Denise Luciano
Client Services Associate at Ogorek Wealth Management LLC | Office Coordinator | Account Administrator | Technical Support | Customer Service
- Role
- Client Services Associate at Ogorek Wealth Management Llc
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Denise Luciano
As the Client Services Associate at Ogorek Wealth Management LLC, I am responsible for…
Experience
Client Services Associate
Jan 2006 — Present
Responsible for managing the office, coordinating client activities including meeting preparation, maintaining client files and updates to the client management system. She also assists in transferring client assets between accounts, facilitating client correspondence, and assisting the firm in general customer service activities.
Education
Erie Community College
Associate's degree
Skills
- Microsoft Office
- Project Management
- Account Management
- Crm
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