Cathey Hudson
COO & Relationship Strategist | Natural Medicine Advocate | Building Sustainable Wellness—From portfolios to psyche
- Role
- COO & Relationship Manager at Nwk Group, Inc
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Cathey Hudson
I’m a Strategic Client Experience and Advisory Ops leader with nearly two decades of…
Experience
COO & Relationship Manager
Sep 2015 — Present · San Francisco, CA, US
As COO and Relationship Manager at NWK Group, I lead firm operations and manage key client relationships in the retirement plan industry. With nearly two decades of experience, I specialize in guiding plan sponsors, fiduciaries, and internal teams through strategic growth and financial wellness initiatives.Chief Operating Officer Focus:* Lead internal operations strategy, HR, vendor relations, and compliance functions* Collaborate with the CCO to maintain our RIA compliance program* Design and implement systems that support firm scalability, integrity, and performance* Oversee marketing, technology, and key infrastructure to ensure exceptional client serviceRelationship Management Focus:* Serve as the primary advisor to retirement plan consulting clients* Guide plan sponsors through fiduciary oversight, plan design strategy, and investment review* Support financial wellness efforts for employee populations through communication and engagement initiatives* Maintain ongoing client relationships with clarity, care, and consistencyLeadership Approach:My work is grounded in relational trust, operational clarity, and aligned decision-making. I believe effective fiduciary stewardship is as much about connection and intention as it is about compliance and process.
Education
University of California, Santa Cruz
BA, Economics and Communication & Rhetoric
1998 — 2002
California State University - East Bay
MBA, Finance
2008 — 2011
Skills
- Marketing
- Project Planning
- Leadership
- Employee Benefits
- Marketing Communications
- Marketing & Internal Communications
- Customer Relationship Management (Crm)
- 401(K) Plan Administration
- Crm
- Critical Thinking & Information Management
- Sales
- 401k
- Management
- Internal Communications
- Event Planning
- 401(K) Retirement Savings Plans
- Project Management
- Risk Management
- Salesforce.com
- Social Networking
- Websites
- Erisa
- Google Analytics
- Strategic Planning
- Human Resources
- 401(K) Relationship Management
- Analysis
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