Executive Assistant / Insurance Coordinator
While she has had experience providing administrative support with our investment business, she finds helping our clients with their insurance needs most rewarding. She has over 22 years of experience on Chris’ team, and truly enjoys building wonderful relationships with clients by working closely with them to implement their new life insurance policies, assists them by researching any inquiry they may have on their existing insurance policy, and ensuring all of their insurance needs are met.
Prior to working with Chris at Summit Financial, she worked in the management office for a celebrity as an Office Manager providing administrative support, but also assisted with their investment and insurance needs as well. Pamela is a graduate of HoHoKus Business School (now Eastwick College) with a Business Administration certification. In addition, she also completed her certification in the travel industry through Associated Schools in North Miami Beach, Florida.
Pamela enjoys playing and watching sports, traveling, updating her new home, gardening, and spending time with her daughter, Alexa, her son-in-law, Sebastian, and her new granddaughter, Winnie, along with the rest of her family and friends.