Professional Overview

Jacki Zehner is a seasoned executive and founder, currently based in Park City, Utah, United States. Her current role encompasses leading investments and engagement at Uplevyl, founding and managing SheMoney, and presiding over The Jacquelyn and Gregory Zehner Foundation. Her key expertise areas include finance, investment, and philanthropy, with a focus on empowering women and promoting social impact.

Experience Summary

Current Role

As the Lead Investor and Chief Engagement Officer at Uplevyl, Jacki Zehner oversees investment strategies and stakeholder engagement. At SheMoney, she pioneers financial literacy and empowerment for women. As President of The Jacquelyn and Gregory Zehner Foundation, she spearheads philanthropic efforts, driving social change and community development. Her current positions underscore her commitment to leveraging finance for social good and fostering inclusive economic growth.

Career Progression

Jacki Zehner's career trajectory is marked by notable roles, including Co-Founder of Women Moving Millions, Founding Partner at Circle Financial Group, and Partner and Managing Director at Goldman Sachs. These positions have contributed to her expertise in financial management, investment, and social impact, demonstrating a career marked by leadership, innovation, and a commitment to social responsibility.

Areas of Expertise

Jacki Zehner's areas of expertise include financial analysis, investment strategy, philanthropic management, and leadership development. Her technical competencies encompass financial modeling, risk management, and portfolio optimization. As a leader, she excels in team management, strategic planning, and stakeholder engagement, fostering collaborative environments that drive social and financial returns.

Professional Impact

Throughout her career, Jacki Zehner has been instrumental in several notable projects and initiatives, particularly in the realms of women's empowerment and social impact investing. Her work has contributed significantly to industry discussions on gender equality, financial inclusion, and sustainable investing. While specific metrics of her achievements are not detailed, her dedication to creating lasting social impact is evident through her foundational work and current undertakings.

Conclusion

In conclusion, Jacki Zehner's professional trajectory is characterized by a blend of financial acumen, social consciousness, and leadership prowess. Currently, her focus is on advancing social impact through her roles at Uplevyl, SheMoney, and The Jacquelyn and Gregory Zehner Foundation. Her value proposition lies in her ability to bridge financial expertise with social responsibility, offering a unique perspective that can inform and inspire meaningful change in the industries she serves.