Jackie Shoback

OWI Ventures
Co-Founder & General Partner
Jackie Shoback

Investing in Identity: Riding the Digital Wave
Tuesday, April 7th, Room One (121)

Shoback is a highly accomplished executive with a deep knowledge of the financial services and consumer retail industries with almost 30 years’ leadership experience. Most recently, Jackie was CEO, Emerging Businesses & Client Experience for Boston Private Financial Holdings, a publicly traded banking and investment management firm.

A skilled veteran of the financial services sector since 2004, she has held senior leadership roles with Fidelity Investments and TIAA-CREF focused on building businesses with strategic growth opportunities, particularly in the high net worth, mass affluent and direct-to-consumer channels. Previous positions include Senior Vice President, Head of Individual & Retail Marketing at TIAA-CREF and Senior Vice President, Head of High Net Worth & Mass Affluent Segments at Fidelity Investments. Prior to that, she was with Staples for 10 years where she held a number of operating roles with P&L responsibility both in the US and internationally, including launching and scaling Staples.com as Head of Operations and Client Experience.

Shoback’s areas of expertise include digital & consumer marketing; retail financial services/wealth management; advice and planning; and multi-channel retail operations. With broad experience developing growth strategies, including diversification into new businesses, marketing and advertising strategies, distribution channels and markets in marquee financial services organizations, she has a record of accomplishment spanning general management, operations, marketing and customer experience strategies.

She received the Boston Business Journals 40 under 40 Award in 2005, a 2014 Clarion Award for TIAA CREF’s Women’s Financial Engagement Program, and is a member of the Wellesley College Alumnae Business Leadership Council. She serves on the Board of Harvard Student Agencies and the Brookline Library Foundation Investment Committee. She is an angel investor and a member of The Massachusetts Women’s Forum.

Jackie received her B.A. in Political Science and Economics from Wellesley College and holds an MBA from Harvard Business School. Shoback resides in Brookline, MA, where she and her husband Andrew enjoy spending time with their two children, Samantha and William.