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Mark Bertolini

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
184 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

The best operators have a relentless focus on leverage, finding ways to multiply their impact rather than just working harder.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

But here's what I see happening in finance teams everywhere.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Brilliant people getting buried in expense management busywork.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

If you think about it, you become a finance leader because you love strategic work.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

modeling scenarios, optimizing capital allocation, finding the insights that actually move the business forward.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

But instead, you're chasing receipts and categorizing transactions.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

It's the opposite of leverage.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

This is exactly why I'm so bullish on what the team at Ramp has built.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Kareem and Eric understood that every minute spent on manual expense management is a minute stolen from high leverage work.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

So they automated all of it.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Automatic categorization, receipt matching, spending controls that actually work.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Check out ramp.com slash invest and see what happens when you eliminate the busy work.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Cards issued by Sutton Bank, member FDIC.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Terms and conditions apply.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

To me, Ridgeline isn't just a software provider, it's a true partner in innovation.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

They're redefining what's possible in asset management technology, helping firms scale faster, operate smarter, and stay ahead of the curve.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

I want to share a real-world example of how they're making a difference.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Let me introduce you to Brian.

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

How would you describe your experience working with Ridgeline?

Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

It's worth reaching out to Ridgeline to see what the unlock can be for your firm.

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