Boston EquiServe
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Boston EquiServe Employees
Employee
Years
Job
Industry
Geoffrey MacLennan, MBA Geoffrey MacLennan, MBA's Boston EquiServe Experience August 1994 - December 1997
Job Sr. Credit Analyst at Presidio
Industry Information Technology and Services
Experience
Presidio May 2015 - Present
Cambridge Systematics, Inc. December 2014 - May 2015
Sports Authority November 2014 - January 2015
athenahealth June 2014 - October 2014
AEP Industries September 2005 - June 2014
Cambridge Systematics July 2001 - September 2005
Novell December 1997 - July 2001
Boston EquiServe August 1994 - December 1997
Shawmut Bank March 1993 - August 1994
Skills
Customer Service, Invoicing, Management, Process Improvement, Forecasting, Budgets, Accounts Receivable, Cross-functional Team..., ERP, Operations Management, Financial Analysis, Accounts Payable, Financial Reporting, Analysis, Virtual Teams, SAP, Inventory Management, Accounting
Education
New England College of Business and Finance 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
University of Massachusetts at Lowell 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Danvers High School
Presidio May 2015 - Present
Cambridge Systematics, Inc. December 2014 - May 2015
Sports Authority November 2014 - January 2015
athenahealth June 2014 - October 2014
AEP Industries September 2005 - June 2014
Cambridge Systematics July 2001 - September 2005
Novell December 1997 - July 2001
Boston EquiServe August 1994 - December 1997
Shawmut Bank March 1993 - August 1994
Skills
Customer Service, Invoicing, Management, Process Improvement, Forecasting, Budgets, Accounts Receivable, Cross-functional Team..., ERP, Operations Management, Financial Analysis, Accounts Payable, Financial Reporting, Analysis, Virtual Teams, SAP, Inventory Management, Accounting
Education
New England College of Business and Finance 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
University of Massachusetts at Lowell 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Danvers High School
Carline Chery Carline Chery's Boston EquiServe Experience June 1999 - June 2000
Job Home Center Foreclosure Prevention Counselor and Educator at Nuestra Comunidad Development Corporation
Industry Accounting
Experience
Nuestra Comunidad Development Corporation September 2014 - Present
Massachusetts Attorney General's Office June 2012 - August 2014
State Street Global Advisors April 2008 - August 2011
The Cooperative Bank April 2006 - April 2008
L'Essence Art Gallery September 2004 - August 2007
JPMorgan Chase Bank June 2000 - January 2004
Boston Equiserve June 1999 - June 2000
Investors Bank and Trust February 1999 - June 1999
Mass Financial Services April 1997 - February 1999
Skills
Microsoft Excel, Investments, Real Estate, Account Reconciliation, General Ledger, Insurance
Education
Cambridge College 2002 — 2004
Master Management in E Commerce, Management
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Graduate Certificate, Finance
Northeastern University
BS, Business Administration
NeighborWorks Center for Homeownership Education and Counseling
Nuestra Comunidad Development Corporation September 2014 - Present
Massachusetts Attorney General's Office June 2012 - August 2014
State Street Global Advisors April 2008 - August 2011
The Cooperative Bank April 2006 - April 2008
L'Essence Art Gallery September 2004 - August 2007
JPMorgan Chase Bank June 2000 - January 2004
Boston Equiserve June 1999 - June 2000
Investors Bank and Trust February 1999 - June 1999
Mass Financial Services April 1997 - February 1999
Skills
Microsoft Excel, Investments, Real Estate, Account Reconciliation, General Ledger, Insurance
Education
Cambridge College 2002 — 2004
Master Management in E Commerce, Management
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Graduate Certificate, Finance
Northeastern University
BS, Business Administration
NeighborWorks Center for Homeownership Education and Counseling
Cyndie Gonzales Cyndie Gonzales's Boston EquiServe Experience July 1993 - December 2001
Job Benefits Analyst at Los Alamos National Laboratory
Industry Research
Experience
Los Alamos National Laboratory June 2008 - Present
Los Alamos National Laboratory May 2004 - June 2008
Sprint January 2002 - May 2004
Boston EquiServe July 1993 - December 2001
Skills
