Kate Pudlock
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Kate Pudlock Email & Phone Number

Executive Assistant at Strategic Wealth Partners
Location: Independence, Ohio, United States 5 work roles 2 schools
1 work email found @swpconnect.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@swpconnect.com
LinkedIn Profile matched
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Current company
Role
Executive Assistant
Location
Independence, Ohio, United States
Company size

Who is Kate Pudlock? Overview

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Quick answer

Kate Pudlock is listed as Executive Assistant at Strategic Wealth Partners, a with 23 employees, based in Independence, Ohio, United States. AeroLeads shows a work email signal at swpconnect.com and a matched LinkedIn profile for Kate Pudlock.

Kate Pudlock previously worked as Sales and Service Coordinator at Renewal By Andersen and Patient Access Specialist at University Hospitals Of Cleveland. Kate Pudlock holds Associate'S Degree, Business Administration And Management, General, 3.2 from Cuyahoga Community College.

Company email context

Email format at Strategic Wealth Partners

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{first_initial}{last}@swpconnect.com
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AeroLeads found 1 current-domain work email signal for Kate Pudlock. Compare company email patterns before reaching out.

Profile bio

About Kate Pudlock

An effective, hardworking team-player with Customer Excellence, Operations, Project Management and Sales/Administrative Assistance experience; who holds an Associates Degree in Business Management. A strategic and proactive problem solver with expertise in coordinating projects, office management, sales and customer reporting, relationship & operations management.

Listed skills include Marketing, Sales Support Tools, Project Planning, Marketing Strategy, and 36 others.

Current workplace

Kate Pudlock's current company

Company context helps verify the profile and gives searchers a useful next step.

Strategic Wealth Partners
Strategic Wealth Partners
Executive Assistant
independence, ohio, united states
Website
Employees
23
AeroLeads page
5 roles

Kate Pudlock work experience

A career timeline built from the work history available for this profile.

Sales And Service Coordinator

Cleveland/Akron, Ohio Area

• Support sales team with ongoing product knowledge and inquiries• Assist and own all customer inquiries and escalations• Handle purchasing and receiving for parts and products • Maintain and organize sales and customer databases via software programs; Enabled, Pivotal, IQ Metrix and Entrylink.• Manage, and administer all new sales orders; including financing and payments• Coordinate and manage schedules for all techs, specialists, and the sales team• Train all new and existing employees on all sales processes and products• Responsible for accounts receivable• Coordinate and deliver all marketing materials to prospective customers and company events

Apr 2014 - Mar 2015

Patient Access Specialist

Westlake, Ohio

• Responsible for the accurate reconciliation of charge tickets and patient payment• Handles co-payment deposits to bank• Register patients in a courteous and efficient manner• Create Microsoft Office documents on behalf of our office and team• Obtain accurate and complete registration information to ensure prompt billing and reimbursement• Schedule patient appointments daily• Collect co-payments at the time of service• Oversee day-to-day function of front desk duties• Serve as primary contact for Athena questions• Maintain billing sheets to ensure all appropriate codes are billed• Provide administrative support to the physicians• Act as a liaison between parents and physicians

Feb 2011 - Mar 2014

Member Services

Brooklyn Heights, Ohio

• Create and maintain department spreadsheets for sales tracking and volume tracking• Restructured and updated employee handbook to provide employees with company expectations and guidelines• Open new member accounts and educate members on existing products that coincide with their account• Front desk responsibilities at a satellite location as well as the main office• Reconcile ATM, cash drawers and vault with high volume of money efficiently • Help to recruit new members by assisting marketing with employee business sign ups

Jul 2006 - Jun 2009

Senior Teller

Independence, Ohio

• Provided excellent customer service skills to all customers as the front line of service at the branch• Helped team member’s to reach company goals by working well in a team environment as well as independent• Resolved all customer issues in a professional and timely matter• Balanced and loaded the ATM machine and transactions• Trained new and existing co-workers with product knowledge, services and company policy

Aug 2004 - Jul 2006
Team & coworkers

Colleagues at Strategic Wealth Partners

Other employees you can reach at swpconnect.com. View company contacts for 23 employees →

2 education records

Kate Pudlock education

Diploma, General Studies, 3.5

Normandy High School
FAQ

Frequently asked questions about Kate Pudlock

Quick answers generated from the profile data available on this page.

What company does Kate Pudlock work for?

Kate Pudlock works for Strategic Wealth Partners.

What is Kate Pudlock's role at Strategic Wealth Partners?

Kate Pudlock is listed as Executive Assistant at Strategic Wealth Partners.

What is Kate Pudlock's email address?

AeroLeads has found 1 work email signal at @swpconnect.com for Kate Pudlock at Strategic Wealth Partners.

Where is Kate Pudlock based?

Kate Pudlock is based in Independence, Ohio, United States while working with Strategic Wealth Partners.

What companies has Kate Pudlock worked for?

Kate Pudlock has worked for Strategic Wealth Partners, Renewal By Andersen, University Hospitals Of Cleveland, Taleris Credit Union, and Charter One Bank.

Who are Kate Pudlock's colleagues at Strategic Wealth Partners?

Kate Pudlock's colleagues at Strategic Wealth Partners include Carolyn Jacks, Matthew Geary, Cfa, Mark Tepper, Cfp®, Joe Rudnicki, and Anthony (Tony) Zabiegala, Crpc®.

How can I contact Kate Pudlock?

You can use AeroLeads to view verified contact signals for Kate Pudlock at Strategic Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Kate Pudlock attend?

Kate Pudlock holds Associate'S Degree, Business Administration And Management, General, 3.2 from Cuyahoga Community College.

What skills is Kate Pudlock known for?

Kate Pudlock is listed with skills including Marketing, Sales Support Tools, Project Planning, Marketing Strategy, Microsoft Office, Sales Operations, Office Administration, and Employee Training.

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