Mass Development

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(617) 451-2477Call Visit WebsiteVisit Website Map & DirectionsDirections160 Federal St Fl 7Boston, MA 02110 Write a ReviewWrite Review

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Email

Extra Phones

Phone: (617) 523-1877

Phone: (617) 368-4920

Phone: (617) 330-2000

Neighborhoods

Downtown Boston, Financial District

AKA

DWG Development

Mass Development Finance Agcy

Dwg Development Inc

Other Link

http://www.massdevelopment.com

Categories

Mutual Funds, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Stock & Bond Brokers

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Details

Phone: (617) 451-2477

Address: 160 Federal St Fl 7, Boston, MA 02110

Website: http://www.massdevelopment.com

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Mass Development

Estate Taxes
Tax Services
The Worcester Community Action Council (WCAC) reaches more than 75,000 clients annually with regional programs like fuel assistance, income tax preparation, youth and family services, education, and job assistance.
Real Estate Taxes
Yvette joined MassDevelopment in 2007 as an Accounting coordinator with the finance group and was responsible for budget approval tracking of purchase orders; conference forms and expense report auditing. Preparation of the weekly Devens deposit. I was responsible for Accounts receivable functions in companies Jodrey, Cape Ann Fisheries and Devens Regional Hazardous. I was also the backup to Accounts Payable when needed. In 2012, I accepted the position of Accounts Receivable Coordinator responsible for daily cash collection for MassDevelopment and accurately verifying and posting receipts. Maintaining and updating customer database and invoicing for Devens Real-Estate Taxes, Utilities and Department invoicing. Customer service assistance and resolving discrepancies in a timely matter. Month end closing Aging reports, adjustments and collection issues. Prior to joining MassDevelopment I have worked in accounting and bookkeeping in various different industries with diverse experience in manufacturing, construction and hospitality.
Income Tax

Investment Management
“We are extremely grateful to MassDevelopment for its ongoing support of the work we do at North Shore CDC, especially with the renovation of New Point Family Housing and the creation of 18 affordable apartments in the Point,” said North Shore CDC Director of Portfolio Management Jason Pina. “These units are in need of substantial rehabilitation and energy efficiency improvements for new families that will call these apartments home.”
Mutual Funds
John Endicott is Vice President, Commercial Lending for the Greater Boston region. He has 30+ years of credit, lending, operations, and risk management experience, having worked with banks, credit unions and mutual funds in Boston, Maine, New York City, and Los Angeles. John recently served as a commercial lender for the Finance Authority of Maine. He was also recently Director of the Office of Business Development and Innovation at the Maine Department of Economic and Community Development (DECD). John is a graduate of Brown University and Boston University, where he received his MBA.
Bonds
Wealth Management
Juan Carlos Morales is founder and managing director at Surfside Capital Advisors, a strategic finance consulting firm primarily focused on trajectory-changing events. Previously, Mr. Morales served as a banking and asset management executive, where he served as global chief financial officer for TIAA Global Asset Management and State Street's Global Advisors, two of the world's largest investment managers. In that capacity, he led a global team with locations in Boston, London, Hong Kong, and Bangalore through numerous business transformation initiatives including acquisitions, carve outs, and restructurings. He previously served as president and CEO of BNY Mellon Mexico and CFO of BNY Mellon Wealth Management, and began his career at PricewaterhouseCoopers' financial services industry practice.

Accounting Services
Tamara joined MassDevelopment in 2018 as an Accounts Payable Coordinator. In July 2021, she made the move to Accounts Receivable and is currently an Accounts Receivable Coordinator. Tamara oversees the utility department's invoicing, customer service and cash receipts. She also manages the accounts receivable functions for Jodrey, Cape Ann and Devens Regional Household Hazardous Waste. Prior to joining MassDevelopment, she had 21 years of bookkeeping and real estate legal assistant experience. Before that, she spent years in the Food Service Industry in many different capacities. Tamara holds an Associate of Occupational Science degree in Culinary Arts and a Bachelor of Science degree in Food Service Management from Johnson & Wales University, Providence, RI.
Payroll Services
Megan joined MassDevelopment in 2006 and serves as the Controller/SVP of Finance. Megan manages the day to day activities of the Accounting department including accounts payable, accounts receivable, payroll processing and general ledger activity for the Agency, TDMDC, Cape Ann Fisheries, Jodrey State Pier and all federal NMTC CDE entities. Megan is also responsible for year-end audit and tax return planning and preparation of the Agency consolidated financial statements, federal audit and Agency managed financial statements. Prior to joining MassDevelopment, Megan was an Accounting Manager at General Investment and Development Company, a private real estate developer, operator and investor where she prepared financial statements for residential and commercial properties and supervised property accountants. Megan started her career working in public accounting at Coopers & Lybrand LLP where she earned her CPA license. Megan holds a Bachelor of Science in Business Administration from the University of Massachusetts, Lowell.
Cash Flow Analysis
Lisa joined MassDevelopment in 1995 and serves as the Senior Vice President of Finance. Lisa oversees the Financial Analysis and Reporting Department. Lisa and her team are responsible for all Agency financial reporting and cash flow analysis, compliance reporting, grant contract management and the preparation of the Agency's fiscal year operating and capital budgets. Other responsibilities include managing the Devens Assessors Office and managing the renewal of the Agency's insurance policies. Lisa has a Bachelor of Science in Accounting from Anna Maria College and an MBA from Anna Maria College.
Bookkeeping Services

Financial Planning
Niwedita joined MassDevelopment in 2021 and serves as the Commercial Credit Analyst in the finance department. Niwedita's role is to analyze creditworthiness of commercial loan or guarantee applicants and assign a credit risk rating. She helps lenders with loan approval write ups, annual reviews, industry analysis and annual financial statements spread. Prior to joining MassDevelopment, Niwedita worked as finance professional at People's United Bank where she conducted financial reviews, budgeting and handled consumer lending and financial planning. Niwedita holds a Master of Business Administration in Human resource and Marketing and Bachelor of Business Administration in Finance.
Annuities
Corlis joined MassDevelopment in 2014 as a loan administrator in the portfolio group. As a loan administrator, Corlis provides support to members of commercial lending, real estate and community development teams and also to external customers day to day servicing of grants and loans. Prior to joining MassDevelopment, Corlis was a housing representative at MetroBoston Housing with a focus on certifying tenants for rental assitance via the Massachusetts Rental Voucher Program. Corlis was also employed at John Hancock/Manulife as a quality assurance manager in new business annuities. She has an Associate's degree from Bay State College.
Long Term Care
Founded in 1994, City Fresh Foods has been at the forefront of striving to alleviate food insecurity and improve food equality. The company prepares and delivers fresh and healthy meals for institutional customers such as schools, elder-care organizations, and other health-related clients throughout Eastern Massachusetts. The company has a successful Employee Stock Purchase Program and hires from within the community to cultivate talent while building sustainable and meaningful careers for their employees, many of whom live in economically challenged neighborhoods.
Asset Management
This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Fund's investment objectives, risks, charges and expenses before investing in the Fund. This and other information about the Fund is available in the Fund’s current Information Statement, which should be read carefully before investing. A copy of the Fund’s Information Statement may be obtained by calling the Investment Advisor at 1-800-937-2736. While the Fund seeks to maintain a stable net asset value of $1.00 per unit, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Units of the Fund are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) ( www.finra.org ) and Securities Investor Protection Corporation (SIPC) ( www.sipc.org ). PFM Fund Distributors, Inc. is an affiliate of PFM Asset Management LLC.

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