Danielle Sammer
Customer Success Management | LSEG Risk Intelligence at Refinitiv, an LSEG business | Denver Metropolitan Area
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Danielle Sammer is a dedicated Customer Success Management professional at Refinitiv, an LSEG business, where she plays a pivotal role in enhancing client engagement within the Risk Intelligence division. Leveraging her extensive expertise in B2B relationship management, Danielle serves as the primary trusted advisor for some of the organization’s most strategic global clients. Her deep understanding of risk management solutions enables her to tailor strategies that align with clients’ unique needs, fostering long-term partnerships built on trust, loyalty, and mutual success.
In her current role, Danielle focuses on guiding clients through complex investment and risk management landscapes, ensuring they derive maximum value from Refinitiv’s sophisticated data and analytics platforms. She actively collaborates with clients to develop customized risk mitigation strategies, optimize their use of Refinitiv’s tools, and identify opportunities for up-selling and expanding service adoption. Her proactive approach to customer engagement not only drives retention but also enhances overall customer satisfaction, positioning her as a key driver of client success.
Danielle’s expertise extends beyond relationship management; she is adept at mentoring internal teams to deliver exceptional customer experiences and foster a customer-centric culture. Her strategic insights and ability to build strong, lasting relationships make her an invaluable asset to Refinitiv’s mission of providing innovative risk intelligence solutions. Through her dedication, Danielle continues to strengthen the company’s reputation as a trusted partner in the financial services and risk management sectors, ensuring clients achieve their strategic objectives while maximizing the value of their investments.
Customer Success Management | LSEG Risk Intelligence at Refinitiv, an LSEG business in January 2022 to Present
Customer Success Manager at The Reserve Trust Company in November 2021 to January 2022
Relationship Manager- Trusted Client Advisor at E*TRADE Advisor Services in April 2016 to November 2021
Executive Sales Support- Customer Success/Training Specialist at Curian Capital in January 2013 to March 2016
Outbound Resolution Specialist at Curian Capital in January 2012 to January 2013
Retirement Education Specialist- Customer Success Specialist at J.P. Morgan in April 2009 to December 2011
Client Services Representative at Jackson National Life in November 2006 to April 2009
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Southern New Hampshire University, Bachelor's degree, July 2026
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Lead Generation
Customer Product Training
Customer Success
Business-to-Business (B2B)
Business Relationship Management
Retirement Planning
Investments
Mutual Funds
Financial Services
Sales
Securities
Finance
Financial Planning
Financial Analysis
Asset Management
Wealth Management
Strategic Financial Planning
Risk Management
Cash Management
Investment Advisory
Customer Satisfaction
Sales Operations
Investment Strategies
Customer Engagement
Customer Relationship Management (CRM)
Customer Retention
Account Management
Customer Experience
Strategic Planning
Troubleshooting
Salesforce.com
Microsoft Excel
Outlook
Customer Service
Superior Client Service
Relationship Management
Relationship Building
Leadership
Employee Training
Mentoring
Qualified Retirement Plans
Retirement
Investment Advisory Services
Process Improvement
Information Technology Training
Cross-team Collaboration
Business Efficiency
Training Facilitation
Up-selling
Channel Account Management
ROI
Customer Onboarding
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Discover more about Refinitiv, an LSEG businessWhat is Danielle Sammer email address?
Email Danielle Sammer at [email protected] and [email protected]. This email is the most updated Danielle Sammer's email found in 2026.
How to contact Danielle Sammer?
To contact Danielle Sammer send an email to [email protected] or [email protected]. (updated on January 10, 2025)
What company does Danielle Sammer work for?
Danielle Sammer works for Refinitiv, an LSEG business
What is Danielle Sammer's role at Refinitiv, an LSEG business?
Danielle Sammer is Customer Success Management | LSEG Risk Intelligence
What is Danielle Sammer's Phone Number?
Danielle Sammer's phone (**) *** *** 352
What industry does Danielle Sammer work in?
Danielle Sammer works in the Financial Services industry.
Danielle Sammer Email Addresses
Danielle Sammer Phone Numbers
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