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Olivia Whitmore Email & Phone Number
Client Service Associate
at
Morgan Stanley
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate
Location
Port Washington, New York, United States
Company size
Who is Olivia Whitmore? Overview
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Quick answer
Olivia Whitmore is listed as Client Service Associate at Morgan Stanley, a with 94640 employees, based in Port Washington, New York, United States. AeroLeads shows a matched LinkedIn profile for Olivia Whitmore.
Olivia Whitmore previously worked as Front Desk Team Member at Barry'S and Summer Analyst at Captrust. Olivia Whitmore holds Bachelor'S Degree, Management And Human Organization from Indiana University Bloomington.
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Morgan Stanley
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Profile bio
About Olivia Whitmore
Olivia Whitmore is a Client Service Associate at Morgan Stanley.
Current workplace
Olivia Whitmore's current company
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Morgan Stanley
7 roles
Olivia Whitmore work experience
A career timeline built from the work history available for this profile.
Front Desk Team Member
Current
Aug 2024 - Present
Summer Analyst
-Supported an institutional retirement plan advisor overseeing a portfolio of $900 million in assets under management-Developed client-specific materials, yielding streamlined, highly effective meetings-Conducted comprehensive institutional data analysis, leveraging advanced functionalities of Microsoft Excel and PowerPoint to present key findings and insights effectively-Managed follow-up activities to reinforce communication, fostering cohesion between client and advisor
Jun 2023 - Aug 2023
Sailing Instructor
Manhasset Bay Yacht Club is a Hospitality company located in 455 Main St, Port Washington, NY, United States. -Organized daily activities and instructed sailors between the ages of 7 and 16-Developed problem solving skills in coming up with solutions in a fast-paced environment -Maintained relationships with clients by giving private lessons -Taught with an enthusiastic approach to enhance students passion for the sport and competitiveness -Acquired innovation skills while creating exercises and projects on days where weather wouldn't permit
Jun 2020 - Aug 2023
Administrative Assistant
The Monroe Building
- Create Monthly and YE income reports for a fourteen-unit office building - Prepare leases for new tenants and lease amendments for existing tenants - Prepare monthly tenant invoices
Feb 2018 - Jun 2023
Fundraiser
Make-A-Wish is a non-profit foundation that creates life-changing wishes for children with critical illnesses. -Worked as a fundraiser at the Port Washington Yacht Club Make-A-Wish sailing regatta -Sold raffle tickets to members who participated in sailing regatta-all profits go to Make-A-Wish-Communicated with both foundation and yacht club members to strengthen the outcome of the event - Organized themes and placement for raffle baskets
Jul 2015 - Jul 2018
Summer Camp Counselor
-Organized activities for campers -Assisted camp directors in creating activities and projects-Ensured Camper Safety
Jun 2016 - 2018
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
AS
Alison Shira
Colleague at Morgan StanleyUnited States
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DF
David Francis,Cfp®
Colleague at Morgan StanleyGreater Milwaukee, United States
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SG
Susan Golpe
Colleague at Morgan StanleyCypress, Texas, United States
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PS
Prakash Shindalkar
Colleague at Morgan StanleyBengaluru, Karnataka, India
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MO
Michael O'Connell
Colleague at Morgan StanleyUnited States
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AY
Alistair Youngson
Colleague at Morgan StanleyGlasgow, Scotland, United Kingdom
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TC
Thomas Carlyle
Colleague at Morgan StanleyDundee, Scotland, United Kingdom
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KG
Kevin Galvin
Colleague at Morgan StanleySanta Barbara County, California, United States
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BS
Brynne Springer
Colleague at Morgan StanleyPhiladelphia, Pennsylvania, United States
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UH
Umair H.
Colleague at Morgan StanleyBudapest, Hungary
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Alison Shira
Colleague at Morgan StanleyUnited States
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DF
David Francis,Cfp®
Colleague at Morgan StanleyGreater Milwaukee, United States
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SG
Susan Golpe
Colleague at Morgan StanleyCypress, Texas, United States
View →
PS
Prakash Shindalkar
Colleague at Morgan StanleyBengaluru, Karnataka, India
View →
MO
Michael O'Connell
Colleague at Morgan StanleyUnited States
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AY
Alistair Youngson
Colleague at Morgan StanleyGlasgow, Scotland, United Kingdom
View →
TC
Thomas Carlyle
Colleague at Morgan StanleyDundee, Scotland, United Kingdom
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KG
Kevin Galvin
Colleague at Morgan StanleySanta Barbara County, California, United States
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BS
Brynne Springer
Colleague at Morgan StanleyPhiladelphia, Pennsylvania, United States
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UH
Umair H.
Colleague at Morgan StanleyBudapest, Hungary
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4 education records
Olivia Whitmore education
Bachelor'S Degree, Management And Human Organization
Finance Minor, Finance, General
Education record
Bachelor Of Arts - Ba
FAQ
Frequently asked questions about Olivia Whitmore
Quick answers generated from the profile data available on this page.
What company does Olivia Whitmore work for?
Olivia Whitmore works for Morgan Stanley.
What is Olivia Whitmore's role at Morgan Stanley?
Olivia Whitmore is listed as Client Service Associate at Morgan Stanley.
Where is Olivia Whitmore based?
Olivia Whitmore is based in Port Washington, New York, United States while working with Morgan Stanley.
What companies has Olivia Whitmore worked for?
Olivia Whitmore has worked for Morgan Stanley, Barry'S, Captrust, Manhasset Bay Yacht Club, and The Monroe Building.
Who are Olivia Whitmore's colleagues at Morgan Stanley?
Olivia Whitmore's colleagues at Morgan Stanley include Alison Shira, David Francis,Cfp®, Susan Golpe, Prakash Shindalkar, and Michael O'Connell.
How can I contact Olivia Whitmore?
You can use AeroLeads to view verified contact signals for Olivia Whitmore at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Olivia Whitmore attend?
Olivia Whitmore holds Bachelor'S Degree, Management And Human Organization from Indiana University Bloomington.
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