Kathleen Hudock

Kathleen Hudock has extensive work experience in client service and banking. Kathleen started their career at Barnes & Noble as a Head Cashier/Lead from August 2007 to January 2011. Kathleen then joined Wells Fargo, where they worked as a Lead Teller from August 2010 to February 2013, and as a Personal Banker from February 2013 to March 2015. At Wells Fargo, they sold retail banking products, provided financial and credit services, and maintained relationships with partners. Kathleen then moved to Woodforest National Bank, where they worked in the Management Team from March 2015 to November 2016. In this role, they assisted in the development and implementation of sales plans, monitored branch objectives, established and maintained customer relationships, and coached employees. Kathleen then worked at TD Ameritrade as a Client Service Specialist from December 2016 to June 2017. Currently, Kathleen Hudock works as a Senior Client Service & Compliance Associate at Pekin Hardy Strauss Wealth Management starting from June 2017.

Kathleen Hudock earned a Bachelor of Business Administration (BBA) in Finance from the University of Houston-Downtown, completing their studies between 2012 and 2014. Additionally, they hold certifications in Series 66 (obtained in May 2017) and Series 7 (obtained in January 2017). Prior to attending the University of Houston-Downtown, Kathleen attended Lone Star College, although the specific dates and degree obtained at this institution are unknown.