The Bollard Group

Industry: Company

Description

Founded: 1997 Subsidiary: Spinnaker Capital LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportBollard GroupWebsiteDirections Saved (0) Saved Save Financial planner in Boston, Massachusetts Address: 1 Joy St, Boston, MA 02108 Phone: (617) 531-4869Place name: : : : : : Website: : Category: Hours: Website: http://bollard.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bollard Group Posting publicly on the Web Write a review Reviews Be the first to review

The Bollard Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bollard Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

The Bollard Group Salaries. You can even request information on how much does The Bollard Group pay if you want to. Learn about salaries, pros and cons of working for The Bollard Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

25 The Bollard Group employees in database. Find out everything there's to know about The Bollard Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

The Bollard Group Employees

Employee
Years
Job
Industry
Lijing (Lily) Lu Lijing (Lily) Lu Greater Boston Area Details
Lijing (Lily) Lu's The Bollard Group Experience June 2015 - Present
Job Tax Coop at The Bollard Group
Industry Accounting
Experience
The Bollard Group   June 2015 - Present
Suffolk University  September 2014 - Present
Copley Tax Executive Group   June 2013 - September 2014
RightSite.Asia   June 2011 - September 2011
Alibaba.com  March 2011 - March 2011
Creator's Lounge   July 2010 - August 2010

Skills
Finance, Accounting, Microsoft Excel, CRM, Corporate Finance, International Trade, Public Relations, Drake Tax Software, Import, Small Business Tax, Financial Accounting, Auditing

Education
Suffolk University   2014 — 2015
MSA, Accounting, 3.93

Suffolk University   2011 — 2013
BS, Finance, 3.53

Shanghai Institute of Foreign Trade   2008 — 2011
Bachelor of Science (BS), International Business, Scholarship

Enji Lu Enji Lu Greater Salt Lake City Area Details
Enji Lu's The Bollard Group Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs  September 2013 - Present
J.D. Clark & Co.   January 2012 - September 2013
Bentley University  September 2010 - January 2012
The Bollard Group   June 2011 - August 2011
Bentley University  September 2010 - August 2011
Jeffrey A. Morgen, CPA   December 2010 - May 2011

Skills
Mandarin, Tax, PowerPoint, Tax Returns, Accounting, Financial Accounting, Financial Analysis, Income Tax, Tax Preparation, Tax Research, Due Diligence, Access

Education
Bentley University - McCallum Graduate School of Business   2010 — 2011
Master of Science, Taxation

Brigham Young University   2009 — 2010
Global Management Certificate, Business Management

Xi'an International Studies University (XISU)Xi   2006 — 2009
Bachelor of Science, Finance

Henry Ip CPA, MST Henry Ip CPA, MST Las Vegas, Nevada Details
Henry Ip CPA, MST's The Bollard Group Experience July 2008 - December 2009
Job Tax Accountant at LLB
Industry Accounting
Experience
LLB   February 2013 - Present
Deloitte  September 2011 - December 2012
L.L. Bradford   January 2010 - September 2011
The Bollard Group   July 2008 - December 2009
Ernst & Young  September 2006 - July 2008
KPMG  January 2005 - April 2005

Skills
GoSystems, ProSystem fx Tax, Tax Research, Tax Returns, Tax, Partnership Taxation, Corporate Tax, Tax Accounting, S Corporations, Tax Preparation, Income Tax, Accounting, QuickBooks, Auditing, Tax Advisory

Education
Bentley University   2005 — 2006
Master, Taxation

Bentley University   2003 — 2005
Bachelor, Accounting

Charity Piao, CPA Charity Piao, CPA Greater Boston Area Details
Charity Piao, CPA's The Bollard Group Experience January 2012 - Present
Job Tax Associate at The Bollard Group
Industry Accounting
Experience
The Bollard Group   January 2012 - Present

Skills
Tax Research, Tax, Tax Preparation, Income Tax, Corporate Tax, Accounting, Tax Returns, Financial Accounting, QuickBooks, Peachtree, CCH, US GAAP, General Ledger

Education
Bentley University   2010 — 2012
Master of Science (MS), Accounting

Missouri State University   2007 — 2010
Bachelor of Science (B.S.), Acoounting

Yingying Wang Yingying Wang Greater Boston Area Details
Yingying Wang's The Bollard Group Experience July 2015 - Present
Job Tax Associate at The Bollard Group
Industry Accounting
Experience
The Bollard Group   July 2015 - Present
New England Baptist Hospital  June 2014 - December 2014
Shanghai Huaye Engineering Co., Ltd   December 2013 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Access, Mandarin, Microsoft PowerPoint, Accounting, Teamwork

