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George Mac Neil
18 Dartmouth Place #3
Boston MA 02116
geomacneil@yahoo.com

Over 18 years of client service/operations experience in financial services industry.

Upromise Investments, Inc – Needham MA Oct 2003 - Present

Manage the overall performance of client specific 529 programs.
Direct management of client program team, including hiring, training, performance management, and process management.
Workflow management and work execution.
Development of standard operating procedures in accordance with program specifications, service level agreements, departmental standards, and regulatory compliance.
Client Services lead for 529 plan conversions.

Behemothmedia Open Studio – Boston MA Mar 2002 – Sept 2003

www.behemothmedia.com/macneil.html

North American Funds – Boston MA Mar 1994 – Feb 2002

Consistent experience with same mutual fund family over 8 years, during 4 merger/acquisitions.
AIG/SunAmerica Mutual Funds, American General Financial Group, Cypress Holding Company (CypressTree Investments) and Manulife Financial.
Coordinated proxy solicitations, consolidation, transition, and system conversion of North American Funds with fund management, transfer agent, and vendors as it related to merger/acquisitions.
Maintained and monitored all transfer agent activities (Boston Financial Data Services & DST Systems)
Partnered with management to bring a variety of new products to market through launch and implementation phases.
Drove overall strategy for customer service and client relations.
Managed call center activity, ensuring prompt, accurate, articulate, and proactive customer service to financial advisors, shareholders, and industry professionals.

MFS Investment Management – Boston MA Jan 1986 – Mar 1994

Dealer Services – Organized, planned and directed broker/dealer projects. Assisted sales force and financial advisor with services issues and transactions.
Client Services – Provided assistance to shareholders, and financial advisors

Licenses:

NASD Series 6, 63, 26, and 51

Education:

Suffolk University – Boston MA BS Communications - 1985