AeroLeads people directory · profile
Daniel Lord Email & Phone Number
Operations Analyst
at
Rockefeller Capital Management
1 work email found
@bbh.com
2 phones found area 781
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Operations Analyst
Location
Greater Boston, United States, United States
Who is Daniel Lord? Overview
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Quick answer
Daniel Lord is listed as Operations Analyst at Rockefeller Capital Management, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at bbh.com, phone signal with area code 781, and a matched LinkedIn profile for Daniel Lord.
Daniel Lord previously worked as Manager, Investor Services at Trustserve Lp and Supervisor - Alternatives Investor Services at Ss&C Technologies. Daniel Lord holds Master Of Business Administration - Mba, Finance from Suffolk University - Sawyer Business School.
Company email context
Email format at Rockefeller Capital Management
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{first}.{last}@bbh.com
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AeroLeads found 1 current-domain work email signal for Daniel Lord. Compare company email patterns before reaching out.
Profile bio
About Daniel Lord
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.
Listed skills include Investments, Fixed Income, Microsoft Excel, Mutual Funds, and 26 others.
Current workplace
Daniel Lord's current company
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10 roles
Daniel Lord work experience
A career timeline built from the work history available for this profile.
Operations Analyst
Current
Apr 2024 - Present
Manager, Investor Services
Managed 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).
May 2023 - Oct 2023
Supervisor - Alternatives Investor Services
Supervised 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.
Aug 2021 - Apr 2023
Senior Representative, Alternatives Transfer Agency
Provided 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.
Feb 2017 - Aug 2021
Goods & Services Analyst
Analyzed 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.
Oct 2015 - Nov 2016
Client Service Associate
Provided 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.
Jul 2014 - Sep 2015
Trust Administrator
Morrissey, Hawkins & Lynch
Communicated 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.
Oct 2012 - Jul 2014
Portfolio Accountant
Performed processing of cash and custody events per fund policies.
Jan 2012 - Sep 2012
Desktop Engineering Co-Op
Tested 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.
Jan 2011 - Jul 2011
3 education records
Daniel Lord education
Master Of Business Administration - Mba, Finance
Suffolk University - Sawyer Business School
Business Administration, Finance & Insurance
Northeastern University
High School Diploma, High School Diploma
Cardinal Spellman High School
FAQ
Frequently asked questions about Daniel Lord
Quick answers generated from the profile data available on this page.
What company does Daniel Lord work for?
Daniel Lord works for Rockefeller Capital Management.
What is Daniel Lord's role at Rockefeller Capital Management?
Daniel Lord is listed as Operations Analyst at Rockefeller Capital Management.
What is Daniel Lord's email address?
AeroLeads has found 1 work email signal at @bbh.com for Daniel Lord at Rockefeller Capital Management.
What is Daniel Lord's phone number?
AeroLeads has found 2 phone signal(s) with area code 781 for Daniel Lord at Rockefeller Capital Management.
Where is Daniel Lord based?
Daniel Lord is based in Greater Boston, United States, United States while working with Rockefeller Capital Management.
What companies has Daniel Lord worked for?
Daniel Lord has worked for Rockefeller Capital Management, Trustserve Lp, Ss&C Technologies, Brown Brothers Harriman, and Airinc.
How can I contact Daniel Lord?
You can use AeroLeads to view verified contact signals for Daniel Lord at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel Lord attend?
Daniel Lord holds Master Of Business Administration - Mba, Finance from Suffolk University - Sawyer Business School.
What skills is Daniel Lord known for?
Daniel Lord is listed with skills including Investments, Fixed Income, Microsoft Excel, Mutual Funds, Microsoft Word, Access, Microsoft Office, and Powerpoint.
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