Education
Northeastern University   2013 — 2016
Accounting & Finance

Patrick Lavoie Patrick Lavoie Greater Boston Area Details
Patrick Lavoie's The Bollard Group Experience 1996 - 2001
Job Director in the Tax Group at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias  July 2014 - Present
Choate, Hall & Stewart   January 2012 - July 2014
Parent, McLaughlin & Nangle CPAs, Inc.   July 2001 - January 2012
Patrick J. Lavoie, Esq., CPA, MST   2003 - 2009
The Bollard Group   1996 - 2001
NEC Technologies  August 1995 - December 1996
Ernst & Young  1990 - 1995

Skills
Corporate Tax, Tax Preparation, Tax, Income Tax, Estate Tax Planning, International Tax, Accounting, Tax Research, Tax Law, High Net Worth..., Tax Returns, Tax Accounting, Partnership Taxation, Tax Advisory, LLC, Trusts, US Tax, S Corporations, Estate Planning, CPA, Financial Planners, Business Tax Planning, GAAP

Education
Suffolk University Law School   1999 — 2003
Juris Doctor

Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 1995
MST, Taxation

Isenberg School of Management, UMass Amherst   1986 — 1990
BS, Accounting

Bridgewater-Raynham Regional High School   1982 — 1986

Sam Shoushtarian, Sam Shoushtarian, Greater Boston Area Details
Sam Shoushtarian,'s The Bollard Group Experience 2000 - January 2003
Job President, Sam Shoushtarian Inc. Certified Public Accountant
Industry Accounting
Experience
Sam Shoushtarian Inc.   November 2005 - Present
McGladrey & Pullen  2003 - 2005
The Bollard Group   2000 - January 2003
WOLF & COMPANY, P.C.   January 1999 - July 2000
Goldstein & Muccip PC   1996 - 1999

Skills
Dentists, Architects, Small Business, Financial Planners, Tax Returns, High Net Worth..., Tax, Accounting, Financial Reporting, Income Tax, Strategic Financial..., Financial Analysis, Real Estate, QuickBooks

Education
Bentley University   1995 — 1998
Master of Science in Taxation

University of Massachusetts Boston   1989 — 1994
Bachelor of Science, Accounting

Nicholas Peacher Nicholas Peacher Weston, Massachusetts Details
Nicholas Peacher's The Bollard Group Experience April 2011 - May 2011
Job Intern at Penn Hill Group
Industry Public Policy
Experience
Penn Hill Group  June 2014 - August 2014
Bipartisan Policy Center  April 2014 - May 2014
Bridges at St. Pauls School   June 2013 - August 2013
The Bollard Group   April 2011 - May 2011

Skills
Public Policy, Political Science, Research, Politics

Education
Washington and Lee University   2011 — 2015
Bachelor of Arts (BA), Political Science and Government

The London School of Economics and Political Science (LSE)   2012 — 2012
Political Science

Weston High School   2007 — 2011

Quentara E. Costa, CFP® Quentara E. Costa, CFP® North Andover, Massachusetts Details
Quentara E. Costa, CFP®'s The Bollard Group Experience June 2006 - August 2006
Job Director of Financial Planning Services
Industry Financial Services
Experience
The Farland Group   October 2010 - Present
Wells Fargo Family Wealth (presently known as Abbot Downing)   July 2008 - October 2010
Mintz Levin Financial Advisors (presently known as The Colony Group)   September 2007 - July 2008
The Bollard Group   June 2006 - August 2006

Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Investment Management, Asset Allocation, Banking, Retirement Planning, Portfolio Management, Financial Analysis, Financial Modeling, Accounting, Securities, Data Analysis, Microsoft Excel, Alternative Investments, Risk Management, Financial Reporting, Bloomberg, PowerPoint

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2008
Masters, Personal Financial Planning

Bentley University   2003 — 2007
Bachelors, Corporate Finance and Accounting

Ryley Conlon Ryley Conlon Greater Boston Area Details
Ryley Conlon's The Bollard Group Experience March 2012 - December 2013
Job Administrator Division of HN/Cell Manipulation Core Facility
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute  December 2013 - Present
The Bollard Group   March 2012 - December 2013
Fleishman-Hillard  October 2009 - August 2011
Cornu Management   January 2009 - September 2009
Atrium Staffing  2008 - 2009
Alison Brod Public Relations  June 2008 - November 2008

