The Bollard Group, LLC
Industry: Company
DescriptionFounded: 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: : : Hours: Website: : : : Category: : 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, LLC 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, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bollard Group, LLC Employees
THRIFTY CAR RENTAL January 2000 - Present
The Bollard Group LLC December 2006 - June 2013
THE BOLLARD GROUP LLC December 2006 - June 2013
International Institute of Boston December 1996 - December 2006
SOMALI WOMEN & CHILDREN January 2005 - January 2006
International Institute of Boston January 1996 - January 2006
International Institute of Boston (IIB) 1996 - 2006
Medecins-Sans Frontieres January 1993 - January 1994
Education
University of Massachusetts 2003 — 2006
Bachelor of Science in Management, Accounting Concentration
UNIVERSITY OF MASSACHUSETTS
Bachelor of Science, Management; Accounting
Harvard Extension School
Master of Library & Information Science (M.L.I.S.), Accounting and Finance
PwC June 2013 - November 2013
The Bollard Group LLC July 2012 - December 2012
Skills
Accounting, Financial Statements, Microsoft Office, Financial Accounting, ProSystem fx Tax, Great Plains Software, Windows, Mac OS, Tax Accounting, High Net Worth..., Wealth Management..., CCH Intelliconnect, Income Tax, Tax, English, Managerial Finance, Tax Returns, Corporate Finance, Adobe Acrobat
Education
Northeastern University 2014 — 2015
Master's Degree, Accounting
Northeastern University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Language Center - Erlangen 2011 — 2011
German Language and Literature
Christopher Dock Mennonite High School 2006 — 2010
High School Diploma
DDJ Capital Management April 2009 - Present
MMA Financial November 2006 - September 2008
The Bollard Group LLC March 2004 - November 2006
Education
Bentley University 2006 — 2017
Candidate for Bachelors of Science Degree in Accounting, Accounting
Gibbs College-Boston 2002 — 2003
Associate Degree in Business Administration - Accounting Specialization, Accounting
Archambault & Associates December 2012 - Present
BDO USA, LLP January 2012 - December 2012
The Bollard Group LLC January 2008 - January 2012
The Bollard Group LLC January 2008 - May 2008
GEX Inc 2004 - 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MS, Accounting and Taxation
Clark University - Graduate School of Management 2001 — 2003
Master of Business Administration
Susan J. McCarthy, CPA, MST, CSEP 2011 - Present
Center for Women & Enterprise 2013 - Present
The Bollard Group, LLC 2009 - 2011
Kirkland, Albrecht & Fredrickson, LLC 2007 - 2009
Edelstein & Company 2003 - 2007
Carlin, Charron & Rosen LLP 1997 - 2003
Nutter McClennen & Fish LLP 1993 - 1997
Pepe, Pelletier & McShane, Inc 1985 - 1993
Skills
Tax, Estate Planning, High Net Worth..., Non-profits, Small Business, Financial Analysis, Strategic Planning, Financial Management, Business Planning, Tax Preparation, Income Tax, Trusts, Management Consulting, Tax Compliance, Budgeting, Microsoft Office, Excel, Cash Flow, Nonprofits, QuickBooks, Budgets, CPA, Grant Writing, Guidestar, Giving Common, Meeting Facilitation, Financial Planners, Finance, Corporate Tax, Investments, Workshop Facilitation, Financial Reporting, Tax Returns, Tax Research, Bookkeeping, Estate Tax Planning, Retirement Planning
Education
National Institute for Excellence in Professional Education 2005 — 2005
CSEP, Estate Planning
Suffolk University 1993 — 1995
Master of Science, Taxation
Commonwealth of Massachusetts Division of Professional Licensure/Board of Public Accountancy
CPA License
Bridgewater State University 1981 — 1985
Bachelor of Science (B.S.), Management Science, Concentration in Accounting and Finance
The Bollard Group LLC September 2015 - Present
North Shore Community College September 2011 - May 2015
BillionaireBabies, LLC January 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Tutoring, Teaching, Calculus, Higher Education, Mathematics, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Teamwork, Communication, Financial Analysis, Research, Financial Modeling, Visual Basic for...
