Portfolio Management Assistant
Raised in upstate New York, Pamela decided to take a break from frigid winters and shoveling snow by moving to Florida in 1987. Since then, she has spent most of her adult life in various parts of central and south Florida soaking up the Florida sun and taking advantage of the state’s many open waters for her love of boating.
Pamela joined the CPS Team in 2009 with over two decades of complex data entry and administrative duties in the healthcare sector. She is responsible for processing the daily downloads from the custodians and reconciles all client accounts. Pamela also handles cashiering functions for all retirement plans, required minimum distributions, trade executions, and reports to third party administrators.
Pamela is married to her best friend, Jim, and she has three grown sons. She is currently, and anxiously awaiting, daughters-in-law and grandchildren. A perfect day is spending time with her family, which includes her beloved fur baby Neo, or partaking in one of her relaxing hobbies of gardening or sewing. With her children out of the house, Pamela and her husband are enjoying more traveling experiences together and are making a list of far off places to visit soon!