Skills
Social Media, Public Relations, Event Planning, Media Relations, Facebook, Microsoft Office, Strategic Communications, Social Networking, Editing, Event Management, PowerPoint, Corporate Communications, Microsoft Excel, Administrative..., Budgets

Education
The Boston Conservatory   2004 — 2007
BFA, English, Theater

Medina Altynbayeva Medina Altynbayeva Boston, Massachusetts Details
Medina Altynbayeva's The Bollard Group Experience July 2014 - December 2014
Job Student at Northeastern University
Industry Accounting
Experience
SmartBear Software  July 2015 - Present
The Bollard Group   July 2014 - December 2014
Boston Neighborhood Network  May 2013 - July 2013
FOOD Master   July 2012 - August 2012

Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Microsoft Excel, Public Speaking, Data Analysis, Outlook, Photoshop, Social Media, C++, Java, Keynote, iMovie, Microsoft Dynamics GP, FRx, Facebook

Education
Northeastern University   2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting/Marketing

Suffolk University   2011 — 2013
Bachelor's degree, Accounting and Marketing

Suffolk University Madrid Campus   2012 — 2012
Associate's degree, Study Abroad Program

Michael J. Rinaldi Michael J. Rinaldi Greater New York City Area Details
Michael J. Rinaldi's The Bollard Group Experience January 2013 - August 2013
Job Tax Intern at KPMG US
Industry Financial Services
Experience
KPMG US  January 2015 - April 2015
EY  January 2014 - June 2014
The Bollard Group   January 2013 - August 2013
109 Cheese and Wine   October 2010 - December 2012
The Ridgefield Press   September 2010 - June 2011
Tiger Hockey   2008 - 2011
Vector Marketing  May 2010 - December 2010

Skills
Accounting, Tax Preparation, Public Speaking, Excel, Spanish, Customer Service, Microsoft Office, Sales, Team Leadership, Research

Education
Northeastern University   2015 — 2016
Master’s Degree, Accounting

Northeastern University   2011 — 2016
Bachelor's Degree, Accounting and Finance, 3.82

Ridgefield High School   2007 — 2011
High School, 3.9

ESIC: Business & Marketing School
International Business and Spanish

Dan Lucier Dan Lucier Greater Boston Area Details
Dan Lucier's The Bollard Group Experience February 2014 - October 2014
Job Staff Accountant at American Renal Associates
Industry Accounting
Experience
American Renal Associates  October 2014 - Present
The Bollard Group   February 2014 - October 2014
Best Buy  June 2010 - October 2014

Skills
Retail, Customer Service, Merchandising, Retail Sales, Visual Merchandising, Sales, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Cashiering, Accounting, Social Media, Training, Financial Analysis

Education
Endicott College   2015 — 2017
Master of Business Administration (M.B.A.), Accounting

Salem State College   2009 — 2013
Bachelor of Science (BS), Accounting

Jonathan Vostok, CPA, MST Jonathan Vostok, CPA, MST Greater Boston Area Details
Jonathan Vostok, CPA, MST's The Bollard Group Experience June 2007 - May 2010
Job Tax Senior at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company   December 2014 - Present
EY  August 2013 - December 2014
Newburg & Co., LLP   September 2011 - August 2013
Pegasystems Inc.  May 2010 - September 2011
The Bollard Group   June 2007 - May 2010

Skills
Corporate Tax, Tax, Accounting, State Tax, Estate & Gift Taxation, Sales & Use Tax, Personal Finance, Tax-planning, Auditing, Small Business Tax, Pass-through Entities, Notices

Education
Northeastern University   2010 — 2012
M.S., Taxation

Fordham University   2003 — 2007
B.S., Accounting

Boston University   2012 — 2014
Certificate, Financial Planning

Eva Alpert Eva Alpert Greater Boston Area Details
Eva Alpert's The Bollard Group Experience 1997 - 2001
Job Tax Advisor at J.M. Forbes & Co. LLP
Industry Accounting
Experience
Overland Capital Group  October 2012 - December 2013
LCMG   October 2011 - October 2012
Etsy  2003 - 2012
Marcum LLP  November 2003 - July 2010
UHY Advisors NE, LLC   2003 - April 2010
Brown and Brown LLP   2003 - 2006
Grant Thornton  2001 - 2003
The Bollard Group   1997 - 2001
Resnick Fedder and Silverman   1996 - 1997

