Emilio Bardini
Hanover,MA
Summary
Driven Relationship Manager focused on initiating and cultivating opportunities with new and prospective clients, as well as building and maintaining relationships with clients and strategic contacts. Outgoing and ambitious professional with 10+ years' experience in B2B Tech and Wealth Management services.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Relationship Manager
Civic Financial
09.2023 - Current
- Spearhead business development efforts for a wealth management firm, cultivating strategic client relationships and sourcing high-value prospects.
- Collaborate with internal teams to deliver holistic financial solutions, leveraging series 7, 63, and insurance licenses to support client needs.
Senior Account Executive
Midaxo
2022 - 2023
- Managed acquisition sales in East Coast and Canada, closed multi-instance license within 6 weeks, pioneering a new pricing structure.
- Led product demos and ROI-driven presentations, tailoring enterprise SaaS solutions and M&A and deal teams.
Account Manager
Proof (Formerly Notarize)
2021 - 2022
- Achieved 153% to Plan in Q1 2022 and 126% to annual quota.
- Represented company at NADA Las Vegas as a strategic brand ambassador.
- Managed portfolio of 140+ accounts across verticals, maintaining a high renewal and upsell rate.
Franchise Account Executive
CarGurus
2016 - 2021
- Generated and retained 2.5M+ in annual recurring revenue.
- FY2019: 116% to yearly quota, FY2018: 101% to yearly quota.
- Closed some of the largest Franchise and enterprise-level deals in the Northeast alongside Field Sales Director.
- Specialized in product demos, performance analysis and negotiations.
Account Executive
Turbonomic
2013 - 2016
- Ranked #6 of 30 AEs in 2015 and #5 of 50 AEs in 2016 for revenue closed.
- Identified technical needs and business impact through strategic prospecting and demos.
Education
Business
Saint Anselm College
Skills
- Sales & Business Development: Prospecting, Networking, Enterprise Sales, Solution Selling, Strategic Partnerships, Account Management
- Financial Services: Client Advisory and Planning, Equity Portfolios, Alternative Investments, Private Investments, Estate Planning, Retirement Planning, Insurance Solutions
- Tools and Tech: Salesforce CRM, ZoomInfo, Sales Reporting
Certification
- Securities: Series 7, Series 63
- Insurance: Life + Health + Accidental
- Sandler Sales Training Certified
Timeline
Relationship Manager
Civic Financial
09.2023 - Current
Senior Account Executive
Midaxo
2022 - 2023
Account Manager
Proof (Formerly Notarize)
2021 - 2022
Franchise Account Executive
CarGurus
2016 - 2021
Account Executive
Turbonomic
2013 - 2016
Business
Saint Anselm College