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.

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.

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.

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.

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.

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.

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.

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.

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.