Skills
Fiduciary, Estate Planning, Tax Preparation, Financial Planners, Tax, Income Tax, Corporate Tax, Tax Law, CPA, Partnership Taxation, Auditing, Financial Accounting, Internal Controls, Accounting, Tax Research, Business Valuation, High Net Worth..., Tax Accounting, Estate Tax Planning, Tax Returns, GAAP, International Tax, SEC filings, Financial Statements, US GAAP, Financial Planning, SEC Filings

Education
D'Amore-McKim School of Business at Northeastern University   1994 — 1997
MS, Accounting

Northeastern University School of Law   1991 — 1994
JD, Law

University of Massachusetts, Amherst   1985 — 1990
BA, English Language and Literature/Letters

Beaver!

Traci Jensen Lomb Traci Jensen Lomb Greater New York City Area Details
Traci Jensen Lomb's The Bollard Group Experience October 2007 - March 2010
Job Controller at The Continuum Company
Industry Accounting
Experience
The Continuum Company  January 2013 - Present
Archstone  October 2010 - January 2013
The Bollard Group   October 2007 - March 2010
Jay R. Gelb & Company   August 1993 - August 2007

Education
State University of New York College at Brockport

Timothy Riker, CPA, CFA Timothy Riker, CPA, CFA Greater New York City Area Details
Timothy Riker, CPA, CFA's The Bollard Group Experience September 2010 - December 2011
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2014 - Present
NCH Capital  January 2012 - June 2014
The Bollard Group   September 2010 - December 2011
David Hirschman Realty, Inc.   May 2008 - August 2008

Skills
Accounting, Access, Microsoft Excel, Financial Reporting, Finance, Internal Controls, Investments, General Ledger, Financial Analysis, Analysis, Invoicing, Financial Statements, Equities, Derivatives, Asset Managment, Private Equity, Hedge Funds, Agribusiness

Education
D'Amore-McKim School of Business at Northeastern University   2009 — 2010
MSA, Accounting

University of Richmond - Robins School of Business   2005 — 2009
BSBA, Business Administration with concentrations in Finance and Accounting

Amy Esposito Amy Esposito Greater Boston Area Details
Amy Esposito's The Bollard Group Experience January 2009 - November 2009
Job Associate Director of Payroll and Tax Reporting at Harvard University
Industry Accounting
Experience
Harvard University  March 2014 - Present
Harvard University  August 2012 - March 2014
Jeffesposito.com   January 2010 - September 2013
Harvard University  December 2009 - August 2012
The Bollard Group   January 2009 - November 2009
Harvard University Risk Management & Audit Services   June 2007 - January 2009
UHY LLP  2006 - 2007
Brown & Brown LLP  2002 - 2006
Daily Collegian   1999 - 2002
Arthur Andersen  2001 - 2001

Skills
Audit, Auditing, Tax, Tax Preparation, Financial Statements, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, QuickBooks, Internal Controls

Education
Suffolk University Law School   2006 — 2010
J.D., Concentration in Business Law and Financial Services

Isenberg School of Management, UMass Amherst   1998 — 2002
BBA, Accounting

Christopher Lovett Christopher Lovett Greater Boston Area Details
Christopher Lovett's The Bollard Group Experience November 2010 - Present
Job Staff Accountant at The Bollard Group
Industry Accounting
Experience
The Bollard Group   November 2010 - Present
Walter & Shuffain, P.C.   June 2008 - April 2010

Skills
General Ledger, Accounting, Financial Reporting, Internal Controls, QuickBooks, Fixed Assets, Financial Accounting, Financial Statements

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2009 — 2010
Master of Science (M.S.), Accounting

Bentley University   2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance

Lakshmi Krishnan Lakshmi Krishnan Greater Boston Area Details
Lakshmi Krishnan's The Bollard Group Experience 2000 - 2001
Job Director of Tax at Delaware Life
Industry Financial Services
Experience
Delaware Life Formerly Sunlife Financial   2011 - Present
Sunlife Financial  2007 - 2011
Newburg & Co LLP   2004 - 2007
Goloboy LLP   2001 - 2003
The Bollard Group   2000 - 2001

Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Tax Accounting, International Tax, Tax Preparation, Internal Controls, Tax Returns, Income Tax

