Portfolio Operations
Current
Aug 2021 - Present
AeroLeads people directory · profile
Sara Daly Email & Phone Number
Portfolio Operations
at
Beck Bode, LLC
1 work email found
@beckbode.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Portfolio Operations
Location
Greater Boston, United States, United States
Company size
Who is Sara Daly? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sara Daly is listed as Portfolio Operations at Beck Bode, LLC, a company with 24 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at beckbode.com and a matched LinkedIn profile for Sara Daly.
Sara Daly previously worked as Finance Intern at Beck Bode, Llc and Marketing Intern at Essère Atelier. Sara Daly holds Bachelor Of Science - Bs, Finance Major, Management Minor, Senior from Fairfield University.
Company email context
Email format at Beck Bode, LLC
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{first}.{last}@beckbode.com
89% confidence
AeroLeads found 1 current-domain work email signal for Sara Daly. Compare company email patterns before reaching out.
Profile bio
About Sara Daly
Sara Daly is a Portfolio Operations at Beck Bode, LLC.
Current workplace
Sara Daly's current company
Company context helps verify the profile and gives searchers a useful next step.
Beck Bode, Llc
5 roles
Sara Daly work experience
A career timeline built from the work history available for this profile.
Finance Intern
- Develop reports to provide better understanding around firm investment model characteristics by market capitalization and sector, resulting in consolidation of like models to enhance efficiencies through the monthly.
- Continuously monitor and review portfolio company analyst reports of firm holdings and create commentary to be used by the Chief Investment Officer and investment committee in investment decisions
- Regularly track market news and industry trends for areas of firm holdings to create commentary used by advisors for client communications
- Recognize deficiencies in understanding of the firm’s net asset’s under management on a monthly basis resulting in creation of a report to stratify the different components [deposits/withdrawals and market change] to.
- Automate processes for identifying quarterly top holdings, sector splits and strategy turnover data to be used in quarterly institutional decks and retail quarterly reporting
- Perform data scrub and reconciliation to validate portfolio management software information to allow for more reliable and efficient outputs
May 2020 - Aug 2021
Marketing Intern
Essère Atelier
- Controlled the company’s social media platforms and connected with social influencers to promote the brand
- Managed 7 part time marketing interns, delegating job responsibilities and managing schedules on a weekly basis
- Planned and advertised events, including a relaunch event, to help increase sales and brand recognition
Sep 2019 - Dec 2019
Administrative Assistant
- Used communication skills to assist patients in making appointments
- Improved record system for more efficient patient filing and handling of paperwork
- Handled patient copays and purchases, insurance providers and billing
Sep 2016 - Sep 2019
Banquet Server
- Assisted in organizing for fast paced events such as weddings and baptisms for up to 200 people
- Managed time effectively to ensure customer service was timely and satisfactory
- Addressed issues with service and promptly devised effective solutions
Aug 2016 - Aug 2019
Team & coworkers
Colleagues at Beck Bode, LLC
Other employees you can reach at beckbode.com. View company contacts for 24 employees →
JB
Jim Bode
Colleague at Beck Bode, LlcGreater Boston, United States
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KO
Karen O'Donoghue, Cfp®Cdfa®
Colleague at Beck Bode, LlcPortsmouth, New Hampshire, United States, United States
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CK
Christie Kneeland Markham
Colleague at Beck Bode, LlcNewport, Rhode Island, United States, United States
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AC
Ashley Cotler
Colleague at Beck Bode, LlcLas Vegas, Nevada, United States, United States
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HH
Hayden Hawkey
Colleague at Beck Bode, LlcUnited States, United States
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JS
James Sambold
Colleague at Beck Bode, LlcHampton Falls, New Hampshire, United States, United States
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BB
Benjamin Beck, Cfp®
Colleague at Beck Bode, LlcMedfield, Massachusetts, United States, United States
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AM
Andrew Martone
Colleague at Beck Bode, LlcGreater Boston, United States
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RO
Roxanne O’Donoghue
Colleague at Beck Bode, LlcUnited States, United States
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Jim Bode
Colleague at Beck Bode, LlcGreater Boston, United States
View →
KO
Karen O'Donoghue, Cfp®Cdfa®
Colleague at Beck Bode, LlcPortsmouth, New Hampshire, United States, United States
View →
CK
Christie Kneeland Markham
Colleague at Beck Bode, LlcNewport, Rhode Island, United States, United States
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AC
Ashley Cotler
Colleague at Beck Bode, LlcLas Vegas, Nevada, United States, United States
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HH
Hayden Hawkey
Colleague at Beck Bode, LlcUnited States, United States
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JS
James Sambold
Colleague at Beck Bode, LlcHampton Falls, New Hampshire, United States, United States
View →
BB
Benjamin Beck, Cfp®
Colleague at Beck Bode, LlcMedfield, Massachusetts, United States, United States
View →
AM
Andrew Martone
Colleague at Beck Bode, LlcGreater Boston, United States
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RO
Roxanne O’Donoghue
Colleague at Beck Bode, LlcUnited States, United States
View →
2 education records
Sara Daly education
Bachelor Of Science - Bs, Finance Major, Management Minor, Senior
Bachelor Of Science - Bs, Finance, Junior
FAQ
Frequently asked questions about Sara Daly
Quick answers generated from the profile data available on this page.
What company does Sara Daly work for?
Sara Daly works for Beck Bode, LLC.
What is Sara Daly's role at Beck Bode, LLC?
Sara Daly is listed as Portfolio Operations at Beck Bode, LLC.
What is Sara Daly's email address?
AeroLeads has found 1 work email signal at @beckbode.com for Sara Daly at Beck Bode, LLC.
Where is Sara Daly based?
Sara Daly is based in Greater Boston, United States, United States while working with Beck Bode, LLC.
What companies has Sara Daly worked for?
Sara Daly has worked for Beck Bode, Llc, Essère Atelier, Daly Foot Care, and Dedham Country & Polo Club.
Who are Sara Daly's colleagues at Beck Bode, LLC?
Sara Daly's colleagues at Beck Bode, LLC include Jim Bode, Karen O'Donoghue, Cfp®Cdfa®, Christie Kneeland Markham, Ashley Cotler, and Hayden Hawkey.
How can I contact Sara Daly?
You can use AeroLeads to view verified contact signals for Sara Daly at Beck Bode, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sara Daly attend?
Sara Daly holds Bachelor Of Science - Bs, Finance Major, Management Minor, Senior from Fairfield University.
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