Women in Finance Speaker Series

Consumer Financial Decision Making | Co-sponsored by Wharton Women in Finance

Jacqueline Reses, W’92
Capital Lead, Square Financial Services
October 8, 2020,  4:45- 5:45pm

A person with shoulder-length hair and glasses, smiling with arms crossed, stands in an office setting.

Jackie Reses is the Capital Lead and People Lead for Square. As Capital Lead, Jackie oversees the team working to expand access to funding for small businesses, enabling them to grow and achieve their goals. Square Capital, which has extended over $1 billion in advances, applies innovative machine learning models to inform underwriting decisions, manage risk, and ultimately extend the right loan amounts to qualified sellers. As People Lead, she also oversees all human resources, recruiting, and culture programs. Jackie joined Square in October 2015 and brings over 20 years of financial and leadership experience to her roles and a personal passion to help transform the economy through the foundational support of small business.

Prior to Square, Jackie was the Chief Development Officer for Yahoo. In this role, Jackie focused on developing revenue and product partnerships ($1 billion+ annual revenue), strategic acquisitions (M&A), and significant corporate and tax transactions, as well as the operational and people transformation of Yahoo.

Jackie was named one of Crain’s New York Business’ “Most Influential Women,” and was one of Dealmaker magazine’s “Dealmakers of the Year.

Careers in Risk Management and Deriving Value from Corporate Affinity Groups | Co-sponsored by Wharton Women

Kate Wood, WG’15
Managing Director, Goldman Sachs
November 4, 2020, 5:00 – 5:45pm

A headshot of a person with long brown hair, wearing a dark shirt, silver earrings, and a necklace, smiling against a dark background.

Kate leads the Credit Risk Analytics & Reporting practice in Risk Engineering. Previously, she managed the Analytics & Reporting team within Credit Risk. Kate joined Goldman Sachs as an analyst in 2008 and was named managing director in 2017. Kate serves as a trustee of Western Reserve Academy. She earned a BA in Finance Boston University and an MBA from the Wharton School of the University of Pennsylvania.

During her decade-long tenure at Goldman Sachs, Kate has been heavily involved in women’s affinity groups. She has greatly benefitted from these groups through mentorship and career-development opportunities. During our discussion with Kate, we will work to understand how, at the age and experience level of Wharton students, we can be allies in uplifting women and other underrepresented groups in the workplace.