Jacqueline Martin

Jacqueline Martin

Client Specialist Asset Management @ Thomson Reuters

About Jacqueline Martin

Jacqueline Martin is a Client Specialist in Asset Management with over 20 years of experience in financial market data and technology. She currently works at Refinitiv as a Customer Success Manager - Trading and has a strong focus on supporting the Buy Side Segment, including Investment Analysts and Portfolio Managers.

Work at Thomson Reuters

Jacqueline Martin has held the position of Client Specialist - Asset Management at Thomson Reuters since 2006. In this role, she focuses on serving Growth Accounts within the asset management sector. Her responsibilities include providing support to clients in the Buy Side Segment, which encompasses Investment Analysts, Portfolio Managers, and Traders. This position allows her to leverage her extensive experience in financial market data and technology.

Current Role at Refinitiv

Since 2018, Jacqueline Martin has served as a Customer Success Manager - Trading at Refinitiv in New York, NY. In this role, she has been responsible for ensuring client satisfaction and success within the trading domain. Her experience in financial markets and technology enables her to effectively support clients, focusing on their needs and enhancing their overall experience with the company's services.

Experience in Financial Markets

Jacqueline Martin brings over 20 years of experience in financial market data and technology to her roles. Her career includes significant experience working with Investment Banks, Hedge Funds, and various financial institutions. She specializes in providing pre and post sales support, emphasizing account retention through strong relationship management and project management skills.

Previous Employment at Bridge Information Systems

Prior to her current positions, Jacqueline Martin worked at Bridge Information Systems/Reuters as an Account Manager/Client Support Executive from 1999 to 2001. During her two years in this role in New York, she developed her skills in client support and account management, which have been instrumental in her subsequent career in financial services.

Education and Expertise

Jacqueline Martin studied at Baruch College, where she earned a Bachelor of Business Administration (BBA) in International Business from 1987 to 1994. This educational background has contributed to her understanding of global financial markets and business practices, enhancing her effectiveness in her professional roles.

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