Education
Bentley University 2013 — 2015
Bachelor's Degree, Accounting and Finance
North Shore Community College 2011 — 2013
Associate of Business Administration, Accounting and Finance
PwC October 2013 - Present
StoneTurn Group LLP July 2012 - December 2012
The Bollard Group LLC July 2011 - December 2011
MIT July 2010 - December 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Accounting and Finance
Schramek & Associates, P.C. June 2009 - Present
Levenson Goldberg & Co. 2007 - 2009
Rodman & Rodman, P.C. 2005 - 2007
The Bollard Group, LLC 2000 - 2004
PricewaterhouseCoopers, LLC 1997 - 2000
Ernst & Young 1995 - 1997
Skills
Tax Planning, Tax Preparation, Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Tax Returns, Estate Tax Planning, International Tax, Partnership Taxation, High Net Worth..., IRS, LLC, Tax Law, QuickBooks, Trusts, S Corporations, Financial Planners, Small Business, CPA, Financial Reporting, Tax Advisory, Tax Accounting, Estate Planning, Payroll, Accountants, Auditing, Strategic Financial..., Business Formation, Payroll Taxes, GAAP, Bookkeeping, Due Diligence
Education
Northeastern University 1993 — 1995
Masters of Science, Taxation
University of Massachusetts Boston 1992 — 1993
Certificate in Public Accounting, Accounting
University of Massachusetts, Amherst 1986 — 1990
Bachelors of Arts, Political Science
Rucci, Bardaro & Falzone, PC August 2015 - Present
Dukhon Tax and Accounting August 2014 - August 2015
Healthworks Fitness Centers for Women August 2012 - August 2014
The Bollard Group LLC January 2012 - July 2012
State Street Corp August 2010 - December 2011
Skills
Accounting, Account Reconciliation, Financial Statements, Auditing, Financial Reporting, Internal Controls, Fund Accounting, Outlook, General Ledger, Financial Accounting, Financial Analysis, Microsoft Excel, US GAAP, Accruals, Business intelligence, Tableau, Systems analysis, CPA, SQL, Cognos, lowerCamelCase, UltraTax CS, OfficeTools Pro, Great Plains, QuickBooks, 1065, 1120, 1040, 5471, 8858, 2848, 8821, Finance, Microsoft Office
Education
University of Massachusetts Boston 2014 — 2015
Master’s Degree, Accounting, 3.6
University of Massachusetts Boston 2013 — 2014
Master of Science, Information Technology, 3.7
University of Massachusetts - Boston, School of Management 2009 — 2012
Bachelor of Science, Accounting, 3.7
American Institute of Certified Public Accountants August 2014 - December 2014
The Bollard Group LLC May 2014 - August 2014
IRS VITA Program January 2014 - April 2014
Commonwealth of Massachusetts Department of Revenue May 2013 - December 2013
HuaTai Securities Co.,Ltd. April 2010 - August 2010
Galaxy Futures Company Limited January 2010 - April 2010
Skills
Financial Accounting, Accounting, Microsoft Excel, Microsoft Word, Microsoft Access, ACL, Internal Audit, Compliance Testing, Client Surveys, Cost Accounting, Finance, Auditing, General Ledger, Financial Reporting
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Science (M.S.), Accounting, 3.7
East China University of Science and Technology 2006 — 2010
Bachelor of Science in Finance
Fiduciary Wealth Partners November 2014 - Present
TIGER 21 October 2014 - Present
The Bollard Group LLC January 2011 - November 2014
Fidelity Investments September 2000 - September 2009
Fidelity Capital and Fidelity Ventures September 1997 - September 2000
Quadra Capital Partners, LP April 1996 - September 1997
Skills
