Richard Bedard Email and Phone Number
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Richard Bedard personal email
Experienced client facing FinTech solutions professional. Finance and MIS graduate from Manning School of Business at UMass Lowell. Master of Science in Business Analytics graduate with a focus in Big Data from Manning School of Business at UMass Lowell.
Addepar
View- Website:
- addepar.com
- Employees:
- 400
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Direct Solutions ConsultantAddepar Mar 2024 - Present
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Project ManagerDynamo Software Jan 2021 - Mar 2024Watertown, Massachusetts, United States-Successfully configure, deliver, and ensure user acceptance of Dynamo Software post-sale, including conversions from Salesforce and other legacy systems, importing data into a relational SQL-based CRM system-Manage 5-10 projects concurrently, including API syncs from our accounting database and customized solutions for clients-Configure visualizations, web design, data visualizations and reporting, user permissioning and SQL based restrictions-Work with product team as Client Services 'champion' for calculated fields, natural language 'validation rules' that follow if-then sequence -
Analyst, Sales EngineeringBny Mellon | Eagle Investment Systems Dec 2019 - Jan 2021Wellesley, Massachusetts, United States- Redesigned several processes in demonstration/trial presale tracking during soft launch of ESG Analytics Application utilizing Excel for execution and Confluence for documentation- Tracked and aggregated global client feedback, enhancement requests and opportunities surrounding application, while using insights to provide recommendations on improvements to demonstration material and delivery- Managed client trial onboarding processes, communicating with several teams to maintain integrity of application permissions -
Business Strategy And OperationsFidelity Investments May 2019 - Dec 2019Boston, Massachusetts-Supported Client Discovery Squad in day to day operations developing client facing MVP from a portfolio allocation tool for Fidelity’s financial advisors, utilized Excel knowledge in addition to business education to assist in eventual launch of product-Utilized agile workplace methods to revamp Young Investors’ group 5 Money Must Presentation and present to Fidelity’s group of 200+ interns and reported out to senior leaders, adopted leadership role within team-Created extremely detailed and dynamic competitive analyses for various squads within the Personal Investing tribe -
Portfolio Risk MonitoringMfs Investment Management May 2018 - May 2019Boston, Massachusetts-Assisted Investment Compliance Team in transition to new Charles River Investment Management System, used MS Office and Adobe Acrobat PDF software to communicate critical information to fellow team members-Performed day to day tasks developing reports to support Investment and Investment Compliance Teams as well as ad hoc requests related to minimizing risk and increasing profitability, multitasking when necessary-Utilized Bloomberg terminal and various investment and compliance software to research and review relevant documents within the Investment Compliance group-Facilitated compliance operations by reviewing and updating established rules to fulfill expectations in new system -
TutorUniversity Of Massachusetts Lowell Mar 2017 - May 2018Lowell, Massachusetts -
CaddyThe Country Club Jun 2016 - Jun 2017Brookline, Massachusetts
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RefereeUsa Hockey Aug 2013 - Jan 2017
Richard Bedard Skills
Richard Bedard Education Details
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Summa Cum Laude
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Summa Cum Laude
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Biotechnology And Intellectual Property
Frequently Asked Questions about Richard Bedard
What company does Richard Bedard work for?
Richard Bedard works for Addepar
What is Richard Bedard's role at the current company?
Richard Bedard's current role is Software Implementations Professional.
What is Richard Bedard's email address?
Richard Bedard's email address is ri****@****dia.net
What schools did Richard Bedard attend?
Richard Bedard attended University Of Massachusetts Lowell, University Of Massachusetts Lowell, Justus Liebig University Giessen, Xaverian Brothers High School.
What skills is Richard Bedard known for?
Richard Bedard has skills like Teamwork, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Powerpoint, Customer Service, Microsoft Word, Research, Quantative Analysis.
Who are Richard Bedard's colleagues?
Richard Bedard's colleagues are Daniel Fajardo, Dheeraj Vats, Molshree Singhal, Rajan Desai, David Meister, Samuel Berkun, Rebeca Torres Ramos.
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Richard Bedard
Corporate Finance Editor/Digital Journalism/Data Visualization/Team Leadership/Excel Mastery/Readership ImprovementNew York, Ny2hotmail.com, money-media.com
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