Daniel Lord Email and Phone Number
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I have over a dozen years of experience in the financial services industry, working with various types of funds, investors, and auditors. My core competencies include producing accurate and timely financial statements, facilitating investor onboarding and compliance, and communicating effectively with internal and external stakeholders.I have an MBA in Finance from Suffolk University and a strong background in finance, financial analysis, and financial services. I am passionate about delivering high-quality service and solutions to clients, while also contributing to the growth and development of teams and organizations.
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Operations AnalystRockefeller Capital ManagementBoston, Ma, Us
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Operations AnalystRockefeller Capital Management Apr 2024 - PresentNew York, New York, Us -
Manager, Investor ServicesTrustserve Lp May 2023 - Oct 2023Coral Gables, Florida, UsManaged client relationships and provided ongoing support to investors. Processed investor capital activity including subscriptions, redemptions, and transfers in accordance with the investment funds’ offering documents.Performed anti-money laundering (AML/KYC) checks in compliance with the laws and regulations of the investment funds’ jurisdiction(s). -
Supervisor - Alternatives Investor ServicesSs&C Technologies Aug 2021 - Apr 2023Windsor, Ct, UsSupervised a team of junior employees and conducted training for new hires.Oversaw client relationships and the launch of new investment funds (e.g., private equity, venture capital, co-investments).Performed AML/KYC due diligence on new investors; oversaw incoming and outgoing wire payments; produced and distributed reporting to investors and clients. -
Senior Representative, Alternatives Transfer AgencyBrown Brothers Harriman Feb 2017 - Aug 2021New York, Ny, UsProvided support for various fund manager clients; onboarded new investors; responded to daily investor inquiries and other ad hoc requests.Processed transactions (i.e., capital calls, transfers of interest, distributions, etc.) Coordinated and reviewed monthly and quarterly reporting processes for a variety of investment vehicles (e.g., mutual funds, private equity, hedge, real estate). -
Goods & Services AnalystAirinc Oct 2015 - Nov 2016Boston, Massachusetts, UsAnalyzed complex data sets and surveys for international cost of living assignments; created and updated reporting for clients to assist in calculating compensation packages for expat employees; responded to client data inquiries via email. -
Client Service AssociateMorgan Stanley Wealth Management Jul 2014 - Sep 2015New York, Ny, UsProvided administrative support to Financial Advisors, created reports, obtained investment and product information, investigated and resolved any problems to ensure accounts were up to date in accordance with regulatory standards.Communicated with clients regarding the status of their accounts, trade orders, and general needs in order to build relationships that deepens trust and confidence.Developed and implemented marketing strategies to attract and maintain high-net-worth clientele. -
Trust AdministratorMorrissey, Hawkins & Lynch Oct 2012 - Jul 2014Communicated with private wealth and investment firms on behalf of the firm's clients.Built trustworthy relationships with firm clients. Developed trust and probate accounts for new clients of the firm.Became familiar with the various types of trusts and their individual characteristics.Worked with outside CPA firms for client's tax filings: estate, gift, income.Provided attorneys with cash flow analysis of trusts and client spending trends.Reconciled client checking, money market and other investment related accounts in Quickbooks.
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Portfolio AccountantState Street Jan 2012 - Sep 2012Boston, Massachusetts, UsPerformed processing of cash and custody events per fund policies. -
Desktop Engineering Co-OpState Street Global Advisors Jan 2011 - Jul 2011Boston, Massachusetts, UsTested software packages prior to deployment for bugs in their installation process.Created internal advertisements to deploy software as scheduled.Ran SCCM (Microsoft System Center Configuration Manager) reports to check the progress of deployments andtrack whether machines and servers are operating properly.Checked daily for security status updates and programs that have vulnerabilities.
Daniel Lord Skills
Daniel Lord Education Details
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Suffolk University - Sawyer Business SchoolFinance -
Northeastern UniversityFinance & Insurance
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Cardinal Spellman High SchoolHigh School Diploma
Frequently Asked Questions about Daniel Lord
What company does Daniel Lord work for?
Daniel Lord works for Rockefeller Capital Management
What is Daniel Lord's role at the current company?
Daniel Lord's current role is Operations Analyst.
What is Daniel Lord's email address?
Daniel Lord's email address is dl****@****ail.com
What is Daniel Lord's direct phone number?
Daniel Lord's direct phone number is +178197*****
What schools did Daniel Lord attend?
Daniel Lord attended Suffolk University - Sawyer Business School, Northeastern University, Cardinal Spellman High School.
What are some of Daniel Lord's interests?
Daniel Lord has interest in Health, Science And Technology, Education, Economic Empowerment.
What skills is Daniel Lord known for?
Daniel Lord has skills like Investments, Fixed Income, Microsoft Excel, Mutual Funds, Microsoft Word, Access, Microsoft Office, Powerpoint, Fund Accounting, Financial Analysis, Fund Administration, Budgets.
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