Kathrine Dwyer

Employee at Hudson Wealth Management LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Middletown, JE

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Employee
      • Apr 2022 - Present

      Red Bank, New Jersey, United States Hudson Wealth Management is a dynamic, independent financial services firm located in the heart of historic Red Bank, New Jersey. As a boutique wealth management firm, Hudson distinguishes itself by creating customized plans for its clientele, leveraging decades of experience of the team's diverse backgrounds in financial services, law, accounting, and health and life insurance.

    • United States
    • Travel Arrangements
    • 1 - 100 Employee
    • Co-Chair, Board Member
      • Jan 2019 - Present

      Freehold, New Jersey, United States • Maintains quality service by recruiting young talent, supporting chamber initiatives, and contributing to the good of our community • Recommending new opportunities to build relationships within the chamber to network and increase business communication • Establishing a virtual Leadership Summit which included Keynote speaker and eight breakout sessions

    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Sales Producer
      • Jun 2019 - Apr 2022

      Colts Neck, New Jersey • Initiates sales by establishing relationships with potential and current customers • Develops sales from appointments explaining products, services, and enhancements available • Contributes to 92% of customer base which increased over 14% of sales during COVID • Closes clients while implementing marketing and sales strategies to retain new clients • Identifies prospects’ benefit for new products which are current to the trends and competitors for additional business… Show more • Initiates sales by establishing relationships with potential and current customers • Develops sales from appointments explaining products, services, and enhancements available • Contributes to 92% of customer base which increased over 14% of sales during COVID • Closes clients while implementing marketing and sales strategies to retain new clients • Identifies prospects’ benefit for new products which are current to the trends and competitors for additional business opportunities • Maintains relationships with clients using guidance and information by researching new products and opportunities Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Intern
      • May 2018 - Dec 2018

      United States • Contributed to strategies by evaluating programs results, monitoring competitive programs, and analyzing volunteer’s reactions • Prepared reports by collecting, analyzing, and summarizing statistics about the programs • Generated social media strategies for maximum engagement across platforms by writing regular blog posts related to programs • Supported with fundraising efforts for the 25th annual Mardi Gras Gala

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Program Associate
      • Jan 2018 - Mar 2018

      Livingston, NJ • Contributed to strategies by evaluating programs results, monitoring competitive programs, and analyzing volunteer’s reactions • Prepared reports by collecting, analyzing, and summarizing statistics about the programs • Generated social media strategies for maximum engagement across platforms by writing regular blog posts related to programs • Supported with fundraising efforts for the 25th annual Mardi Gras Gala

    • Administrative Intern
      • Jan 2017 - May 2017

      Morristown • Improved department’s budget by directing the transition from paper to electronic forms of communication and document storage • Actively participated with potential deals for clients with state prosecutors for municipal cases • Reviewed rulings and New Jersey State Laws with attorneys to establish how to access a fair punishment given to defendants

    • Intern
      • Mar 2015 - Jun 2015

      Freehold, New Jersey ·Monitored cases by taking detailed notes, deliberated with Judge Francis Veronia of Freehold daily. ·Gathered and arranged evidence and other legal documents for attorney review and case preparation. ·Collaborated with the law clerks, court proceedings and assisted them with the piles of paperwork with each and every case.

    • United States
    • Travel Arrangements
    • 1 - 100 Employee
    • Student Ambassador
      • Jul 2012 - Aug 2012

      China ·Obtained and accepted the opportunity to travel to China with a People to People Trip ·Piloted attributes to win awards for modeling superb ambassador qualities representing America. ·Learned how to communicate, problem solve, and operate with patience.

Education

  • Seton Hall University
    Bachelor of Arts (B.A.), Liberal Studies, English, and Legal Studies
    2015 - 2019

Community

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