Portfolio Management, Asset Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Mergers & Acquisitions, Marketing, Strategy, Wealth Management, Mutual Funds, Strategic Financial..., Business Strategy, Start-ups, Financial Advisory, Entrepreneurship, Wealth Management..., Risk Management, Fixed Income, Financial Services, Business Planning, Product Development, Trading, Finance, Emerging Markets, Mergers, Retirement, Financial Modeling, Corporate Finance, Securities, Go-to-market Strategy, Investment Strategies, Executive Managment, Strategy Execution, Growth Strategy, Board Relations, Board Development, Customer Acquisition, Sales, Marketing and..., Sales Execution, Series 7, Relationship Management, Acquisition Integration, IT Governance, Deal Execution, Series 24, Series 63, Investment Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
B.A, Economics
Harvard Business School 2000 — 2001
Fidelity Sponsored, Owner, President, Manager Program
Sturtevant Inc. January 2015 - Present
Swipely July 2014 - January 2015
Bright Horizons January 2012 - July 2014
Bright Horizons September 2010 - January 2012
The Bollard Group, LLC February 2009 - September 2010
A-One Specialty Medical March 2007 - February 2009
Skills
Salesforce.com, Microsoft Excel, Administrative..., Office Management, Nonprofits, Social Networking, Human Resources, Training, Community Outreach, Project Management, Administrative Support, Data Entry, Excel, Quickbooks, Word, Interpersonal Savvy, DemandTools, Silverpop Engage, Marketo, Marketing Automation, Data Quality, Pardot
Education
University of Massachusetts Dartmouth 2004 — 2009
Bachelor, English
Randolph High School
The Bollard Group, LLC June 2005 - Present
American Express Financial Advisors 2003 - 2005
Boston Financial Data Services 1998 - 2003
American Express Financial Advisors 1994 - 1998
Skills
Executive..., Benefits Administration, Asset Management, Investments, Client Development, Mutual Funds, Strategic Financial..., Project Management, Heavy Calendaring, Series 7, Staff Development, Staff Management, Office Administration, Building Maintenance, Family Office, Customer Oriented, Manage Client..., Management, Customer Service
Education
University of Massachusetts Boston 1986 — 1988
BA, English
Cape Cod Community College 1981 — 1983
AA, General
Barnstable High School 1976 — 1980
Northland Investment Corporation December 2010 - Present
Northland Investment Corporation April 2010 - December 2010
Northland Investment Corporation September 2006 - April 2010
Northland Investment Corporation July 2006 - September 2006
Northland Investment Corporation February 2005 - July 2006
The Bollard Group LLC 2003 - 2005
Skills
Management, Accounting, Refinance, Financial Reporting, Financial Analysis, Fund Accounting, Financial Audits, Auditing, Accounts Receivable, Accounts Payable, Acqusition, Disposition
Education
Suffolk University - Sawyer School of Management 2008 — 2011
Masters of Science, Accounting
Boston University 2005 — 2007
Certificate, Real Estate Finance
Northeastern University 1996 — 2001
Bachelor of Science in Business Administration, Finance and Management Information Systems
Brooks School September 2014 - Present
The Learning Project Elementary School September 2011 - September 2014
The Bollard Group LLC November 2010 - September 2011
Milton Academy February 2005 - August 2010
Skills
Event Planning, Volunteer Management, Editing, Event Management, Alumni Relations
Education
Boston University 2003 — 2004
M.Ed., Physical Education/Sports Management
University of Wisconsin-Madison 1999 — 2001
BS, Communications
Leigh High School
Andersen Tax (fka WTAS) August 2012 - Present
The Bollard Group LLC January 2009 - August 2012
Robert C. Alario CPA PC 1989 - 2009
Skills
Tax Planning, Wealth Advisory, Estate Planning, Income Tax, Tax Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MST, Taxation