Education
University of Illinois at Urbana-Champaign   1996 — 1998
M.S, Tax (MST)

University of Illinois at Urbana-Champaign   1995 — 1995
Certified Public Accountant (CPA)

University of Madras   1993 — 1995
M.S, Accounting

Xiao Xiao ( Sherry) Yan Xiao Xiao ( Sherry) Yan Greater Los Angeles Area Details
Xiao Xiao ( Sherry) Yan's The Bollard Group Experience May 2007 - December 2007
Job Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP  January 2008 - Present
The Bollard Group   May 2007 - December 2007

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2008
MS, Accounting

Nicholas Mastrogiacomo, CPA MSA Nicholas Mastrogiacomo, CPA MSA Greater Boston Area Details
Nicholas Mastrogiacomo, CPA MSA's The Bollard Group Experience December 2013 - Present
Job Tax Consultant at The Bollard Group
Industry Accounting
Experience
The Bollard Group   December 2013 - Present
Shepherd & Goldstein LLP  October 2012 - December 2013
N Mastrogiacomo Associates   January 2006 - April 2012
BankBoston  December 1998 - October 2000
Clarkes @ South Station   1995 - 1998
North Quincy High School Football   1989 - 1992
North Quincy High School Football   1989 - 1992
North Quincy High School Football   1989 - 1992

Skills
Tax Preparation, Accounting, QuickBooks, Tax Returns, Income Tax, S Corporations, Partnership Taxation, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Bank Reconciliation, Corporate Tax, Tax Research, General Ledger, Journal Entries, Bookkeeping, Tax Accounting, Lacerte, GAAP

Education
Suffolk University - Sawyer School of Management   2009 — 2012
Masters Degree, Accounting, Cum Laude

Northeastern University   1993 — 1998
Bachelors, Accounting

Olivia LaBoda Olivia LaBoda Greater Boston Area Details
Olivia LaBoda's The Bollard Group Experience August 2011 - June 2012
Job Grants Manager/Financial Associate II at Harvard Medical School
Industry Higher Education
Experience
Harvard Medical School  July 2012 - Present
The Bollard Group   August 2011 - June 2012
Harvard Medical School  July 2007 - August 2008

Skills
Legal Writing, Legal Research, Grant Administration, Grant Preparation

Education
Suffolk University Law School   2008 — 2011
J.D., Law

University at Buffalo   2005 — 2006
M.A., Biological Sciences

University of Rochester   2001 — 2005
B.A., Psychology

Saratoga Springs High School

Alexander Haraczka, EA Alexander Haraczka, EA Kennebunk, Maine Details
Alexander Haraczka, EA's The Bollard Group Experience September 2007 - December 2008
Job Supervisor at Cummings Lamont & McNamee
Industry Accounting
Experience
Cummings Lamont & McNamee   December 2014 - Present
CliftonLarsonAllen, LLP  January 2012 - November 2014
Russell, Brier & Co., LLP   December 2008 - January 2012
The Bollard Group   September 2007 - December 2008
PricewaterhouseCoopers, LLP  December 2006 - September 2007
TD Banknorth, Inc   June 2006 - December 2006
Coastal International Security  October 2003 - July 2006
University of Southern Maine School of Business   August 2005 - May 2006
McLeod, Ascanio & Company   January 2006 - April 2006

Skills
Tax, Accounting, Auditing, Corporate Tax, Financial Statements, Tax Accounting, Tax Research, Finance, Tax Returns, Strategic Planning, Investments, Management, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, Partnership Taxation, Microsoft Excel, Bookkeeping, CPA

Education
University of Southern Maine - School of Business   2004 — 2006
Accounting, Finance

Jefferson Community College   1999 — 2004
AS, Business Administration

Stacy Halloran Stacy Halloran Greater Boston Area Details
Stacy Halloran's The Bollard Group Experience June 2000 - December 2002
Job Senior Accountant at Massachusetts Health Connector
Industry Accounting
Experience
Massachusetts Health Connector  March 2007 - Present
Fleetmatics  April 2006 - February 2007
MedVentive  December 2002 - March 2006
The Bollard Group   June 2000 - December 2002

Skills
Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, QuickBooks, Great Plains Software, ADP Payroll, Financial Reporting, General Ledger

Education
University of Phoenix   2004 — 2006
Bachelor's degree, Accounting

Bunker Hill Community College
Associate's degree, Accounting

Similar Companies

Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY