Board & Advisory Board
Board Chair Ban Tran
Board Chair Ban Tran works at Merrill Lynch with 40 years of professional experience in wealth management, international banking, trade finance, and foreign exchange in New York, DC and Vienna. He is a frequent lecturer at local companies, universities and non-profit organizations, speaking on subject such as retirement planning, estate wealth protection and transfer, and concentrated stock diversification strategies. Mr. Tran graduated from the University of Pennsylvania with a B.A. in Economics and International Relations, and earned his MBA in International Finance from George Washington University. In his spare time, Ban enjoys gardening, yoga, basketball and is an avid marathon and triathlon participant.
Virginia L. Cheung
Virginia L. Cheung is the Regional Wealth Planning Manager at Wells Fargo Private Bank, for the Washington, DC, Maryland and Virginia region. She was previously general counsel and managing director at an investment advisory firm; and a principal in a Rockville, Maryland law firm where she spent 24 years practicing in the areas of estate and charitable planning, business succession planning, and probate and trust administration. In addition to serving on the AALEAD Board, she serves on the boards of the Community Foundation for the National Capital Region; Jade Philanthropy Society; and the Washington, D.C. Estate Planning Council. In the past, Virginia has served on the boards of the Community Foundation of Montgomery County, Maryland and the steering committee of the Nonprofit Advancement Fund, and assisted in establishing the Nonprofit Village in Montgomery County. Virginia received an accounting degree from the University of Maryland and a law degree from Boston College Law School. She resides in Washington, D.C.
Siu Cheung Rossmark
Siu Cheung Rossmark is an entrepreneur and restaurateur at Siu’s Asian Bistro in Silver Spring, MD. She is also a real estate broker licensed in DC, MD, and VA. Her other businesses include residential mortgage and the financial service industry. She has been an entrepreneur for over 25 years and has owned several Chinese restaurants in the Washington Metropolitan area for many years. In addition to serving on the AALEAD Board, she serves on the leadership team for the Leukemia & Lymphoma Society’s Man & Woman of the Year Campaign in the National Capital Area Chapter. In the past, she has served on as an officer and board member of Devotion to Children, a local nonprofit, Organization of Chinese Americans – Northern Virginia Chapter (OCA-NOVA), Lansdowne Resort’s Woman Golf Association and was a nominee for Woman of the Year with the Leukemia & Lymphoma Society (NCA). Her greatest accomplishment is being proud mother of three children Jennifer, Cyndi and Brandon. She and her husband, Carl enjoy entertaining, football and boating.
Will Choi is President and CEO of Vertical Applications Inc, a consulting company providing IT Program and Project Management services to public sector and commercial clients. Prior to founding Vertical Applications, Mr. Choi worked at AOL as Vice President of Product Management and has considerable experience in global product management, program management, software development, offshoring, and business process streamlining and automation. Mr. Choi graduated from Virginia Tech with a B.A. in Economics and earned his Master of Science in Information Systems Technology from the George Washington University.
Smita Dutta is a Senior Marketing Manager on IBM’s Cloud team, focused on developing communities around a product, Bluemix. She has spent over 10 years at IBM with roles in consulting, project management and product management as well as key roles in integrating acquisitions. Ms. Dutta graduated from the University of Dallas cum laude with a B.S. in Biochemistry and a B.A. in History, and has an M.A. in History of Science from the Johns Hopkins University and received her M.B.A. from Yale University’s School of Management. Prior to joining AALEAD, Ms. Dutta had been active with the Girl Scouts of the National Capital Area including being a Junior Girl Scout troop leader for many years. She lives in Arlington with her husband and daughter.
