Jacqueline Martinez

Jacqueline Martinez

VICE PRESIDENT OF ACQUISITIONS

What are three words people use to describe you?

Thoughtful, calm, loyal

When you are not working, what do you care about most?

My family is what matters most!

What's your MoneyMind®?

Protection

Jacqueline enjoys playing a key role in the entire partnership process: building relationships, performing financial analysis to determine value, and working closely with advisors to develop deal structure and terms. She enjoys collaborating with all disciplines to learn about the work done to improve the lives of clients and advisors. Jacqueline thrives in United Capital’s entrepreneurial environment and is constantly amazed by the energy, passion, and talent that surround her.

In her career, Jacqueline gained analytical and valuation experience through various roles of increasing responsibility and exposure. From participating in bank acquisitions to being the lead analyst for the San Diego division of California Bank & Trust to merger-and-acquisition work for a private equity firm, Jacqueline’s past experiences provide her with a unique lens for analyzing opportunities for United Capital.

Jacqueline graduated from the University of San Diego and holds a bachelor’s degree in business administration and finance.