The Early Years
Many have asked, “How did the little girl who grew up in a 2-bedroom mobile home in rural Alabama with livestock in the backyard make it to the Big Apple, let alone the Big Board?”
I had no precedence for the work as no one in my immediate circle talked about or discussed stocks, or even money for the most part. But what I did see growing up were a lot of hard-working people. I believe that my story illustrates that your circumstances, identity, socioeconomic status, and social capital do not determine your outcome.
Being young and watching my family experience financial hardships shaped my philosophy on money management. My upbringing was a stark contrast to my career working at the New York Stock Exchange – the premier and largest global exchange where buyers and sellers come together to trade shares of public companies.
At the age of 21, I graduated with my B.S. in finance from Tuskegee University (a historically black college and university), left my Southern roots and made my mark on Wall Street.
On Wall Street
My five years at the NYSE were my first foray into financial markets and served as a launchpad for the rewarding and impactful work that I do today. My 20-year career journey has spanned multiple industries from public to private equity, non-profit leadership and venture capital. An investor by trade, I have dedicated my life to investing in not only marketable securities and assets, but also underserved people and places.
My first week reporting to the NYSE was the week of 9/11. In fact I had been in the Twin Towers the morning of 9/11. The World Trade Center was my train stop. As I prepared myself for work that morning, I had no idea that I would witness a hijacked plane fly over my head and explode into the World Trade Center (Southern building). Everyday thereafter whenever I walked through ground zero I lived with a constant reminder to cherish life, make every day count and seize moments.
In 2006 I chose to leave the Exchange to pursue an MBA and two years later found myself graduating from business school in the midst of the 2008 financial crisis. Although I secured a well-paying job in investment management, 9-months later I underwent a restructure and lost my job. While thousands of others across the globe were enduring something similar… after shattering glass ceilings and becoming a historical first it was a humbling experience.
Current Work
With 20 years of Wall Street and nonprofit experience, I deliver solid results in operations, strategy, and fundraising. In my first two years, I helped ACE secure its largest seven figure individual and corporate grants, respectively.
Prior to joining Zane Venture Fund and ACE, I was Vice President, Corporate Partnerships at Points of Light in Atlanta and Senior Director of Alternative Investments for Sponsors for Educational Opportunity in New York City. I also served as Interim Executive Director and Director of Finance for a Kaplan Higher Education college in Maryland, a Private Client Manager at US Trust and a New York Stock Exchange (NYSE) Equity Trader for Merrill Lynch.
I staunchly believe that representation matters and in inspiring the next generation of leaders, especially young women of color who might see themselves in me. I am a walking example of how access, hard-work and tenacity can dramatically shift the trajectory of a person’s life.
As I think about personal legacy, I know that success does not equal significance. For five years, I led an alternative investment fellowship program in NYC to ensure others gained access to the industry. Today, supporting traditionally overlooked small business owners and entrepreneurs with innovative ideas is core to my work. Going forward I will continue to share my gifts and talents in a meaningful way to help create collective prosperity, democratize access to capital and expand opportunities.
Key Accomplishments and Activities
In 2004, I was promoted to become the first African-American female broker on the floor of the New York Stock Exchange for Merrill Lynch in its entire history.
Key Awards and Achievements
Atlanta Business Chronicle 2022 Women of Influence Honoree
Pioneer Award - Atlanta Tuskegee Alumni Club, Inc. (2019)
Atlanta Woman of Distinction - The March of Dimes of Georgia (2018)
Highlights and Affiliations
GoATL Economic Inclusion Investment Committee
Leadership Council - Junior Achievement of Georgia
Black Executive Leadership Team Community Advisory Council - Bank of America
Advisory Board Member - Zane Venture Fund
Wisdom Fund Collaborative - Cnote Women Entrepreneurs
Member - The GA Social Impact Collaborative (GSIC) CDFI Task Force
2017 Fellow - Atlanta New Leaders Council
Member - Delta Sigma Theta Sorority Inc.
Volunteer Involvement Program (VIP) - United Way of Greater Atlanta
Women’s Diversity Workstream - National Association of Investment Co./American Investment Council
Graduate – Real Estate Associate Program (REAP), NYC - 2006
Education
B.S. Finance
Tuskegee University
2001
M.B.A.
University of North Carolina, Kenan-Flagler Business School
2008
Professional Skills
COMMUNICATION AND PRESENTATION SPECIALIST
Extensive professional experience communicating sophisticated and innovative concepts to myriad audiences
EFFECTIVE MANAGER OF PEOPLE, PROCESSES, AND RELATIONSHIPS
Proven success in motivating, leading and supervising teams while appropriately communicating progress to senior management; Successfully planned, budgeted, and executed conferences, fund-raising campaigns
Cultivate extensive networks in the finance and non-profit communities which ultimately benefit bottom line
FINANCE AND OPERATIONS EXPERT
Successful careers across sales & trading, capital markets (leveraged finance) and wealth management
STRATEGIC THINKER
Leverage qualitative and analytical skills to produce innovative solutions, improve outcomes, and solve business challenges
