Summary
Overview
Work History
Education
Skills
Timeline
Olivia Westmoreland

Olivia Westmoreland

Estate Manager
San Francisco,CA

Summary

Positive and diligent estate management professional effective at promoting resident satisfaction by addressing concerns, spearheading repairs and implementing updates to enhance properties. Talented project manager with demonstrated operational and leadership skills. Offering six years of management experience paired with goal-oriented and performance-minded approach. Driven and resourceful administrative professional with seven years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.

Overview

8
8
years of professional experience

Work History

Estate Manager

Private Residence
11.2022 - 03.2023
  • Supervised staff and participated training and performance evaluations to establish and enforce policies and procedures for optimal household function.
  • Oversaw household, personal, and professional calendars and coordinated appointments for future events as needed.
  • Arranged domestic and international travel plans and itineraries.
  • Created systems to keep detailed track of household inventory and maintenance schedules.
  • Managed vendors, protocols and house manuals for multiple residences
  • Performed event coordination for large parties and gatherings.
  • Conducted security audits to identify potential problems related to physical security, staff safety and asset protection.
  • Attended property development meetings to make informed decisions, provide administrative support and evaluate progress toward goals and objectives.
  • Performed financial and managerial analyses to evaluate household expenses, and make cost saving recommendations, and prepared financial reports.
  • Conducted inspections of property grounds, buildings and equipment to identify maintenance concerns and direct timely repairs.

Estate Manager / Assistant to Founder

Private Residence
03.2021 - 08.2022
  • Blended seamlessly roles of EA/PA, project manager and estate manager
  • Oversaw estate maintenance for four large estates, including major remodeling projects. The main residence was 13,000+ sq/ft on 3+ acres
  • Managed events such as philanthropic fundraisers, galas, cocktail / dinner events and other large parties as they arose
  • Created travel itineraries and assisted in vacation planning and logistics for private and commercial travel both internationally and domestic
  • Exercised a high level of confidentiality, diplomacy, and professionalism in all areas
  • Assisted principals in recruiting, onboarding, and managing staff as needed. Coordinated with chefs and executive housekeepers on a daily basis
  • Owned the family calendar and worked to integrate the calendars for the principals as well as their children
  • Managed home finances, mail and bills; prepared budgets and cost reports
  • Coordinated and supervised all vendor interaction, including contract negotiations with vendors in a manner that protects the interests of the principals
  • Served as the primary gatekeeper responsible for managing and prioritizing communications and engagements
  • Coordinated with board of directors and other C level executives for the principal's philanthropic and nonprofit activities
  • Closely collaborated with project members to identify and quickly address problems
  • Supported senior managers and department leaders by completing projects and problem resolution under tight budgets and schedule demands
  • Adjusted project plans to account for dynamic targets, staffing changes and operational specifications
  • Organization and management of the principal's fine art collection
  • Assisted with property acquisition to expand principals real estate portfolio
  • Researched and procured products and services needed by the principal or for the home
  • Managed all aspects related to the family's automobiles, service, documentation, repairs, etc
  • Traveled to the family estates prior to the family's arrival to set up and receive the family

Personal + Family Assistant

Private Residence
01.2017 - 04.2020
  • Kept a pulse on physical operations and follow up on action items in a timely manner
  • Handled complex calendars for busy family, including personal scheduling and appointments
  • Worked closely with multiple staff to ensure a seamless life for principal
  • Coordinated events for principals philanthropic interests
  • Responsible for procurement of house goods, errand running, and occasional driving of principals children
  • Create and manage household expense reports, budgets, manuals, inventory maintenance, and menus

Executive Assistant to President & CEO

The Sapir Organization
12.2015 - 12.2016
  • Exercised a high level of confidentiality, diplomacy, and professionalism in all areas
  • Served as the primary gatekeeper responsible for managing and prioritizing communications and engagements
  • Handled all aspects of international and domestic travel logistics and accommodations for entire tri-generation family
  • Worked closely with principals legal and accounting teams for both personal and corporate projects
  • Planned personal and professional parties as well as large philanthropic fundraising events
  • Oversaw both residential and corporate building renovation projects, managed multiple private residences
  • Interfaced daily with contractors and property management to maintain corporate Mid-Town Manhattan properties
  • Handled onsite property emergencies with efficiency and grace
  • Maintained order and organization for the lives of a tri-generational family,13 members
  • Coordinated the consolidation and organization of both art collections and wine cellar contents
  • Managed a complex calendar of personal and professional engagements requiring precise coordination with high level executives, investors, and board members

Assistant to Office Manager

Tilden Park Capital Management
09.2015 - 12.2015
  • Managed the office calendar, scheduled appointments, coordinated reservations and travel itineraries
  • Established trustworthy rapport with supervisors, colleagues and vendors by completing tasks in a timely fashion
  • Proofread, edited, and composed both internal and external correspondence on a daily basis
  • Acted as gatekeeper by screening visitors, calls, and emails as necessary
  • Utilized internet research to locate vendors in order to purchase office supplies and keep within budget
  • Responsible for handling both sensitive personal and confidential professional information and materials
  • Demonstrated the ability to anticipate and adapt easily to unforeseen events with confidence
  • Created spreadsheets for budget plans, invoice archives, expense reports, and inventory maintenance

Education

Bachelor of Science - Human Physiology

University of Oregon, Eugene, OR
03.2013

Minor - Business

University of Oregon, Eugene, OR
03.2013

Skills

  • Estate Management
  • Vendor Relationship Management
  • Travel Arrangement Coordination
  • Planning and Prioritization
  • Interpersonal Communication Skills
  • Event Planning
  • Calendar and Scheduling Software
  • Multitasking and Organization
  • Bookkeeping and QuickBooks Accounting
  • Purchasing and Procurement

Timeline

Estate Manager - Private Residence
11.2022 - 03.2023
Estate Manager / Assistant to Founder - Private Residence
03.2021 - 08.2022
Personal + Family Assistant - Private Residence
01.2017 - 04.2020
Executive Assistant to President & CEO - The Sapir Organization
12.2015 - 12.2016
Assistant to Office Manager - Tilden Park Capital Management
09.2015 - 12.2015
University of Oregon - Bachelor of Science, Human Physiology
University of Oregon - Minor, Business

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Olivia WestmorelandEstate Manager