Benefits Administration, Microsoft Word, Microsoft Excel, Windows, Request Tracker, Oracle HR, Oracle Reports, Oracle HRMS, Oracle OAB, Outlook, Personic, ERISA, COBRA, PRIMS, PowerPoint, HyperSnap, Internet Explorer, Firefox, IBM Lotus SameTime..., 10 Key, Access Database, easily be trained in..., Eudora, Scanning/imaging systems, Policy, Employee Benefits, Software Documentation, Workforce Planning, Job Analysis, HRIS, Compensation & Benefit, Deferred Compensation, College Recruiting, Employee Relations, Personnel Management, Onboarding, Applicant Tracking..., Succession Planning, Oracle E-Business Suite, Human Resources, Compensation & Benefits, Access
Education
University of Phoenix 2004 — 2007
Business Management, Human Services, General, 3.67
Los Alamos National Laboratory June 2008 - Present
Los Alamos National Laboratory May 2004 - June 2008
Sprint January 2002 - May 2004
Boston EquiServe July 1993 - December 2001
Skills
Benefits Administration, Microsoft Word, Microsoft Excel, Windows, Request Tracker, Oracle HR, Oracle Reports, Oracle HRMS, Oracle OAB, Outlook, Personic, ERISA, COBRA, PRIMS, PowerPoint, HyperSnap, Internet Explorer, Firefox, IBM Lotus SameTime..., 10 Key, Access Database, easily be trained in..., Eudora, Scanning/imaging systems, Policy, Employee Benefits, Software Documentation, Workforce Planning, Job Analysis, HRIS, Compensation & Benefit, Deferred Compensation, College Recruiting, Employee Relations, Personnel Management, Onboarding, Applicant Tracking..., Succession Planning, Oracle E-Business Suite, Human Resources, Compensation & Benefits, Access
Education
University of Phoenix 2004 — 2007
Business Management, Human Services, General, 3.67
Sandra Distant's Boston EquiServe Experience October 1991 - October 1999
Job Finance Specialist
Industry Marketing and Advertising
Experience
Catalyst Online January 2013 - June 2015
Marshalls November 2009 - May 2013
Computershare US November 1999 - October 2009
Boston Equiserve October 1991 - October 1999
Skills
Customer Service, Strata Management, Workamajig, Mixed Media, Social Media Marketing, Google Adwords, Accounting, Management, Microsoft Excel, General Ledger, Invoicing, Data Analysis, Microsoft Office, Outlook, Process Improvement, Teamwork, Leadership, Administration, PowerPoint, Sales, Accounts Receivable, Account Management, Account Reconciliation, Accounts Payable, Auditing, Financial Analysis, Time Management, Data Entry, Microsoft Word, Financial Reporting, Journal Entries, Team Building, Project Management, Retail, Contract Management, System Administration, PeopleSoft, Accruals, Revenue Recognition, Problem Analysis, Critical Thinking
Education
University of Phoenix 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Phoenix 2009 — 2013
Bachelor's Degree, Business – Management
Excelsior High 1976 — 1982
High School Diploma, Physics, Biology, Chemistry, Spanish, French, English, Maths
Catalyst Online January 2013 - June 2015
Marshalls November 2009 - May 2013
Computershare US November 1999 - October 2009
Boston Equiserve October 1991 - October 1999
Skills
Customer Service, Strata Management, Workamajig, Mixed Media, Social Media Marketing, Google Adwords, Accounting, Management, Microsoft Excel, General Ledger, Invoicing, Data Analysis, Microsoft Office, Outlook, Process Improvement, Teamwork, Leadership, Administration, PowerPoint, Sales, Accounts Receivable, Account Management, Account Reconciliation, Accounts Payable, Auditing, Financial Analysis, Time Management, Data Entry, Microsoft Word, Financial Reporting, Journal Entries, Team Building, Project Management, Retail, Contract Management, System Administration, PeopleSoft, Accruals, Revenue Recognition, Problem Analysis, Critical Thinking
Education
University of Phoenix 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Phoenix 2009 — 2013
Bachelor's Degree, Business – Management
Excelsior High 1976 — 1982
High School Diploma, Physics, Biology, Chemistry, Spanish, French, English, Maths
Mark Connors Mark Connors's Boston EquiServe Experience 1995 - 1998
Job Director of Operational Improvement at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 2009 - Present
Commonwealth Financial Network June 2006 - April 2009
Commonwealth Financial Network October 2000 - June 2006
Commonwealth Financial Network February 1999 - October 2000
Commonwealth Financial Network February 1998 - February 1999
Boston Equiserve 1995 - 1998
Skills
