Jacqueline Marshall, Founder & CEO JCM Marketing & Management
Jackie has a background in Economics and Education, as well as extensive experience in strategic planning. She has held leadership positions in corporations and non-profit education organizations. Her professional motto is, “what we do for children makes a difference!”
Jackie is using her education and work experiences to help young people understand the value of long-term investing. She is a strong leader, powerful speaker and skillful teacher and coach. She is determined to help young people gain financial literacy and build generational wealth.
Board of Directors:
Traci Jackson is the Executive Director on the Global Technology Infrastructure team at JPMorgan Chase where she develops and maintains business plans and ensures that IT is delivering cost-competitive services by keeping a “business centric” focus on infrastructure technology. Previously she was a Sourcing & Procurement Services Vice President where she led a team of project managers in developing infrastructure sourcing strategies with internal business units throughout the bank. Prior to joining JPMorgan Chase, Ms. Jackson spent 15 years in the Telecommunications industry where her responsibilities included project management, financial analysis, product marketing and sales. She is a Magna Cum Laude graduate of Spelman College where she earned a bachelor’s degree in Economics. She was the recipient of the Union Pacific Railroad Fellowship from Clark Atlanta University School of Business where she earned a MBA with a Finance concentration.
IT Board Member
Hodges Marshall is a senior, visionary leader with 25 years of experience combining technology, business development and financial management skills to support increased profitability while developing strong teams. He has a track record of success as a CIO and Application, Data, and Enterprise Architecture development. He has held leadership positions at Wells Fargo, First Data, Aetna, Burlington Northern Railroad, and IDS/American Express. Throughout his career he has built and managed multi-million-dollar growth platforms through astute identification of emerging opportunities and disciplined strategic execution. His goal is to always use innovative practices to form strategic alliances that support re-engineering business and technical practices that improve revenue, generate cost savings and improve team dynamics.
Craig Woolridge has over 30 years of financial markets experience, with a particular focus in hedge fund marketing and capital raising. He is currently Strategic Account Executive at Microsoft. Prior to this, he was Head of Marketing and Client Relations for LibertyView Capital Management, a position he held for more than six years. Mr.Woolridge also built an extensive background in credit and fixed income sales. Previous positions include Fixed Income and Credit Specialist for Morgan Stanley’s Wealth Management Team, Senior Vice President and Partner in Cantor Fitzgerald’s Investments Strategies Group, Managing Director in High Yield and Distressed Sales for Blaylock & Partners, and a Director in the Institutional Credit Sales Division at BNP Paribas. Mr.Woolridge graduated cum laude from Morehouse College, where he earned a B.A. in Marketing and Finance. Mr. Woolridge is currently Founder and CEO of Woolridge Consulting Group, LLC where he focuses on capital raising in both the public and private markets for a range of companies across many industries.
Renee Rubens has a strong and varied business development background in media sales across several verticals including financial services, healthcare, legal and payroll services. Having worked with senior level marketing executives at global companies including Fortune 500 organizations, Renee’s particular strength is in understanding the messages that companies need to communicate and developing customized marketing solutions to help them convey their messages to their target audiences.
Ms Rubin has been active on board and recently received a mayoral appointment to the Alternative Compliance Review Committee in Charlotte. Renee is also extremely committed to ensuring that communities of color have their voices heard and their needs addressed when it comes to neighborhood improvement.
Renee is a mom and a Glamma who spends a lot of her free time with her family.
Tracy McDaniel is the Chief Executive Officer (CEO) at Long Island Select Healthcare. Prior to his prior positions, he worked in Sr. Operations for primary care medical practices at Baltimore Medical System and Brooklyn Plaza Medical Centers, Inc.. Previously, was in the insurance industry with the Travelers in its Employee Benefits Division and as an independent insurance broker specializing in employee benefits. He has also worked for NCNB National Bank of Florida, a predecessor to Bank of America, in the Correspondent Banking Division. Mr. McDaniel is the father of one son who is a junior at Vanderbilt University, Nashville, TN, former managed of a little league baseball team in the Harem Little League, and is an active member in his church and the community. Mr. McDaniel has a Bachelor’s Degree in Business Administration with a concentration in Finance from Morehouse College, Atlanta, GA and a Master of Public Health, Columbia University, New York City.
Social Media Advisor
Vida Avery, Ph.D. is a Resource Development Specialist for the Center for Grants Development. While she previously worked closely with nonprofits, faith-and community-based organizations, she now works with educators, schools and school districts. Her professional career spans over 20 years in the educational arena, with 10 of those years in the nonprofit sector, having been a teacher, adjunct professor, program officer at a foundation and a grant writer. Dr. Avery holds a Ph.D. in Educational Policy Studies, with a major in Higher Education and a research concentration in Philanthropy from Georgia State University, a M.Ed. and Ed. S. in Middle Grades Education from Brenau University; and a B.A. in Economics, with a concentration in Business Administration from Spelman College.
Customer Satisfaction Advisor
Lisa Ivory received her undergraduate degree in Communications from Ft. Valley State University. She also received a Masters of Public Policy from Florida A&M University. She began her career working for the State of Florida in Tallahassee overseeing testing and training programs statewide. She later worked as the Assessment & Accountability Manager for Broward County Public Schools, a consultant for Educational Testing Service and currently the State Account Manager for Pearson. Ms. Ivory is a member of Jack & Jill of America, she is married and they have two sons ages 11 and 5 years old.