Pam Brooks

Client Executive

"Strangers are just friends waiting to be made."

About Pam

I am a Client Executive, a wife and mother of two, a sister and aunt, and friend of many. 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.

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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