Hamilton College 1976 — 1980
BA, psychology and sociology
Marketing Maven, Inc. September 2014 - Present
Marketing Maven Public Relations, Inc. October 2009 - September 2014
Kisco Senior Living April 2009 - March 2010
The Bollard Group, LLC May 2007 - February 2009
Skills
Social Media, Copywriting, Blogging, Branding & Identity, Public Relations, Social Media Marketing, Facebook, Marketing Communications, Event Planning, Media Relations, Online Advertising, Marketing, Social Networking, Magazines, Press Releases, SEO, Editing, Integrated Marketing, Online Marketing, Brand Awareness, Social Media Measurement, Publicity, Creative Writing, Digital Strategy, Google Analytics, YouTube, New Media, Content Strategy, Advertising, Digital Media
Education
Eastern Washington University 2001 — 2005
Spanish Major, Minor in Communication & Religious Studies
Ernst & Young LLP September 2013 - Present
Citi Private Equity Services June 2008 - August 2013
The Bollard Group LLC February 2005 - May 2008
E & Y 2000 - 2005
PricewaterhouseCoopers January 1995 - January 2000
Skills
Private Equity, Tax, Tax Compliance, Tax Returns, High Net Worth..., Big 4, Income Tax, Tax Accounting, Tax Preparation, Financial Analysis, International Tax, US GAAP, Management, GAAP, Auditing, Finance, Accounting, Internal Controls, Financial Reporting, CPA, Corporate Tax, Tax Law, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Master's degree, Tax Law/Taxation
Northeastern University 1999 — 2004
BSBA, Accounting
Eaton Vance February 2012 - Present
Xpitax solutions February 2011 - April 2011
Integrated Financial Partners, Inc. December 2009 - April 2010
The Bollard Group, LLC May 2007 - August 2008
Couleurs En Vogue Inc. 2007 - 2007
Skills
Accounting, Tax, Finance, Financial Reporting
Education
Bentley University 2009 — 2011
Master, Taxation, Financial Planning
Suffolk University - Sawyer School of Management 2004 — 2007
Bachelor Degree, Accounting
EY December 2013 - Present
Thomson Reuters July 2009 - December 2013
Ropes & Gray LLP November 2007 - June 2009
The Bollard Group LLC September 2003 - May 2007
Schwartz & Schwartz, PC November 2001 - April 2003
Skills
Tax, Income Tax, Financial Analysis, Accounting, Financial Reporting, Finance, Corporate Tax, Tax Accounting, Auditing, Microsoft Excel, QuickBooks, CPA, General Ledger, Financial Accounting, Financial Statements, Tax Preparation, Tax Returns, Tax Research, Bookkeeping, Bank Reconciliation, Analysis, Management, Microsoft Office, Preparation
Education
Bentley University 2004 — 2007
MST, Taxation, 3.7
University of Massachusetts Boston 1997 — 2001
Management, Accounting
Aspen Technology February 2010 - Present
Invensys, Inc. January 2009 - February 2010
New Balance Atheltic Shoe, Inc. April 2004 - January 2009
The Bollard Group LLC 2003 - 2004
Mikohn Gaming Corp 2002 - 2002
Grant Thornton 1996 - 2001
Education
Bentley University 1998 — 2000
MST, Taxation
University of Massachusetts Dartmouth 1991 — 1995
BS, Accounting
Antisoma, Inc April 2010 - Present
Walmart October 2009 - April 2010
Allied Advertising August 2008 - April 2009
THE BOLLARD GROUP, LLC February 2005 - January 2008
Education
Suffolk University
Bachelor of Science, Business Administration; Accounting
The Bollard Group LLC tax associateErnst & YoungAugust 1992 - August 1995
Education
Boston University Questrom School of Business 1998 — 2002
MBA
Rochester Institute of Technology 1988 — 1992
The Bollard Group, LLC 2014 - Present
E.B. Holmes CPA June 2011 - Present
Feeley & Driscoll, P.C. August 2013 - May 2014
Betro & Company November 2012 - July 2013
