Experience
Jackie spent nearly 20 years in international investment banking at leading global financial firms. She spent her early years at Salomon Brothers in international fixed income and capital markets roles in New York and London, and then served as Vice-President at J.P. Morgan Emerging Markets based in New York, London and Hong Kong. Jackie became a Managing Director at Barclays Capital in Hong Kong running Sales and Research for the Asia-Pacific region. After returning to New York, Jackie was one of the original founders of The Rohatyn Group, a leading Emerging Markets hedge fund. She co-ran marketing and helped develop TRG from start-up to a successful investment firm with over $2 billion in assets under management.
Subsequently, Jackie worked with entrepreneurs, in a coaching and consulting capacity, to accelerate their business start-up, involving all facets of business development, financing, sales and marketing from ‘concept’ to ‘launch’. She has a strong track record of creating a vision, designing and implementing competitive business strategies and developing projects from ideas into successful businesses.
Jackie brings deep expertise in international financial markets and complex institutions, senior executive leadership, and business development, and a proven ability to identify and leverage ideas, talent, and relationships.
As a coach, Jackie has also developed a strong practice working with multi generational ultra high net worth families and their businesses. She has a distinct capacity to quickly build trust and credibility with some of the most discerning and complex families, which requires a rare combination of hard and soft skills, including a deep business acumen coupled with a nuanced understanding of family system dynamics.
Jackie’s coaching focus is on the most senior leaders running complex organizations and complex family businesses.
Education, Qualifications, Professional Memberships
• Training in Executive Coaching, Columbia Business School and Columbia Teachers College
• M.A., Johns Hopkins School of Advanced International Studies (SAIS), Washington D.C.
• B.A. University of California, San Diego, in Political Science
• Hogan Certified