Portfolio Management Assistant
Pamela joined CPS in 2009.
She processes the daily downloads from the custodians and reconciles all client accounts. She handles cashiering functions for all retirement plans, required minimum distributions, trade executions and reports to third party administrators.
She attended Miami Dade College and Indian River College with studies in Physical Therapy and Real Estate. She is married to her husband, Jim, resides in Lakeland and has three adult children. She enjoys spending time with her family, traveling and exercising.