Skills
Accounting, Internal Controls, Management Consulting, Customer Service, Talent Acquisition, Strategic Planning, Contract Recruitment, Technical Recruiting, Employee Relations, Team Building, Sourcing, Industrial Sector, Auditing, Audit Reports, Audit Management, Audit Professionals, Taxations, Tax-exempt, Accountants, Tax Accounting, CPA, Income Tax, Bookkeeping, GAAP, Financial Reporting, Financial Accounting, Financial Audits, General Ledger, Small Business, Partnership Taxation, Tax Returns, Forensic Accounting, S Corporations, Financial Analysis, Corporate Tax, Tax Research, Year End Accounts
Education
Suffolk University 1981 — 1984
BSBA, Accounting and Finance, 3.5
H3 Biomedicine January 2012 - Present
The Bollard Group LLC February 2010 - January 2012
Skills
Administrative Support, PowerPoint, Administrative..., Outlook, Event Planning, Microsoft Word, Facebook, Microsoft Office, Microsoft Excel
Education
Skidmore College 2005 — 2009
BA, Psychology
Falmouth Academy
The Bollard Group, LLC September 2008 - December 2013
Neighborhood Diabetes October 2007 - May 2008
Domino's Pizza August 2005 - October 2007
Skills
Tax, Income Tax, Accounting, Tax Preparation, Tax Returns, Tax Research, QuickBooks, Tax Accounting, Partnership Taxation, Financial Accounting, Bookkeeping, General Ledger
Education
Bentley University 2009 — 2013
Master of Science (MS), Taxation
Bentley College 2005 — 2008
Bachelor of Science (BS), Accounting
StoneTurn Group LLP January 2013 - Present
Credit Suisse January 2012 - June 2012
IDEA: Northeastern's Venture Accelerator January 2011 - January 2012
The Bollard Group LLC January 2011 - June 2011
Skills
Microsoft Excel, Bloomberg, FactSet, Profx, Great Plains Software, PowerPoint, Outlook, Holt Lens
Education
Northeastern University 2013 — 2014
MS in Finance, 3.73
Northeastern University 2009 — 2014
Bachelor of Science Degree in Business Administration, Accounting and Finance, 3.89
Boston Medical Center September 2007 - Present
Boston Medical Center (BMC) April 2007 - September 2007
Monitor Company Group, L.P October 2005 - March 2007
The Bollard Group LLC June 2004 - September 2005
iN DEMAND March 2003 - May 2004
iN DEMAND March 2002 - May 2004
iN DEMAND July 2001 - March 2002
Skills
Healthcare, Hospitals, Medicare, Managed Care, Data Entry, Revenue Cycle, Data Analysis, Medicaid, Accounting
Education
City University of New York-Hunter College 1997 — 2001
Bachelor of Arts (BA), Accounting
The Bollard Group LLC December 2013 - Present
TruClass Graphics September 2011 - Present
Veolia Transportation September 2013 - December 2013
Office of Student Leadership & Community Engagement January 2011 - May 2013
Jumpstart at University of Massachusetts Boston October 2008 - May 2011
Family Services of Greater Boston July 2006 - August 2008
Skills
Photoshop, Illustrator, InDesign, HTML 5, CSS3, Aptana, Dreamweaver, Writing, Creative Writing, Microsoft Office, File Archiving, Office Administration, Advertising, Time Management, CSS, Editing, Newsletters, Public Speaking, Community Outreach
Education
University of Massachusetts Boston 2008 — 2013
Bachelor of Arts (BA), Sociology/Japanese
創価大学 2012 — 2012
Study Abroad, Japanese Language
The Bollard Group LLC June 2015 - Present
Suffolk University Athletics Department September 2012 - Present
Stowe Mountain Resort June 2014 - August 2014
I.C. Scoops June 2011 - August 2014
Stowe Tennis Club June 2011 - August 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Social Media
Education
Suffolk University - Sawyer Business School 2011 — 2015
Bachelor's Degree, Accounting
Stowe High School 2007 — 2011