Pam Brooks
Client Executive
"Strangers are just friends waiting to be made."
About Pam
I am a Client Executive working to help companies provide Retirement Benefits and understand the Fiduciary Responsibilities they carry. I am a Wife, Mother, Gramee, Sister, Aunt, and Friend. My position provides me with the opportunity to do what I love; help others, meet new people, and try to make the work a better experience.
Experience
- Client Executive
- Oswald Financial, Inc., 2022 - Ongoing
- Senior Client Manager
- Oswald Financial, Inc., 2014-2022
- Regional Retirement Plan Sales Director
- Mutual of Omaha, 2009-2013
- Client Manager
- Oswald Financial, Inc., 2003-2008
- Compliance Coordinator, Registered Representative
- Planned Financial Services, 1995-2002
Education
- Finance
- Cuyahoga Community College