Jackie Marks

Energizer
DISC Type : I

Chief Financial Officer at Equiniti

New York City Metropolitan Area, United States

Overview

Jackie Marks is a seasoned Chief Financial Officer with a history of driving growth and transformation at global firms like Equiniti, AllianceBernstein, and Condé Nast. She focuses on strategic vision, M&A, and profitable growth, holding a Bachelor of Science from the UCF College of Business.

With significant international experience, Jackie has lived and worked in the United States, London, and Switzerland. This global perspective informs her professional approach and operational strategies across various markets.

She has served on the board as an Audit Chair for Bitcoin Depo, showcasing an interest in the governance of digital assets.

Personality Overview

Full Of Energy

Enthusiastic

Believer

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Financial Transformation
Her career is defined by leading transformation, unlocking savings, and self-funding new investments at companies like Condé Nast and Mercer.
M&A Strategy
Experienced in leading mergers, acquisitions, and divestitures, she has a demonstrated history of enhancing M&A strategy to drive growth.
Global Operations
Having lived and worked in the US, London, and Switzerland, she has a deep understanding of scaling global business solutions.

Media Appearances

Jackie Marks - Equiniti. Featured in Equiniti (official website)

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Jackie Marks - Chief Financial Officer at Equiniti Limited. Featured in The Org

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Work History

5-2025
Chief Financial Officer at Equiniti
1-2024 - 3-2025
Chief Financial Officer at AllianceBernstein
5-2023 - 7-2024
Board Audit Chair at Bitcoin Depot
3-2021 - 3-2023
Chief Financial Officer at Condé Nast
4-2018 - 3-2021
CFO at Mercer

Education

Bachelors of Science from UCF College of Business

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Equiniti
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Insights For Selling To Jackie

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jackie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jackie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jackie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jackie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jackie

Personality Compatibility


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