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February 08, 2016 9:56 AM ET

Commercial Services and Supplies

Company Overview of Boston Financial Data Services, Inc.

Company Overview

Boston Financial Data Services, Inc. provides processing, back-office, and transfer agency services for financial services companies. It offers mail processing, image and cash processing, distribution and dealer, transaction processing, correspondence, investor, financial reconciliation, and control services. The company also provides corporate actions, compliance, systems reporting and statements, NSCC processing support, disaster recovery, settlement, and consulting; tax withholding, submission, and reporting; and settlement, disaster recovery, and advisory services. It provides services for mutual funds, 529 plans, retirement plans, settlement administration, business continuity, real est...

2000 Crown Colony Drive

Quincy, MA 02169

United States

Founded in 1973





Key Executives for Boston Financial Data Services, Inc.

President and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
General Counsel and Head of Compliance of Settlement Administration Services
Chief Compliance Officer, Managing Director, Anti Money Laundering Officer and Chairman of Risk Management Committee
Compensation as of Fiscal Year 2015.

Boston Financial Data Services, Inc. Key Developments

Boston Financial Data Services, Inc. Announces Executive Changes

Boston Financial Data Services, Inc. announced that Joan Dowd, Chief Compliance Officer (CCO), will retire after 33 years with the company. As a result of her retirement, Craig Hollis will assume the role of Chief Compliance Officer and retain his current responsibilities as AML Officer and Managing Director. He joined Boston Financial in July 2004 and has 30 years of mutual fund transfer agency experience.

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