Sharon Eliatamby is a consummate professional with 24+ years of well-developed knowledge and experience in the hospitality industry. She is a graduate of Johnson and Wales University. Raised in Malaysia, Sharon comes from a multinational background and is fluent in English, Bahasa Malaysia, Cantonese, Hokkien and German. She has worked with exclusive hotels, convention properties, catering organizations, high-profile events and clients. Sharon has an impressive and successful track record working as a leader and helping increase service standards, quality and profitability. She has impeccable interpersonal skills and professionalism when handling international protocols. She is also a member of the International Association of Protocol Consultants, a graduate of the Emily Post Institute. Sharon is so passionate about hospitality that she made a commitment to herself to give back to the community. In her spare time, she teaches etiquette to students from the Congressional Hispanic Caucus Institute. Sharon has received numerous awards for exceptional service and performance. She was also recently awarded the “President’s Award” from Society for Hospitality and Food Service Management (SHFM) for her dedication and devotion to the hospitality world.
Steve Hsu has served as a mentor for a current AALEAD middle school youth in DC for over three years for AALEAD’s Mentoring Program. In addition, he has been involved with AALEAD by volunteering for the Summer Program at Thomson Elementary School as well as sharing his experiences at AALEAD’s Aspire to LEAD events. Outside of AALEAD, Steve is active in the Asian American professional community. Since 2012, Steve has been a management consultant with PwC in their Financial Services Advisory practice, specializing in risk management. Prior to his career in consulting, he worked at J.P. Morgan in various roles in fixed income operations. Steve graduated from the University of Maryland with a B.S. in Finance and earned an M.B.A. from Georgetown University.
Nina Un rediscovered her passion for volunteerism and non-profit work while a stay-at-home mom. She is a supporter of numerous charitable organizations and is an active volunteer in the community. In addition to her commitment to AALEAD, Nina is a founder of Care To Lunch, a charity-focused lunched series in Tyson’s Corner and also co-founded Jade Philanthropy Society to encourage leadership and local philanthropy by Asian Americans in the metropolitan area. Professionally, Nina began her investment consulting career in 1997 with Cambridge Associates and was most recently a Group Director at Morgan Stanley. Nina is currently a financial advisor with The Juergensen Group at Merrill Lynch. In her spare time, she enjoys traveling, food and friends, and watching her boys play baseball. Nina resides in McLean with her husband and their two sons.
Karen Urcia joined Renner and Company in 2003. She specializes in auditing, accounting and tax services to trade associations, public charities, scientific organizations, federal award recipients, schools, and other not-for-profit organizations. Ms. Urcia also works with closely held businesses and their owners. In addition to providing traditional accounting and tax services to clients, Ms. Urcia has developed substantial expertise in such areas as tax planning, financial reporting, financial projections and budgeting and can also assist clients with QuickBooks to better maintain business records. She provides services in Tax Exempt, Individual, Partnership, Corporation and S Corporation tax return preparations. Ms. Urcia is actively involved in organizing several tax related seminars for both businesses and not-for-profit organizations throughout the year that are sponsored by the firm. She has also stepped in with training and development of new and current staff members within the firm. She holds a Bachelor’s degree in Business Information Technology and a Bachelor’s degree in Accounting and Information Systems from Virginia Polytechnic Institute and State University in Blacksburg, Virginia. She lives in Alexandria, Virginia with her husband.
Ki Wilson is a Director of the Global Network Field Operations for the Verizon Potomac South region. In his present assignment, he leads a multi-discipline team responsible for delivery of Voice, Data, and Video products and services for domestic and global customers throughout Potomac market segment. Ki has over three decades of telecommunications experience, including 10-year tenure in the United States Air Force prior to joining the former Bell Atlantic Company of Virginia in 1990. Originally from South Korea, Ki holds a Bachelor of Science Degree in Computer Information Systems and Executive Leadership Development Certificate from Wharton-Penn University. Ki currently serves on the board of Verizon Asian Pacific Employees for Excellence (APEX) Employee Resource Group and Asian American Chamber of Commerce of Greater Washington Metropolitan area.
Sandy Dang is currently serving as the Executive Director of the Vietnam Education Foundation (VEF). Prior to joining VEF, she was the co-founder and principal of 11plus Philanthropy, a company that provides leadership training to nonprofit leaders. For a decade, she was the founder and Executive Director of Asian American Leadership, Empowerment, and Development (AALEAD), an organization that supports immigrant and refugee families through a broad array of educational and social services, including academic enrichment, one-on-one mentoring, leadership training, and family support services.
