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Press Kit

Our vision is for every youth to develop financial literacy skills and begin to build wealth starting at an early age.

The JackieTrust® Story

I have always been interested in how to make my money work for me and recall being frugal with money as a teen. That has continued into adulthood. No one wants bad debt, but avoiding it is an obsession for me. Honestly, I am a bit crazed when my ‘money is funny,’ so I work hard to keep liquid assets.

I truly wish my serious introduction to long-term investing had begun when I was a young child. But, instead of lamenting, I have become diehard committed to helping Generation-XYZ, who we all know will live much longer than their parents, to learn financial literacy skills. Now, they can have sufficient personal wealth to live without having to work for just the basic necessities.

Why we do what we do:

When my nephews were born in 2004 and 2006 I tried to buy the boys meaningful gifts. My definition of responsible gift giving was to give items that had value beyond ripping off the wrapping. I gave books, educational games, a huge backyard teepee, an eco-system, swanky bubble machines, event tickets, and a host of other well-intended gifts.

I was not with the boys to celebrate every special event; but when I was there, it was always a massive overflow of gifts to the point that they sometimes appeared overwhelmed. Inevitably someone would comment on the amount of toys, games clothes, electronics, etc., that the kids received and share their sentiments of how much these boys are loved.

The company JackieTrust® turns simple gifts to young people into a financial education.

How it works:

According to the Federal Reserve less than half of all Americans have money invested and that figure includes stocks, retirement funds, pensions and 401K plans. There are several reasons that include lack of money, knowledge and trust. Millennials, in particular, investing outside their retirement plans do not choose stocks as their first choice, which results in only about twenty five percent (25%) of millenniums having investments in the stock market.

Generation X-ers will only understand the benefits of making smarter money choices if adults teach personal finance skills to them. Since the majority of states do not have any financial literacy requirements for grades PreK-12, most kids lack the necessary knowledge and skills to become financially responsible adults.

While many school systems require a course in Economics there is inadequate attention on developing personal finance skills. We believe that it is best to engage young people early in the stock market because they can learn to use their resources and time to recognize the benefits of long-term investing.

JackieTrust® delivers tangible gifts and age-appropriate books on finance (Stuff) connected to and along with shares of a company’s stock (&Stock), helping to educate youngsters about how every day products can translate into corporate profits and dividends.

Who we are:

A diverse team of leaders and innovators commited to helping future leaders build generational wealth!

Jacqueline Marshall, CEO of JackieTrust®

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. 

Jacqueline Marshall, CEO of JackieTrust®

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. 

Candy Calhoun

Candy Calhoun

Board Secretary

Bio
Candy Calhoun is a  Development Specialist at Girl Scouts of America.  She is aseasoned professional with over 20 years of experience in higher education sales, nonprofit work, recruitment and fundraising. Expert at developing and building relationships. Effective leader and collaborator. Consistent producer of high impact, high quality work that exceeds goals and expectations. Exceptional communicator and efficient organizer. Persuasive influencer with the ability to motivate others to action.
Hodges Marshall

Hodges Marshall

IT Board Member

Bio

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.

Aileen Oliver

Aileen Oliver

Legal Board Member

Bio

Aileen Oliver graduated from Howard University School of Law and has experience as an Assistant States Attorney in Prince George’s County, Maryland. Ms. Oliver was the former in-house counsel with State Farm Insurance Company. She has over 20 years of litigation experience in Child Custody and Support, Children In Need Of Assistance (CINA), Contract, Collections, Criminal and Civil cases. Ms. Oliver is the primary mediator for Family Mediation Works, LLC which assists families in resolving custody, support and marital property disputes without resorting to Court litigation. Her law office assist Maryland and District of Columbia entrepreneurs in setting up new ventures, preparing contracts and agreements and licensing.

Tracy McDaniel

Tracy McDaniel

Operations Advisor

Bio

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.

Bo Williams

Bo Williams

Analytics Advisor

Bio

Bo Williams is a father and husband as well as a portfolio manager, senior credit analyst and investor. Mr. Williams  worked HLC and has served as a work-out/operating partner with special situation investments controlled by Goldman Sachs affiliates. Prior to Goldman, Mr. Williams was a VP of research and new deals for a middle-market CLO manager. Previously, Mr. Williams worked as a credit analyst and help build the fundamental credit/specialty finance business at Marathon Asset Management. Mr. Williams began his career in the M&A investment banking group at Goldman Sachs, later moving to the GS Merchant Bank to focus on private equity investing. Mr. Williams earned a Bachelor of Arts degree in Sociology from Harvard College and also earned a Master of Business Administration degree from Harvard Business School.

DeAndre Calhoun

DeAndre Calhoun

Educator Advisor

Bio

DeAndre Calhoun is a husband and father of two sons.  He is a the Director of Development and Communications at St. Paul’s He has over 15 years of experience in education working in Independent Schools.  Mr. Calhoun previously worked at  Pearson as a Math Specialist, Bentley School as the Middle School Head, Dean of Students and Math Instructor.  He also worked at San Francisco University High Schools and The Westminster Schools in Atlanta, GA. He has completed all course work for his Ed.D in Organization and Leadership at University of San Francisco, and is a founding member of Vanguard, which is a well established mentoring group for boys and young men of African decent attending independent schools in Northern California. Mr. Calhoun graduated from Morehouse College, with a BA in Mathematics, and a ME.D in Math Education from The University of Georgia.

Rosalyn Charles

Rosalyn Charles

Legal Advisor

Bio
Rosalyn Charles is the principal and owner at RC Charles ESQ, a family law firm.  She is an attorney with over 25 years of litigation experience in both the public and private sector.   Ms. Charles also served as the Chief Municipal Judge in Irvington, New Jersey and Assistant Prosecutor/Director of Narcotic Investigations with the Office of the Essex County Prosecutor.  Her firm’s primary focus seeks to resolve issues important and relevant to intra-familial relationships.  She is a graduate of Spelman College and Seton Hall University School of Law.
Traci Jackson

Traci Jackson

Board Chairperson

Bio

Traci Jackson is a Vice President 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.

Vida Avery

Vida Avery

Social Media Advisor

Bio

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.

Lisa Ivory

Lisa Ivory

Customer Satisfaction Advisor

Bio

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.