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  • The Trident

Fearless in Finance With 2025 Woman of Achievement Jacqueline Reses, Pennsylvania

April 1, 2025
Podcast

EPISODE SUMMARY

In this episode, we sit down with one of our 2025 Women of Achievement, Jacqueline Reses, Pennsylvania. Jackie is a powerhouse in business, finance and innovation. She’s led major financial institutions, is a pioneer in fintech and is the co-author of a guide to help small business owners. As the chair, CEO and co-founder of Lead Bank, Jackie is redefining banking for today’s digital age. Join us as we dive into her career, her Tri Delta experience and the advice she has for all women looking to take charge of their voices!

EPISODE NOTES

Jackie shares how her time at in the Tri Delta chapter at the University of Pennsylvania shaped her leadership journey, giving her a lifelong network of strong, ambitious and fun women who continue to inspire her. We’ll dive into her impressive career—from lessons learned at Goldman Sachs to leading Square and now running her own company. She gets real about the challenges she’s faced, how she tackles setbacks (spoiler: hope is not a strategy!), and why women should always put themselves in the game, especially in finance. Jackie also reflects on the meaning of the Women of Achievement honor and why giving back isn’t just a side project—it’s a way of life. Plus, you won’t want to miss her surprising hidden talent and her refreshingly honest take on work-life balance!

Timestamps:

1:46 – Penn: The Holy Grail 
3:15 – Tri Delta women, fun and incredibly smart 
5:48 – Building more purposeful lives 
8:12 – Making the decision to work for Goldman Sachs 
9:47 – Transitioning to tech at Yahoo! and Square 
11:38 – A career that built to owning her own business 
12:58 – Hope isn’t a strategy 
14:11 – “Be true to who you are” 
16:32 – Advice for young women in finance 
18:51 – “I don’t try to find balance” 
24:05 – Being named a 2025 Woman of Achievement 
26:03 – Making sure philanthropy isn’t performative 
28:47 – The apps Jackie can’t live without 
30:53 – The unexpected skill Jackie and Mindy share 
32:00 – What’s next for Jackie’s life and career?
 

Click here for a transcript of this episode.

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