Bernadette Kelly

Bernadette Kelly is the Partner Marketing Manager at Vestwell, a role she has held since August 2021. In this position, she focuses on developing and executing marketing strategies that enhance partnerships and promote Vestwell's innovative workplace savings solutions. Her responsibilities include creating engaging content and organizing events to boost brand awareness among financial professionals and advisors.12

Background and Experience

• Previous Roles: Before joining Vestwell, Bernadette managed partnerships at BLADE, where she successfully increased portfolio value and maintained a high renewal rate. She has also worked in various roles including office management and UX consulting, showcasing a diverse skill set that spans client relations, project management, and technical skills acquired during her training as a Full Stack Developer.13

• Education: Bernadette holds a Bachelor of Arts in Communication and Media Studies from Fordham University, which has contributed to her strong foundation in marketing communications.15

Skills

Her expertise includes:

• Marketing Communications
• Partnership Management
• Project Management
• User Experience (UX) Research
• Technical Skills: Proficient in HTML, CSS, and various project management tools like Asana and Notion.34

Bernadette Kelly's combination of marketing acumen and technical knowledge positions her as a valuable asset in the financial services industry, particularly in modern retirement planning initiatives at Vestwell.