Analyst, Wealth Management
Current
Jun 2024 - Present
AeroLeads people directory · profile
Olivia Morgan Email & Phone Number
Analyst, Wealth Management
at
Cerulli Associates
1 work email found
@putnam.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Analyst, Wealth Management
Location
Boston, Massachusetts, United States
Company size
Who is Olivia Morgan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Olivia Morgan is listed as Analyst, Wealth Management at Cerulli Associates, a company with 87 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com and a matched LinkedIn profile for Olivia Morgan.
Olivia Morgan previously worked as Retirement Plan Consultant at Franklin Templeton and DCIO-Internal Investment Specialist at Putnam Investments. Olivia Morgan holds Bachelor'S Degree, Finance, General from University Of New Hampshire.
Company email context
Email format at Cerulli Associates
This section adds company-level context without repeating Olivia Morgan's masked contact details.
{first}_{last}@putnam.com
86% confidence
AeroLeads found 1 current-domain work email signal for Olivia Morgan. Compare company email patterns before reaching out.
Profile bio
About Olivia Morgan
Olivia Morgan is a Analyst, Wealth Management at Cerulli Associates.
Current workplace
Olivia Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
Cerulli Associates
6 roles
Olivia Morgan work experience
A career timeline built from the work history available for this profile.
Retirement Plan Consultant
Jan 2024 - Jun 2024
Dcio-Internal Investment Specialist
Jan 2023 - Jan 2024
Dcio Senior Internal Sales Associate
Aug 2022 - Dec 2022
Regional Associate
Jun 2021 - Aug 2022
Client Engagement Center Intern
- Completed various projects for all levels of management involving Microsoft Excel, Word and Salesforce on a daily basis.
- Worked specifically with the Relationship Management/Key Account Team at Putnam. Provided the RM’s with competitive analysis to highlight where Putnam has an opportunity with mutual funds against competitors.
- Captain of a Team Presentation on Diversity & Inclusion which we presented in front of all upper management at the conclusion of our internship.
- Prepared presentation and marketing materials for Relationship Managers and Regional Consultants to increase the exposure, recognition, and understanding of Putnam’s retail mutual funds in their respective.
Jul 2020 - Aug 2020
Team & coworkers
Colleagues at Cerulli Associates
Other employees you can reach at cerulli.com. View company contacts for 87 employees →
DF
Dave Fletcher
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
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MG
Mason Gillespie
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
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JF
Jeremy Fodaski
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
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AC
Asher Cheses
Colleague at Cerulli AssociatesGreater Boston, United States
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DW
David Walker
Colleague at Cerulli AssociatesLondon, England, United Kingdom, United Kingdom
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MW
Michelle Wadsworth
Colleague at Cerulli AssociatesGreater Boston, United States
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MG
Michele Giuditta, Cfa
Colleague at Cerulli AssociatesGreater Boston, United States
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TD
Thusitha De Silva
Colleague at Cerulli AssociatesSingapore, Singapore
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SS
Scott Smith
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
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AP
Alec Papazian
Colleague at Cerulli AssociatesCambridge, Massachusetts, United States, United States
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Dave Fletcher
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
View →
MG
Mason Gillespie
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
View →
JF
Jeremy Fodaski
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
View →
AC
Asher Cheses
Colleague at Cerulli AssociatesGreater Boston, United States
View →
DW
David Walker
Colleague at Cerulli AssociatesLondon, England, United Kingdom, United Kingdom
View →
MW
Michelle Wadsworth
Colleague at Cerulli AssociatesGreater Boston, United States
View →
MG
Michele Giuditta, Cfa
Colleague at Cerulli AssociatesGreater Boston, United States
View →
TD
Thusitha De Silva
Colleague at Cerulli AssociatesSingapore, Singapore
View →
SS
Scott Smith
Colleague at Cerulli AssociatesBoston, Massachusetts, United States, United States
View →
AP
Alec Papazian
Colleague at Cerulli AssociatesCambridge, Massachusetts, United States, United States
View →
1 education record
Olivia Morgan education
FAQ
Frequently asked questions about Olivia Morgan
Quick answers generated from the profile data available on this page.
What company does Olivia Morgan work for?
Olivia Morgan works for Cerulli Associates.
What is Olivia Morgan's role at Cerulli Associates?
Olivia Morgan is listed as Analyst, Wealth Management at Cerulli Associates.
What is Olivia Morgan's email address?
AeroLeads has found 1 work email signal at @putnam.com for Olivia Morgan at Cerulli Associates.
Where is Olivia Morgan based?
Olivia Morgan is based in Boston, Massachusetts, United States while working with Cerulli Associates.
What companies has Olivia Morgan worked for?
Olivia Morgan has worked for Cerulli Associates, Franklin Templeton, and Putnam Investments.
Who are Olivia Morgan's colleagues at Cerulli Associates?
Olivia Morgan's colleagues at Cerulli Associates include Dave Fletcher, Mason Gillespie, Jeremy Fodaski, Asher Cheses, and David Walker.
How can I contact Olivia Morgan?
You can use AeroLeads to view verified contact signals for Olivia Morgan at Cerulli Associates, including work email, phone, and LinkedIn data when available.
What schools did Olivia Morgan attend?
Olivia Morgan holds Bachelor'S Degree, Finance, General from University Of New Hampshire.
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