Olivia brings extensive administrative expertise to her role as a Client Relationship Manager, specializing in money movement, account opening, and client onboarding. She excels in establishing and administrating all account types including trust, LLCs and other entities. Olivia’s attention to detail and dedication to client satisfaction make her an invaluable asset to the team.
Olivia started working with O’Keeffe Financial Partners after graduating college in 2021. She grew up in North Caldwell, New Jersey, attending West Essex Regional High School. She is a 2021 graduate of the University of Florida, holding a Bachelors of Science in Business Administration.
Olivia is the oldest of her two younger sisters and enjoys spending time with family and friends, reading fiction books, and traveling. She is very detail oriented and works to optimize overall function in the business. Since starting with us, Olivia has obtained her Series 7 securities license.