Risk Management, Business Analysis, Trading, Process Improvement, Public Speaking, Training & Development, Project Management, Securities Regulation, Securities processing, Call Center, Operations, Operations Management, Customer Service, Security Clearance, Securities, Investment Advisory..., Advisory Fee Billing, Registered Investment..., Financial Services, Business Process..., Program Management, Management, Mutual Funds, Business Strategy, New Business Development, Requirements Analysis, Requirements Gathering, Team Building, Cross-functional Team..., Wealth Management..., Options, Back Office, Asset Management, Wealth Management, Investment Advisory, Strategic Planning, Business Process, Integration, Investments, Series 24, Leadership, Financial Advisory
Education
University of Massachusetts Boston 1992 — 1995
BA, Economics/Political Science Concentration Government Finance and Public Policy
Commonwealth Financial Network April 2009 - Present
Commonwealth Financial Network June 2006 - April 2009
Commonwealth Financial Network October 2000 - June 2006
Commonwealth Financial Network February 1999 - October 2000
Commonwealth Financial Network February 1998 - February 1999
Boston Equiserve 1995 - 1998
Skills
Risk Management, Business Analysis, Trading, Process Improvement, Public Speaking, Training & Development, Project Management, Securities Regulation, Securities processing, Call Center, Operations, Operations Management, Customer Service, Security Clearance, Securities, Investment Advisory..., Advisory Fee Billing, Registered Investment..., Financial Services, Business Process..., Program Management, Management, Mutual Funds, Business Strategy, New Business Development, Requirements Analysis, Requirements Gathering, Team Building, Cross-functional Team..., Wealth Management..., Options, Back Office, Asset Management, Wealth Management, Investment Advisory, Strategic Planning, Business Process, Integration, Investments, Series 24, Leadership, Financial Advisory
Education
University of Massachusetts Boston 1992 — 1995
BA, Economics/Political Science Concentration Government Finance and Public Policy
Carol Sawin Vaillancourt's Boston EquiServe Experience November 1997 - April 1999
Job Experienced Manager
Industry Consumer Services
Experience
OceanService Technology September 2008 - October 2010
EFD January 2000 - February 2002
Boston EquiServe November 1997 - April 1999
BankBoston 1993 - 1997
Casco Northern Bank August 1988 - March 1993
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Customer Service, Forecasting, Invoicing, Management, Microsoft Excel, Performance Management, Process Improvement, QuickBooks, Training, Payroll, Sales, Spreadsheets
Education
Southern New Hampshire University 2014 — 2016
Graduate Certificate, Human Resources Management and Services
Houghton College 1984 — 1988
B.S, Business Administration
OceanService Technology September 2008 - October 2010
EFD January 2000 - February 2002
Boston EquiServe November 1997 - April 1999
BankBoston 1993 - 1997
Casco Northern Bank August 1988 - March 1993
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Customer Service, Forecasting, Invoicing, Management, Microsoft Excel, Performance Management, Process Improvement, QuickBooks, Training, Payroll, Sales, Spreadsheets
Education
Southern New Hampshire University 2014 — 2016
Graduate Certificate, Human Resources Management and Services
Houghton College 1984 — 1988
B.S, Business Administration
Terrance Dugan's Boston EquiServe Experience November 1996 - July 1998
Job Vice President at Cambridge Appleton Trust
Industry Banking
Experience
Cambridge Appleton Trust July 1998 - Present
Boston Equiserve November 1996 - July 1998
National Computer Systems April 1992 - October 1996
First NH Bank April 1988 - March 1992
Education
Babson College 1972 — 1974
MBA, Finance
Northeastern University 1968 — 1972
BSBA, Accounting
Cambridge Appleton Trust July 1998 - Present
Boston Equiserve November 1996 - July 1998
National Computer Systems April 1992 - October 1996
First NH Bank April 1988 - March 1992
Education
Babson College 1972 — 1974
MBA, Finance
Northeastern University 1968 — 1972
BSBA, Accounting
Joseph Bagarella's Boston EquiServe Experience January 1995 - May 1998
Job IT Quality Assurance Consultant at Amica Mutual Insurance
Industry Financial Services
Experience
Amica Mutual Insurance March 2013 - Present
CVS Caremark Corporation March 2012 - March 2013
ING July 2011 - March 2012
Manulife Financial March 2011 - July 2011
ING September 2006 - November 2010
Investors Bank & Trust November 2003 - August 2006
CitiStreet January 2001 - November 2003
Affiliated Computer Services July 1999 - December 2000
BankBoston June 1998 - July 1999
Boston EquiServe January 1995 - May 1998
