Richard Bedard Email & Phone Number

Watertown, 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

Wellesley, 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

Boston, 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

Boston, 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

Lowell, Massachusetts

Brookline, Massachusetts

Master Of Science - Ms, Business Analytics, Summa Cum Laude

Concentration: Big Data

Bachelor Of Science In Business Administration (B.S.B.A.), Finance, Management Information Systems, Summa Cum Laude

Activities and Societies: Club Hockey (Treasurer), Manning Consulting GroupMinor in Mathematics, Honors College Graduate

Study Abroad, Biotechnology And Intellectual Property

Education record