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CFA Society San Francisco Offices & Classroom

CFA Society San Francisco
235 Montgomery Street, Suite 725
 
San Francisco, CA 94104

Phone: 415.814.7905 

Email: info@cfa-sf.org

 

Please note: The CFA Society San Francisco Classroom is located in Suite 643



Society Contacts


General Inquiries

P: 415-814-7905
E: info@cfa-sf.org


Executive Director

Anne O’Brien
Executive Director
P: 415.814.7904
E:Anne@cfa-sf.org

As Executive Director of CFA Society San Francisco, Anne has the overall responsibility for shepherding the organization to deliver valuable offerings and services to members, and to extend the society’s reach in Northern California. She works closely with the Board of Directors, the professional staff at the society, partner organizations, and engaged member volunteers to create and innovate the highest quality professional education forums, career development and career transition support programs, and social networking opportunities for members, candidates, and the large Bay Area investment industry.


CFA Review Program & Institute Research Challenge


Dave Bolt
Education Director
P: 415.814.7906
E:Dave@cfa-sf.org

Dave manages, coordinates and implements all weekday, evening and weekend candidate educational courses. He coordinates faculty, program scheduling, candidate registrations, and submission of course changes. Dave also maintains and manages distribution of curricula, materials, and related learning activities that support the overall educational objectives.


Membership & Volunteer Information


Michael Reilly
Membership Manager
P: 415.814.7902
E:Michael@cfa-sf.org

Michael works closely with members, candidates, volunteer committees, and our broader community, helping drive initiatives and collaborative opportunities which help shape CFASF’s leading role in the broader financial services industry. Michael sees a natural creativity and willingness to engage within our membership as central to our work and provides the structure and resources to deliver the networking, activity and event content, the benefits that deliver member value.


Continuing Education & Sponsorship


Tracy Canning
Program Manager
P: 415.814.7901
E:Tracy@cfa-sf.org



Marketing & Society Communication


Lindsey Stremme
Marketing Communications Coordinator
P: 415.814.7903
E:Lindsey@cfa-sf.org

Lindsey manages and creates all the member facing communications from newsletters to website updates to social media. She coordinates with the staff to create email campaigns, marketing plans, and any design or collateral for events, membership, and CFA candidates.


Society Office Manager & Bookkeeper


Eric Geedey
Bookkeeper
E:Eric@cfa-sf.org

Eric maintains an accounting system to account for financial transactions by verifying, allocating, and posting transactions. He also balances subsidiary accounts by reconciling entries,defines bookkeeping policies and procedures, and facilitates annual review of financials with external CPA firm.