Listen "Democratizing Wealth and Legacy Building"
Episode Synopsis
In this episode of Uplifting Conversations, Toussaint chats with Jacqueline "JaQ" Campbell, Alexander Legacy Private Wealth President, CEO, Senior Wealth Advisor and Legacy Lessons podcast host, about legacy and wealth building, particularly for underserved communities.Jacqueline’s professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management.Jacqueline also served as head of the diverse advisor engagement program for Chase Wealth Management. Her assignment included engaging senior leadership support for gender and ethnically diverse advisors, creating leadership forums, developing feedback channels between the field and management, and providing opportunities for mentoring advisors. She was also responsible for cross functional programmatic relief to ensure sourcing, hiring, development, growth and retention of diverse advisors.Jaq’s passion for the community extends to her service on multiple boards and organizations that focus on driving impact around diversity and inclusion and financial independence. She has worked closely with organizations and business resource groups, such as Year Up, Financial Services Pipeline, LoveJoy Special Needs Center, amongst many other volunteer efforts targeting churches, sororities, and other community organizations.Jaq holds her Bachelor’s Degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University.She also holds her Series 4, 7, 24, 53, 63 & 65 securities registrations.LinkedIn: https://www.linkedin.com/in/jaqcampbell/Website: https://www.alprivatewealth.com/Legacy Lessons Podcast: https://www.jaqperience.com/podcast
More episodes of the podcast Uplifting Conversations, The Impact Engagement Podcast
Meet the Women Powering Uplifting Capital
28/03/2024
Investing in the Future of Food
06/11/2023
Quick Reflects: Equitable Venture Funding
06/06/2023
Revolutionizing EV Charging with a SPARK
27/06/2023
Changing Hats to Fight Climate Change
04/04/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.