Skills
User Acceptance Testing, Business Analysis, SDLC, Process Improvement, Quality Assurance, Testing, Program Management, Business Requirements, Databases, Project Management, SQL, Management, Requirements Gathering, Requirements Analysis, Quality Center, SharePoint, Visio, Software Documentation, HP Quality Center
Education
Suffolk University 1981 — 1985
BS, Journalism
Amica Mutual Insurance March 2013 - Present
CVS Caremark Corporation March 2012 - March 2013
ING July 2011 - March 2012
Manulife Financial March 2011 - July 2011
ING September 2006 - November 2010
Investors Bank & Trust November 2003 - August 2006
CitiStreet January 2001 - November 2003
Affiliated Computer Services July 1999 - December 2000
BankBoston June 1998 - July 1999
Boston EquiServe January 1995 - May 1998
Skills
User Acceptance Testing, Business Analysis, SDLC, Process Improvement, Quality Assurance, Testing, Program Management, Business Requirements, Databases, Project Management, SQL, Management, Requirements Gathering, Requirements Analysis, Quality Center, SharePoint, Visio, Software Documentation, HP Quality Center
Education
Suffolk University 1981 — 1985
BS, Journalism
Tracy Olsen's Boston EquiServe Experience January 1988 - January 1999
Job Chief Operating Officer, Finance and Revenue Solutions
Industry Financial Services
Experience
Xerox State & Local Solutions, Inc. May 2011 - Present
D.F. King & Co., Inc January 1999 - June 2011
Boston EquiServe January 1988 - January 1999
EquiServe (now Computershare) 1996 - 1998
Bank of Boston 1987 - 1997
Skills
Financial Services, Vendor Management, Mergers & Acquisitions, Process Improvement, Risk Management, Strategic Planning, Management, Financial Analysis, Account Management, Project Management, Leadership, Analysis
Education
Providence College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
Xerox State & Local Solutions, Inc. May 2011 - Present
D.F. King & Co., Inc January 1999 - June 2011
Boston EquiServe January 1988 - January 1999
EquiServe (now Computershare) 1996 - 1998
Bank of Boston 1987 - 1997
Skills
Financial Services, Vendor Management, Mergers & Acquisitions, Process Improvement, Risk Management, Strategic Planning, Management, Financial Analysis, Account Management, Project Management, Leadership, Analysis
Education
Providence College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
Tom Belamarich's Boston EquiServe Experience 1998 - 1999
Job Experienced Account Manager
Industry Financial Services
Experience
The Colbent Corporation 2009 - 2009
State Street Bank June 1999 - October 2002
boston Equiserve 1998 - 1999
Compushare 1992 - 1998
Skills
Referrals, Contract Negotiation, Selling, Risk Management, Management
Education
Boston University Questrom School of Business
BSBA, Business Management
The Colbent Corporation 2009 - 2009
State Street Bank June 1999 - October 2002
boston Equiserve 1998 - 1999
Compushare 1992 - 1998
Skills
Referrals, Contract Negotiation, Selling, Risk Management, Management
Education
Boston University Questrom School of Business
BSBA, Business Management
Karen Millerick's Boston EquiServe Experience December 1997 - September 2000
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2010 - Present
State Street Corporation October 2005 - December 2008
Health Works Fitness Centers for Women July 2004 - March 2005
Investors Bank & Trust September 2000 - July 2004
Boston EquiServe December 1997 - September 2000
East Cambridge Savings Bank March 1994 - December 1997
Skills
Banking, Mutual Funds, Portfolio Management, Loans, Customer Service, Risk Management, Financial Analysis
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Bridgewater State University
Bachelor of Science Degree, Management Science; Marketing / Aviation Management
Bank of America Merrill Lynch 2010 - Present
State Street Corporation October 2005 - December 2008
Health Works Fitness Centers for Women July 2004 - March 2005
Investors Bank & Trust September 2000 - July 2004
Boston EquiServe December 1997 - September 2000
East Cambridge Savings Bank March 1994 - December 1997
Skills
Banking, Mutual Funds, Portfolio Management, Loans, Customer Service, Risk Management, Financial Analysis
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Bridgewater State University
Bachelor of Science Degree, Management Science; Marketing / Aviation Management
Judy Buxton's Boston EquiServe Experience October 1990 - October 1996
Job Experienced operations manager, account manager, and customer focused professional.
