Since 2019, Rolo Bernardo has been working in Celigo situated 1107, 1107. Rolo Bernardo is a well-qualified Alliances Manager with over 22 years of work experience. According to Rolo's resume and work profile, this professional has worked at more than 11 places with numerous backgrounds and got various skills. Rolo studied at the University of California, Berkeley, Haas School of Business from 1995 to 1997. San Francisco, California is the place where Rolo Bernardo presently lives. You can find this expert's actual contacts through our search.
Name variants:
Rolo Bernardo
Last updated Jun 15, 2024
Contact Information
Workplace
Alliances Manager
San Mateo, CA
Industry
Computer Software, Business Services, Ret Computers/Software, Prepackaged Software Services, Software Services, Computer Sales
Colleagues
Work History
Director, Relationship Management
1050 Enterprise Way, Sunnyvale, CA 94089
Sales & Marketing: Lead sales presenter ranging from enterprise software adoption and launch to cross-sell opportunities. Consistently met or exceeded annual sales and revenue goal. Built co...
Jan 2012 — Apr 2017
Relationship Manager
1050 Enterprise Way, Sunnyvale, CA 94089
Sales Management and Advice Specialist: Managed strategic sales pipeline to identify potential market size, target opportunities, create and develop leads and cultivate prospects. Created an...
2007 — 2011
Senior Account Manager
1050 Enterprise Way, Sunnyvale, CA 94089
Relationship Management: Managed the Financial Engines team and acted as an internal advocate for strategic partners’ through the implementation and deployment of a full suite of advice serv...
2004 — 2006
Communications Manager
1050 Enterprise Way, Sunnyvale, CA 94089
Communications Strategy: Created, managed and executed communication strategies for public and private sector clients to promote online advice service to plan participants.
2002 — 2004
Program Manager 2001 Â 2002
Responsible for the strategic marketing plan to penetrate and deepen relationships with investment advisors using value added programs.
2001 — 2002
Senior Marketing Manager
Created, developed and implemented a multi-channel marketing program to promote the capabilities and solutions of the business unit.
2000 — 2001
Director of Investor Relations
9440 Santa Monica Blvd SUITE 800, Beverly Hills, CA 90210
1992 — 1995
Investment Performance Analyst
1299 Ocean Ave Suite #700, Santa Monica, CA
1991 — 1992
Education
1986 — 1991
Occupations
Executive
Manager
IT Professional
Computer Software Professional
Director
Journalist
Presenter
Government Official
Premier
Sales Specialist
Supplier
Subject Matter Expert
Operations Manager
Software Developers
Government Service Executive
Chief Executive
Services Professional
Sales Representative
Skilled Professional
Skills
Financial Services
Product Management
Vendor Management
Risk Management
Portfolio Management
Mutual Funds
401K
Finance
Retirement Planning
Strategy
Investments
Series 65
401 Retirement Savings Plans
Customer Relationship Management
Project
Capi
Enterprise Software
Software As A Service
Defined Contribution
Investment Management
Leadership
Asset Allocation
Investment Strategies
Analytical Skills
Business Development
Business Relationship Management
Investment Advisory
Strategic Partnerships
Salesforce.com
Cross Functional Team Leadership