chair of the Awards Ceremony, and chair of the most recent fundraising luncheon.
Job Titles:
- Program Coordinator, Career Services
Lizeth Diaz Navarrete grew up in San Jose, California and was the first in her family to attend and graduate from university. Lizeth earned her Bachelor's in Psychological and Brain Science from the University of California, Santa Barbara and her Master's in Counseling and Guidance
from San Jose State University. It was during this transformative period that she discovered her true passion for helping underrepresented students understand their talents and strengths to thrive in higher education. This passion led her to intern at SJSU's Career Center, where she dedicated herself to empowering students to make informed decisions about their career paths and leverage their unique abilities to pursue fulfilling careers that not only align with their passions but also offer financial freedom. As a first-generation woman of color, Lizeth is committed to using her lived and professional experiences to aid other students in higher education succeed at a holistic level and work towards addressing systematic inequities.
Job Titles:
- Program Coordinator, College Services
Lupe Vazquez is passionate about supporting and advocating for low-income, first-generation, and undocumented community members. She is committed to helping youth reach their full academic and personal potential while remaining their authentic selves.
Previous to working at The Peninsula College Fund, Lupe obtained her B.A in Critical Race and Ethnic Studies in 2022 from the University of California, Merced. During her time at UC Merced, she worked for The Success Mentor Program where she mentored first generation students by providing campus resources and social support to help them navigate their first year. She also conducted research through her school's Undergraduate Research in Humanities program which focused on humanizing undocumented youth's experience through storytelling and uplifting their lived experiences.
Lupe was born in Mexico and migrated to the U.S at the age of 5 years old. She was raised in Mountain View and attended Mountain View High School. In her free time, she enjoys listening to a good podcast, finding new music, and spending time with her partner and their dog, Spots.
Lydia is an independent consultant and volunteer for non-profits in education and workforce development. She was formerly a Manager at Bain & Company where she advised Fortune 500 clients across a variety of industries, including technology and financial services, and led Bay Area Diversity, Equity, Inclusion (DEI) efforts internally. Lydia previously worked in Strategic Operations at the Oakland Home Office of Aspire Charter Schools, which delivers college preparatory K-12 education to low-income communities. Lydia holds a B.A. from Princeton University and a Masters in Business Administration from the Haas School of Business at UC Berkeley. She is passionate about helping young people achieve their education and career goals and thrilled to support PCF's great work of serving first-generation college students.
Margaret Galvan grew up in Orange County, California. As a first-generation college student, Margaret has a passion and drive for self growth and uplifting of her community and those around her.
At the University of California, Santa Cruz, Margaret double majored, earning a Bachelor's in History and History of Art and Visual Culture. It was there that she found her love of community and programs at the Museum of Art and History in Downtown Santa Cruz. Post-college, Margaret continued her museum journey in Orange County, volunteering and working at the Bowers Museum in Santa Ana and the Richard Nixon Presidential Library and Museum in Yorba Linda. Always finding herself on education and community programs teams, she realized her purpose. Margaret is excited to join The Peninsula College Fund and has hopes of creating a bigger and more direct impact on the lives of the next generation. She looks forward to building a community in San Jose and finding new places to volunteer and share her passions.
Job Titles:
- Development and Marketing Lead
Martha attend California State University, Northridge and majored in Communication Studies. While at CSUN, she focused her studies on the intersectionality of communication in human relations, cultural studies, social justice, training and development.
Due to her own story, Martha is passionate about career development, specifically for first-generation scholars. She enjoys traveling and learning about different cultures.
Mia believes in the transformative power of education and has dedicated much of her career to mentoring students and supporting the nonprofit community in a variety of capacities. In her current role at Genentech she helps expand patient access to medicines for serious and life-threatening diseases and previously served as a Philanthropy Advisor at the world's largest Community Foundation. Prior to that she practiced law in a diverse range of industries including medical and recreational cannabis commerce, estate planning, and nonprofits and tax-exempt entities.
Mia takes an active role in projects with Diversity, Equity, and Inclusion objectives. In her free time she served as a hospice volunteer and advocate for medical aid in dying on behalf of patients and community groups. She recently earned designation as a Chartered Advisor in Philanthropy®.
Mia has a firsthand understanding of the financial and professional obstacles of higher education and graduated from University of California, Davis and Case Western Reserve University School of Law in Cleveland, Ohio with the help of needs- and merit-based scholarships, internships, and many mentors.
