Olga Agocs

Olga Agocs Email and Phone Number

Senior Operations Administrator at MGR Wealth Management, LLC @
Olga Agocs's Location
Boca Raton, Florida, United States, United States
About Olga Agocs

As a Senior Operations Administrator, I provide support to MGR Wealth Management Financial Advisors in investment planning, investment management and delivering superior customer service. I serve as the liaison and frontline point of contact between the firm and its clients. My responsibilities include building positive client relationships by effectively addressing client inquiries, processing investment transactions, record keeping, managing customer account portfolios, assisting with various administrative tasks and special projects. I also focus on development and growth of the firm by helping identify more business opportunities. My Financial Services Career began as a Licensed Agent at New York Life Insurance Company in 2013 which laid foundation for my subsequent Senior Banking Roles at JPMorgan Chase and Wells Fargo Bank. I hold a degree in Linguistics from the State University of Leo Tolstoy in Russia, and am licensed with Series 7, 66, and FL Life and Health Insurance licenses.This information is intended for use by residents of and FL only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Olga Agocs's Current Company Details
MGR Wealth Management, LLC

Mgr Wealth Management, Llc

Senior Operations Administrator at MGR Wealth Management, LLC
Olga Agocs Work Experience Details
  • Mgr Wealth Management, Llc
    Senior Operations Administrator
    Mgr Wealth Management, Llc May 2024 - Present
  • Wells Fargo
    Senior Premier Banker
    Wells Fargo Sep 2022 - May 2024
    United States
  • Jpmorgan Chase Bank, N.A.
    Private Client Banker At Jp Morgan Chase Bank, N.A.
    Jpmorgan Chase Bank, N.A. May 2019 - Sep 2022
  • Jpmorgan Chase Bank, N.A.
    Relationship Banker
    Jpmorgan Chase Bank, N.A. Mar 2015 - May 2019
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Sep 2014 - Mar 2015
    1300 Concord Terr, Suite 500, Sunrise, Fl, 33323
  • New York Life Insurance Company
    Licensed Agent
    New York Life Insurance Company Oct 2013 - Mar 2015
    1300 Concord Terr, Sunrise, Florida, 33323
  • Renew Auto Collision Of South Florida Inc.
    Office & Shop Manager
    Renew Auto Collision Of South Florida Inc. Jan 2012 - Sep 2013
    Ft Lauderdale
    Customer Service, Auto Appraisal, Claims Handling, Auto Parts, Sales Operation, Financial Reporting, Accounts Payable/ Receivable, Cost Control, Tracking Budget Expenses, Bank Reconciliation, Profit&Loss Reporting, Payroll, Invoice Processing, Sales & Use Tax Compliance, License Management

Olga Agocs Education Details

  • Tula State Pedagogical University Named After L.N.Tolstoy
    Tula State Pedagogical University Named After L.N.Tolstoy
    Foreign Languages, Literatures, And Linguistics
  • Nylic University
    Nylic University
  • Ad Banker And Company Of Ft. Lauderdale
    Ad Banker And Company Of Ft. Lauderdale

Frequently Asked Questions about Olga Agocs

What company does Olga Agocs work for?

Olga Agocs works for Mgr Wealth Management, Llc

What is Olga Agocs's role at the current company?

Olga Agocs's current role is Senior Operations Administrator at MGR Wealth Management, LLC.

What schools did Olga Agocs attend?

Olga Agocs attended Tula State Pedagogical University Named After L.n.tolstoy, Nylic University, Ad Banker And Company Of Ft. Lauderdale.

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