Kathleen Cuenco Nilsson
About Kathleen Cuenco Nilsson
Kathleen Cuenco Nilsson serves as an Account Manager for Retirement Plan Services at Woodruff Sawyer, where she has worked since 2018. She holds a Bachelor's degree in Economics from the University of California, Davis, and has a strong background in client engagement and management of retirement plans.
Work at Woodruff Sawyer
Kathleen Cuenco Nilsson has been serving as an Account Manager for Retirement Plan Services at Woodruff Sawyer since 2018. In this role, she manages the day-to-day administration of 401k plans, private family foundations, trusts, and IRAs for the firm's largest clients. Her responsibilities include ensuring compliance and enhancing client satisfaction through effective management of retirement plans.
Previous Experience at Winans Investments
Before joining Woodruff Sawyer, Kathleen worked at Winans Investments from 2012 to 2018 as Client Service & Business Development. During her tenure, she focused on client service and contributed to business development initiatives, enhancing the firm's client relationships and operational efficiency.
Education and Expertise
Kathleen Cuenco Nilsson earned her Bachelor's degree in Economics from the University of California, Davis. Her educational background provides her with a solid foundation in economic principles, which she applies in her role in retirement plan services and client management.
Client Engagement Initiatives
Kathleen organized the first client conference in Woodruff Sawyer's history, which successfully led to the acquisition of new clients and an increase in assets under management. She has also planned off-site seminars and client events, which have contributed to enhanced client engagement and retention.