In 2011, Ms. Dang was appointed by President Barack Obama to serve on the Board of Directors of the Vietnam Education Foundation. In addition, she is currently serving on the Community Advisory Board of the John F. Kennedy Center for the Performing Arts, and the Community Advisory Council for WETA Television. She was selected as one of the 12 Washingtonians of the Year 2001. She also holds a BA from Duke University, a Masters in Public Administration from Harvard Kennedy School, and a Masters in Social Work from Catholic University.
Tip Fallon, MSOD, grew up in Prince George’s County and has worked with youth-serving organizations for over 10 years in capacities ranging from a volunteer mentor to nonprofit founder. He holds degrees in engineering and organization development and runs a consulting practice in which he helps organizations and individuals to lead change. He currently resides with his wife in the Silver Spring area.
Kellie Kim has extensive professional experience in the areas of accounting and financial services with both private and public companies ranging in size from start-up to fortune 500. She is currently the CFO at Opus Group, LLC a fast growing, award winning management and IT consulting firm doing business with the state, local and federal government. She was previously the CFO of Astrium Services Government, Inc., an industry leader providing customized and secure end-to-end satellite communications services to the US Government and commercial customers. Her CFO responsibilities included both private equity backed and public companies whose businesses operate in the U.S. and internationally. Kellie is a Certified Public Accountant with a license in Maryland, holds a Bachelor of Science degree from the Robert H. Smith School of Business at the University of Maryland with concentration in Accounting, graduate of The Wharton School Aresty Institute of Executive Education Program. She is a member of AICPA with CGMA designation and MACPA.
Amee Shah serves as the CEO of Artemis Consulting, Inc., a professional services firm offering IT technology solutions and management consulting services to the commercial and public sectors. She has considerable experience in fostering business partnerships and realizing success for her clients while providing IT management, program management, organizational transformation and business process improvements services to public and commercial clients. Ms. Shah has previously worked with IBM and SRA International. She is a Project Management Professional (PMP) with a Bachelor’s degree from Mount Holyoke College, a Master’s degree in International Relations from The American University, and a Masters of Business Administration from the Robert H. Smith School at the University of Maryland. Before joining the AALEAD Advisory Board, she served as the Member of the AALEAD Board of Directors for four years. She is a strong supporter of the Girl Scouts of the National Capital Area, leading and co-leading troops for many years.
Lan Tran is a Board Certified Orthodontist with a practice in Tysons Corner, VA at Novel Smiles. He was born in Vietnam but has grown up in the northern VA area. He attended Thomas Jefferson HS for Science and Tech, The College of William and Mary, and VCU School of Dentistry. He enjoys traveling, mentoring, volunteering, and learning new things. His passion is in understanding why people do what they do and how to maximize human potential. He has traveled to 20 countries, and hopes to reach 100 before all is said and done. He looks forward to bringing energy to AALEAD and making an impact in whatever way he can.
Mr. Rex Wu, Co-Founder of SEAL Foundation (non-profit organization 501c approved) and National Field Director of Premier Financial Alliance (PFA) Inc, went from a Aerospace Engineer to an accomplished entrepreneur and philanthropist. After graduating from Massachusetts Institute of Technology (MIT) with a Masters in Aerospace Engineering and then working as an engineer, Rex was not totally satisfied . He later found his true passion in Premier Financial Alliance after being introduced to the Living Benefits Crusade in 2007. Rex has been a 5-Diamond Million Dollar Club Member since 2008 and recently has earned his 9th diamonds, received the Presidential Rolex Watch, and has been awarded the infinity team MVP consistently from 2008 – 2014. Rex is passionate about educating families the real secrets of money and helping them to achieve their own financial security utilizing different financial vehicles, and give back to the community via his newly found non-profit organization named SEAL Foundation. Rex Wu and his teams have helped thousands of families across the US to build wealth, protect asset, and distribute them in some of the most efficient ways available in the financial services industry. Rex believes everyone can achieve financial independence with the right education and discipline.