Michael currently is a co-founder of HealthLens, LLC, an online telemedicine platform that allows patients to receive diagnosis and treatment anytime, anywhere. Previously, he was Senior Partner at Olliance Group, a strategic open-source consulting group, held various executive management positions at Intel Corporation, and served as Vice President and General Manager of several business lines at Daisy Systems. Mike holds bachelor's and master's degrees from Cornell University. He and his spouse Vicki have a long-standing commitment to community service, with Mike serving on many non-profit boards for the past 20 years.
Michelle is a Partner with Cerity Partners based in the Silicon Valley office. She provides investment guidance, portfolio design, and financial planning advice to both private and institutional clients. Using her extensive experience in the financial services industry, Michelle shares expert advice tailored specifically to her clients so they can achieve their short-term and long-term financial objectives.
Prior to joining Cerity Partners, Michelle was a Principal at B|O|S where she also served as the head of the Financial Planning Team. She oversaw the firm's internal education, projects, and resources with the objective of providing high-quality client advice in areas such as estate planning, tax strategies, retirement plans, equity compensation, insurance, and education funding.
Michelle earned her Bachelor of Science in Commerce from the University of Virginia and completed the Personal Financial Planning Certificate Program at the University of California, Berkeley. She holds both the Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations. Michelle is a past board member of the Financial Planning Association of San Francisco.
Michelle and her husband, Jeff, live in Belmont, CA.
Job Titles:
- Member Emeritus of the Board
- Manager for Blended Learning at PowerMyLearning
Phil currently works as a Manager for Blended Learning at PowerMyLearning where he leads program implementation to increase student achievement in low-income schools in the Bay Area. Previously, he served as Executive Director of The Peninsula College Fund, and as Executive Director of The Peninsula Bridge Program where he led all aspects of an organization serving over 250 middle school students from East Palo Alto, east Menlo Park, Redwood City, and San Mateo. He also served as Director of Summer Programming at Crystal Springs Uplands School. He started his career teaching at an elementary school in San Mateo that was largely Latino and Pacific Islander. Phil graduated from Bucknell University with degrees in Education and Economics. He holds a multi-subject teaching credential, Montessori teaching credential, and a Masters in Public Administration from Notre Dame de Namur University.
Job Titles:
- Program Coordinator, Career Services
Samantha Wenzel is a Bay Area native, raised in the North Bay. For 12 years she has worked with Bay Area students as a mentor, coach, and teacher. Samantha graduated from Santa Clara University with a BA in Communication in 2016. Her maternal family settled in San José when they first arrived in the U.S. from Mexico, and she is committed to serving the community in which her roots are planted. Her passion around education system reform has led her to dedicate her career to serving organizations that provide the necessary support needed for underserved students to succeed in a system that was not created for them to thrive in. With her experience in working with first-generation students in both the high school and college setting, she aims to utilize her role as Career Services Program Coordinator to support PCF scholars in their pursuit of a career aligned with their dreams and sense of purpose.
Job Titles:
- Manager for Morgan Stanley Wealth Management
Scott Rash is the Silicon Valley Complex Manager for Morgan Stanley Wealth Management. Scott is responsible for overseeing the wealth management operations of the Palo Alto, Menlo Park, Mountain View and San Mateo offices. With over 225 advisors, the Silicon Valley Complex services over 300 corporate services engagements, provides venture distribution services to local VC Firms, and maintains one of the firms International Focus Offices. Today the Silicon Valley Complex manages more than $190 billion in assets for wealthy individuals and corporations.
Scott began his career in the industry in 1987 as a Financial Advisor specializing in ERISA plans for middle market companies in San Diego, California. From 1992 to 1997, he held various positions involving corporate retirement plans including Regional Sales Director for Smith Barney's Corporate Retirement Services based in Seattle, Washington. In 1997, he became the Branch Manager for the Spokane, Washington complex which included offices in Washington, Idaho and Montana. He relocated to California in 2004 to assume his current position.
Scott attended the University of Nebraska and graduated with a Bachelor of Science degree in Economics in 1986. He is a Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS) and is an arbitrator with the Financial Industry Regulatory Authority (FINRA). He and his wife, Paula, reside in Menlo Park, California with their three children.
Job Titles:
- Program Coordinator, College Services
Yessica Ramirez is a first-generation immigrant from Mexico who currently resides in Hayward, California. She is the first in her family to obtain a Bachelor's Degree in Computer Science from Cal State East Bay. During her educational journey, she founded an undocumented student focused club that advocated for resources, fostering a tight knit community environment.
Yessica has dedicated significant time to volunteering, particularly through food pantries and tutoring programs aimed at supporting low-income individuals. Most recently, she is a volunteer at The Tech Interactive Museum as a Women In Data Science Ambassador. Furthermore, as an advocate for people of color and undocumented youth in STEM fields, she continues to contribute to the empowerment of underserved communities through educational and outreach initiatives.