Robert Breault Email & Phone Number

Burlington, Ma, Us

Burlington, Ma, Us

Austin, Texas, Us

-Acted as the CX SPM specialist for the suite of solutions supporting the field Sales Executives and manage the engagement team.-Performed as a key thought leader in Sales Performance Management, researching trends, participating in community events, building a strong network and driving social media communications.-Developed and delivered high quality standard Oracle presentations and demonstrations typically at VP level and above including executive board.-Presented and articulated advanced business solutions tied to future direction and overall Oracle solutions.-Set innovative product direction and create cutting edge demonstrations for key customers and industries.-Designed, validated, and presented Oracle software solutions to include advanced product concepts, future direction, and 3rd party complimentary products.-Developed and managed reference sites through high quality technical, professional client relationships.-Expert in demonstration solutions, matching customer needs to solutions, and understanding the technical flow of data in the cloud.-Deep understanding of cloud technologies, deployment models, and solution value for managing incentives, territory management and quota management.

Burlington, Ma, Us

-Worked with Clients, internal Charles River colleagues, and network vendor(s) to perform the following service-related functions: -Requirements solicitation, Design, and provisioning of FIX Order Flow-Testing and certification-Go-live implementation-On-going changes and enhancements-Problem troubleshooting, support, and resolution -Occasional pre-sales support-Escalation point for FIX Support (Level 1) Support Desk-Worked with vendors as partners to deliver a tightly integrated, seamless service to Charles River Network Clients-Participated in the development, on-going refinement, and continuous process improvement of all operational support procedures essential to the cost-effective delivery of network services.-Participation in the investigation, implementation, and operation of 3rd party tools to enhance/improve, automate, and streamline the delivery of network services.

Burlington, Ma, Us

-Working with Clients, internal Charles River colleagues, and network vendor(s) to perform the following service-related functions:-Requirements solicitation, Design, and provisioning of FIX Order FlowTesting and certificationGo-live implementationOn-going changes and enhancements-Problem troubleshooting, support, and resolution-Occasional pre-sales support-Escalation point for FIX Support (Level 1) Support Desk-Working with vendors as partners to deliver a tightly integrated, seamless service to Charles River Network Clients-Participation in the development and on-going refinement, enhancement and continuous process improvement of all operational support procedures essential to the cost-effective delivery of network services.-Participation in the investigation, implementation, and operation of 3rd party tools to enhance/improve, automate, and streamline the delivery of network services.

Portsmouth, Nh, Us

- Serve as a trader as needed and provide traders with relevant security and market information in a timely manner.-Provide support to the Portfolio Management team by generating ad hoc reports, resolving discrepancies, and providing insight to trading operations.-Maintain the OMS database including but not limited to creating new brokers, settlement instructions, and fix connections.-Evaluate existing trading procedures and systems for possible inefficiencies and/or automation of manual tasks on an on-going basis.-Monitor and resolve any failing trades in a timely manner.

Boston, Ma, Us

Contracted through Veritude (Fidelity Internal Staffing Agency)- Calculated, reviewed, and proofed critical performance information in shareholder reports including fund and benchmark returns, 10Kcharts, and peer group information.- Responsible for the performance data of the annual and semi-annual reports, prospectuses, and shareholder updates.- Assisted in the production and distribution of related shareholder reporting materials by using internal reporting tools to gather, interpert,and summarize data.-Participated in other reporting including standard internal, ad-hoc, and regulatory reporting assignments as needed.- Assisted with highly visible Board of Trustees’ fund review presentations.-Completed multiple User Acceptance Tests to verify ongoing pojects including but not limited to database changes, new blendbenchmarks compositions, and benchmark relationships.

Boston, Massachusetts, Us

-Calculated the Net Asset Value per share assigned for over 30 funds including Domestic & Foreign Equities, Term Loan, Fixed income, & Fund of Funds while resolving any discrepancies including but not limited to portfolio share breaks, adjusted market value breaks, and cash position differences -Created and maintained a nightly pricing report which tracks day to day performance of fair valued securities and stale prices-Researched and verified all corporate actions to the funds including but not limited to mergers, acquisitions, name changes, rights issues, warrants, and stock splits along with verifying the impacts to the funds-Maintained records relating to the daily pricing of over 30 funds which includes broker quotes, fair value situations, manual overrides, and vendor inquiries-Assisted in the review of daily work completed by other individuals within the group-Served as a resource for questions in regards to calculating daily NAVs for funds, income differences, and general procedure inquiries

Boston, Massachusetts, Us

-Calculated the Net Asset Value per share assigned, determining dividend and distribution rates, as required for 40 funds including but not limited to International & Domestic Equities,Fixed Income,Term Loan, and Derivatives -Reconciled cash and/or fund share transactions, resolving discrepancies with transfer agent's and custodian's records-Accounted for all daily activity (purchases, sales, income accruals, etc.) in an accurate and timely manner, and maintain all required controls to ensure overall accuracy-Produced and verify financial statements or trust reports and/or Schedule D's or daily NAV reporting and/or pricing-Maintained monthly supporting schedules for all outstanding items, as well as other records required for fund audits, as required. -Prepared monthly accounting control reports reconciliation such as trade blotters, dividend verification, share positions, daily income, etc. -Provided information needed to prepare financial reports for shareholder, director and management reports, in an accurate and timely manner-Reviewed security pricing information for accuracy and completion, along with all fund activity for reasonableness and research exceptions-Researched and verified all corporate actions to the funds including but not limited to mergers, acquisitions, name changes, rights issues, warrants, and stock splits

Manchester, Nh, Us

-Responsible for the oversight of $1 million in assets and adhering to the Budget and Finance Committee Policies and Procedures while netting a positive income from investments to help fund clubs and organizations-Management of approximately 30 volunteer members and provided leadership opportunities such as Michael Miller speaker event and the Granite State Leadership Program-Taught new clubs and organizations how to run effectively by providing leadership opportunities like Ready, Set, Go and Club Networking Nights-Sat on the Student Center Advisory board which meets to decide effective management of space so that the students needs are being met-Conducted a school wide survey to provide a means in which students could voice and rank their needs so that the University could better identify those challenges and accomplish them-Work with the Board of Directors for Southern New Hampshire University to follow through on students wants and needs in regards to academics, facilities, and technological improvements-Responsible for meeting with the President and Vice President of Student Affairs of Southern New Hampshire University to keep them up to date on current issues and ideas as well as the well being of the University

Manchester, Nh, Us

-Chair of the Budget and Finance Committee which has direct oversight of all clubs and organizations expenditures and funding as well as conducted mid-year and as needed audits-Audited expenditures of all monies by all clubs and organizations to ensure that it was appropriated according to the clubs charter and adhered to the Budget and Finance Committee Policies and Procedures-Inherited a $9,000 deficit at the beginning of the fiscal year, then netted a $50,000 surplus by conducting a mid-year fiscal review and cutting wasteful spending, mid-year audits, and holding organizations accountable to the Budget and Finance Committee Policies and Procedures-Assisted in the distribution over $500,000 in liquidable assets to clubs and organizations-Created a bracket system which endorsed effective spending as well as rewarded those clubs and organizations which performed outstanding programming -Responsible for the management of approximately $1 million