Industry Program Development
Experience
Howard Center January 2015 - Present
Charlotte Childrens's Center January 2013 - January 2015
Unique Threadz January 2005 - January 2015
Charlotte Children's Center August 2008 - June 2013
Expressions November 1998 - May 2000
Fletcher Allen Health Care July 1998 - December 1998
Boston Equiserve October 1990 - October 1996
Filenes basement August 1989 - October 1990
Skills
Social Media, WordPress, Fashion, Microsoft Office, Facebook, Social Networking, Marketing, Creative Direction, PowerPoint, Marketing Communications, Microsoft Word, Process Improvement, Increase Productivity, Troubleshooting, Client Focus, Twitter
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Management
Northeastern University 2010 — 2012
Associate's degree, Business Administration
Northeastern University 1993 — 1994
Certificate, Marketing
Howard Center January 2015 - Present
Charlotte Childrens's Center January 2013 - January 2015
Unique Threadz January 2005 - January 2015
Charlotte Children's Center August 2008 - June 2013
Expressions November 1998 - May 2000
Fletcher Allen Health Care July 1998 - December 1998
Boston Equiserve October 1990 - October 1996
Filenes basement August 1989 - October 1990
Skills
Social Media, WordPress, Fashion, Microsoft Office, Facebook, Social Networking, Marketing, Creative Direction, PowerPoint, Marketing Communications, Microsoft Word, Process Improvement, Increase Productivity, Troubleshooting, Client Focus, Twitter
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Management
Northeastern University 2010 — 2012
Associate's degree, Business Administration
Northeastern University 1993 — 1994
Certificate, Marketing
Gina Callahan's Boston EquiServe Experience January 1995 - January 1997
Job Data Steward at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management May 2006 - Present
Computershare (formerly EquiServe) January 1997 - December 2005
Boston EquiServe January 1995 - January 1997
Bank of Boston, Shareholder Services January 1993 - January 1995
Bank of Boston, Shareholder Services January 1991 - January 1993
Bank of Boston, Shareholder Services January 1989 - January 1991
Skills
Financial Risk, Business Analysis, Requirements Gathering, SDLC, Management, Risk Management, Fixed Income, Process Improvement, Mergers, Mutual Funds, Vendor Management, Financial Services, Data Analysis
Education
Providence College 1980 — 1983
BS, Business Management
Manulife Asset Management May 2006 - Present
Computershare (formerly EquiServe) January 1997 - December 2005
Boston EquiServe January 1995 - January 1997
Bank of Boston, Shareholder Services January 1993 - January 1995
Bank of Boston, Shareholder Services January 1991 - January 1993
Bank of Boston, Shareholder Services January 1989 - January 1991
Skills
Financial Risk, Business Analysis, Requirements Gathering, SDLC, Management, Risk Management, Fixed Income, Process Improvement, Mergers, Mutual Funds, Vendor Management, Financial Services, Data Analysis
Education
Providence College 1980 — 1983
BS, Business Management