Jacqueline (Jackie) Shoback is a Co-founder and Managing Director at OWI Ventures, a digital identity-focused venture capital firm. Key themes for investment include cybersecurity, fraud identification & prevention, master data management, and identity verification as a service. Previously, Jackie was a c-suite leader and entrepreneur with deep financial services and multi-channel consumer retail experience both in the US and internationally. She has a proven track record as an operating and divisional CEO, having led businesses ranging from startup to over $1 billion in revenue. She has both operating and board-level experience in driving scale & profitability, digitization of operations, digital channel growth, risk management, online marketing, and customer data analytics. She has particular expertise in fintech, payments, risk management and has provided oversight on successfully meeting CCPA, GDPR, and other privacy regulation requirements.
Jackie was most recently Executive Vice President & Chief Marketing Officer of Boston Private Financial Holdings (Nasdaq:BPFH), reporting to the CEO. She previously was CEO of Emerging Business and Client Experience responsible for all technology, operations, marketing, and new business partnerships & strategies. She was a director of the Boston Private Bank Board, a member of the Executive Loan Committee, Asset & Liability Management Committee and a member of the company’s Executive Leadership Team.
Prior to her 5 years at Boston Private, she served as Senior Vice President & Head of Individual and Retail Marketing at TIAA-CREF where she built and scaled their wealth management and mass affluent offering and launched their de novo digital bank. Earlier, she was Senior Vice President, Head of High Net Worth and Mass Affluent business segments at Fidelity Investments. At Fidelity, she held various senior leadership positions in distribution, marketing and operations including Head of National Sales and Service.
Prior to Fidelity, Jackie was with Staples for 10 years, joining shortly after their IPO and during a period of tremendous expansion. She held a number of leadership and general manager positions driving significant growth. As Head of Operations and Customer Experience, she helped launch and build Staples’ digital business – Staples.com – to $1 billion in revenue within several years.
Jackie currently is a non-executive director on the board of CUNA Mutual Group where she serves on the Audit and Compensation Committees. She is also on the board the Nominating Committee of Harvard University’s Harvard Student Agencies, a collection of 8 student run entrepreneurial businesses. She is an angel investor and has previously served on the board of advisors of several start-up companies including ByAllAccounts (acquired by Morningstar), KnownBuy, and CampusTech. She is also active as a director on non-profit boards. She was recently recognized as a 2019 Most Influential Board Director, WomenInc.
Jackie was honored by being named to the Boston Business Journal’s 40 under 40 List in 2005. Her work on creating TIAA CREF’s Women’s Financial Engagement Program was recognized with a 2014 Clarion Award. She is also a member of the NACD, WCD, and the Massachusetts Women’s Forum and International Women’s Forum.
Jackie graduated cum laude from Wellesley College and with an MBA with honors from Harvard Business School.
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