Thank you to our board for their constant support and dedication
to the OCCTAC dream!
Sam Chari is currently SVP, Global Head of Risk and Compliance at Experian. Based in Southern California, Mr. Chari provides oversight of enterprise risks across the firm. Previously, Mr. Chari has been in several risk management related roles, including serving as the Head of Enterprise Risk at PIMCO and Head of Operational Risk at AllianceBernstein. He holds a MBA from the Stern Business School (NYU) and a MS from Clemson University.
Senior Vice President, Experian
Eric Olson is a strategic leadership consultant who works with senior teams and executives to improve leadership’s impact on business results. He combines expert analysis and opinion to create practical leadership solutions that blend financial, organizational, and psychological perspectives. Eric is also in demand as an executive coach and a regional and national speaker. Dr. Olson has taught classes in change management and consulting at UCLA and UC Irvine Business & Management extension schools.
Board Vice President
Strategic Leadership Consultant
Dr. Eric Olson
Terri is an efficient executive experienced in program development, implementation, evaluation, conflict resolution, community building, capacity building and resource development. She has worked on programs addressing issues of low-income families, juvenile justice and school-based mental health issues. Terri is also a successful grant writer and strategist in procuring federal ($5.5 Million); state ($1.035 Million); public ($1.7 Million); county ($746,000) and private grants in the past six years.
Social-emotional Wellness Program Director,
K.R. Subramanyam is the KPMG Foundation Professor of Accounting and Associate Dean of Doctoral Program at the Marshall School of Business, University of Southern California. Professor Subramanyam is a specialist in financial accounting and financial statement analysis. He is a prolific and highly cited researcher who has served as editor and on the editorial boards of several leading academic journals. His papers have won several awards including the Notable Contribution to the Auditing Literature. Professor Subramanyam’s research has been cited extensively in the financial press including The Wall Street Journal, Economist, Business Week, Barrons, Los Angeles Times, Boston Globe, Sydney Morning Herald and the Atlanta Constitution among others. His research has also been cited in congressional hearings. Professor Subramanyam teaches the popular MBA elective on Financial Statement Analysis and is a co-author of the best selling textbook, Financial Statement Analysis, 11thedition (Mc Graw-Hill/Irwin). Professor Subramanyam is also actively involved with doctoral students and has placed his students at Stanford and Columbia among others. Professor Subramanyam has been active in mentoring and leadership roles at USC for which he has won multiple awards. He has also served in various leadership roles at the American Accounting Association.
Dean of Doctoral Program & Accounting Professor,
Marshall School of Business, USC
Francisco has more than 15 years of experience providing advisory and assurance services in the international manufacturing, pharmaceutical, biotech, chemicals, construction materials, and multilevel marketing industries including governmental and nonprofit organizations. He specializes in designing and implementing controls and improvements in various key corporate and nonprofit programs & functions. Francisco is a “hands-on” visionary yet task-oriented professional. He successfully leverages relationships with Boards of Directors, Senior Management and others in support of development & implementation of global programs.
Internal Auditor, Logic Consulting Group
Francisco J. Barragan
For the past 30 years, Susan Echarte has served as the owner and founder of Postal Center International Brands, a mailing and marketing firm based in South Florida. Her experience extends to real estate development, small business investments and event planning for many non-profit agencies. Susan has worked with organizations to help improve their fundraising programs and help maximize their returns.
Owner and Founder,
Postal Center International Brands
Rossina Gallegos joined Union Bank in 1981. She facilitates and manages the charitable contribution and foundation requests for Orange County, San Diego, and the Inland Empire. She also implements strategies, tactics and programs to maximize the talent and availability of Union Bank employees with the needs of low-and moderate-income communities. Rossina’s community outreach work heightens Union Bank’s presence to address the Bank’s Community Reinvestment Act commitment, public image opportunities, and employees’ desire for engagement. Rossina has served in various positions in small business lending, Special Assets management and multicultural markets. Rossina is active with numerous civic and community organizations. Rossina is the President of the Santa Ana College Foundation. She serves on the Boards of OCCTAC as well as Orange County Human Relations. She is also on the Advisory Board of the National Hispanic Business Women Association (NHBW), the Orange County Community Housing Corporation, and the Affordable Housing Clearing House.
Director & CSR Officer
Corporate Social Responsibility, Union Bank
Since joining the San Francisco Federal Reserve Bank in 2003, Melody has engaged private and nonprofit financial institutions, community development leaders and government agencies in developing solutions to pressing neighborhood issues in low-wealth communities of Southern California. Through community preservation and capacity building strategies she has contributed to the fields of affordable housing finance, small and micro business development, workforce development, asset building health, wealth and diversity, and K-12 education reform. Melody is active with several community-based nonprofit organizations and serves in various capacities at the Clearinghouse CDFI, the Orange County Community Housing Corporation, OCCTAC, the Housing Opportunities Collaborative of the Inland Empire, and the Los Angeles Education Partnership.
Regional Manager, So. Cal.
Federal Reserve Bank of San Francisco
Melody Winter Head
Dr. Anooshiravan Hami is a pulmonologist in Anaheim, California and is affiliated with multiple hospitals in the area, including AHMC Anaheim Regional Medical Center and Kindred Hospital-Westminster. He received his medical degree from Ponce School of Medicine and has been in practice for more than 20 years.
A. Hami, MD, A Medical Corporation
Dr. Anooshiravan Hami
Felipe has more than 25 years of experience handling all facets of the delivery, real estate, recording and court services arena with a major regional service. In 1992 he had a major role in developing the Document Recording Service. In 1993, all on his own, Felipe developed the Court Service System. As one of the industry leaders, Felipe's services combined with another industry leader to provide full service document recording solutions and create the company now named SYNRGO. As current President and co-founder of DPS, he continues to be very much involved and hands-on with the company and the employees. In 2004 and 2005 he was named Businessman of the Year by the US Congress and in 2011 he was honored with the OC Human Relations Community Leaders Award for his ongoing community service work.
President, Document Processing Solution
Nilo E. Lipiz' current administrative work experience includes Dean of Instruction and Student Services from August 1999 to present, and Academic Director from November 1996 to August 1999 for Santa Ana College School of Continuing Education at Centennial Education Center. In his previous position as Dean of Instruction and Student Services, he had the opportunity to lead and supervise all aspects of the planning, staffing, scheduling, developing of catalog descriptions, delivery and development of all noncredit programs and services, including all personnel functions of assigned staff in the Santa Ana College School of Continuing Education at major education centers and offsite locations.
Dean, Santa Ana College (Retired)
Nilo E. Lipiz
Zyda Martinez is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in Newport Beach, CA. She works closely with high net-worth clients – individuals, families, business owners, entrepreneurs and philanthropists – and strives to deliver wealth management options and solutions to help her clients advance their financial goals. Zyda brings to her role over 25 years of experience in financial services. Prior to joining U.S. Trust, Zyda served as Managing Director at First Republic Bank where she developed her experience and insight into the complex wealth management needs of high net-worth clients. Previously, she was a Senior Private Banker with Wells Fargo – The Private Bank. An active member of her community, Zyda currently serves on the board of directors of the Orange County Children’s Therapeutic Arts Center in Santa Ana, and is a member of the National Charity League - Laguna Beach Chapter Advisor
Senior Vice President & Private Client Adviser,
U.S. Trust. Bank of America Private Wealth Management
Zyda S. Martinez
If you would like to speak to our Board of Directors with questions or concerns, please contact: