Jason Haspel

Head of Customer Success, Wealth Management- East Region

Jason Haspel is a eficient professional, who works in Thomson Reuters as a Customer Success Manager since 2016. This person has earned professional experience in more than ten positions at different companies. Jason Haspel went to the Pennsylvania State University College of Communications and got education from 1997 to 2001. New York, New York is the area, where this expert was known to be living. This person's e-mail and phone are accessed through this website by request.
Name variants:
Jayson Haspel, Jay Haspel
Last updated May 18, 2024

Contact Information

Last Update
Jul 8, 2022
Email
ja**@gmail.com, ja**@hotmail.com, ja**@mail.com
Location
New York, NY
Company
Thomson Reuters

Workplace

Customer Success Manager

Work History

Customer Success Manager

Manage the assigned portfolio of a high-value global customer segment to deepen existing relationships further and enhance the exposure of the company’s products and services. Serve as a res...
Jul 2016 — Dec 2018

Head of Customer Success, Wealth Management- East Region

from Dec 2018

Client Specialist, Global Accounts

Analyze own clients' current usage of Thomson Reuters products and suggest "best practices." Act as primary conduit for bringing client feedback and enhancement/data requests to the segmen...
Sep 2011 — Jun 2016

Senior Knowledge Network Specialist

3 Times Sq, New York, NY 10036
Deliver world-class, next generation virtual instructor-led modules and courseware based on clients' workflow and business requirements. Support campaigns and training activities to the be...
Oct 2010 — Aug 2011

Senior Client Training Executive

3 Times Sq, New York, NY 10036
· Continuously develop strong relationships with both end-users as well as market data personnel to ensure client retention · Manage assigned client training activities by identifying and ...
Jun 2009 — Oct 2010

Client Training Executive

3 Times Sq, New York, NY 10036
Train clients on multiple financial software packages including Reuters Plus and Reuters 3000 Xtra Ensure that all users are deriving maximum benefit from financial applications Communica...
Jan 2006 — Jun 2009

Client Support Analyst

Educated clients on more effective ways to utilize our financial research products Provided first level client and technical support for all customers Taught fellow colleagues on Baseline...
Mar 2004 — Jan 2006

Account Executive

570 Elmont Rd, Elmont, NY 11003
Assessed client needs, suggested various new approaches, and guided on building brand awareness. Established and maintained existing accounts through building relationships while uncovering ...
Oct 2002 — Dec 2003

Technical Assistant To First Vice President Jack Habif

1585 Broadway, New York, NY 10003
Provided technical assistance to the VP Investments and guided on investment opportunities. Organized and participated in retirement readiness workshops, and suggested ways to convert retire...
May 2002 — Aug 2002

Account Specialist

420 Montgomery St, San Francisco, CA 94129
Established and maintained high-value, sustainable, and profitable customer accounts through relationship building and effective sales techniques. Approached potential customers meaningfully...
Jul 2001 — Feb 2002

Occupations

Executive
Manager
Engineer
Customer Service
Sales Specialist
Client Service Officer
Advisor
Managers
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Training
Management
Leadership
Financial Markets
Wealth Management
Trading Systems
Market Data
Equities
Salesforce.com
New Business Development
Siebel
Analysis
Portfolio Management
Sales
Customer Service
Coaching
Electronic Trading
Vendor Management
Account Management
Microsoft Office
Powerpoint
Social Media
Customer Relations
Word
Customer Relationship Management
Business Development
Financial Services

FAQs about Jason Haspel

What's the main profession of Jason Haspel?

This professional's job is Head of Customer Success, Wealth Management- East Region

What are the main profession of This expert?

These person's professions are Executive and Manager

Where does Jason Haspel live?

New York, New York is the place where Jason Haspel currently lives

Does Jason have the email address?

ja**@gmail.com and ja**@hotmail.com is Jason Haspel's email address.

Where did Jason Haspel work?

This person worked at Thomson Reuters, Refinitiv.

Where has Jason Haspel studied?

Jason studied at the Pennsylvania State University College of Communications from 1997 to 2001.

Are there any special industries Jason Haspel is connected to?

Jason works in Financial Services industry.

Are there any skills, that Jason Haspel has?

This person has skills in the following areas: Training, Management, Leadership, Financial Markets, Wealth Management, Trading Systems, Market Data, Equities, Salesforce.com, New Business Development, and Siebel.
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