Pam Brooks

Senior Client Executive

"Strangers are just friends waiting to be made."

About Pam

I am a Senior Client Executive who partners with companies to deliver effective retirement benefits while helping them understand their fiduciary responsibilities. I am passionate about helping others, providing sound retirement guidance, and building long-lasting relationships with plan sponsors. Outside of work, I am a proud mother, Grammeee, sister, aunt, and friend – roles that shape my commitment to care, trust, and service.

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Experience

Senior Client Executive
Oswald Financial, 2025 - Ongoing
Client Executive
Oswald Financial, 2021 - 2025
Senior Client Manager
Oswald Financial, 2014-2022
Regional Retirement Plan Sales Director
Mutual of Omaha, 2009-2013
Client Manager
Oswald Financial, 2003-2008
Compliance Coordinator, Registered Representative
Planned Financial Services, 1995-2002

Education

Finance
Cuyahoga Community College