Cathey Hudson is an accomplished financial professional with 18 years of experience in client relationship, account and project management. Hudson serves a dual role as the Chief Operating Officer and Relationship Manager at an investment advisory firm nestled in San Francisco. Her exceptional performance as a financial analyst is evident in her strong aptitude towards internal operations, marketing communication collateral, CRM design, and operations. She also possesses a drive to identify the root causes of a problem and proffer optimal solutions. Hudson's academic credentials include an MBA in Finance and a BA in Economics and Communications from California State University-East Bay and University of California, Santa Cruz, respectively.

Before joining nwk group, inc., Hudson served as the Director, Client Services - 401(k) at Sequoia Consulting Group, where she gained an in-depth knowledge of Retirement planning, 401(k) & 403(b) plan management and administration. She also served as a Marketing Project Manager at Quality Planning Corporation, a Mortgage Sales representative for Washington Mutual and Chase bank.

In conclusion, Cathey Hudson is a well-rounded and experienced financial professional with skills in marketing communication, CRM design, operations, and retirement planning.