Senior Client Service Associate
“It’s an incredible experience to be a part of a team that is so dedicated to helping clients attain their financial goals in life. I find it extremely rewarding being able to provide the utmost client service experience to our clients. Behind the scenes, I thrive on creating operational efficiencies that further enhance the client experience and internal processes for the team.”
Pamela re-joined Shorepoint Capital Partners in 2021 and is responsible for providing administrative and operational support for the firm. She works with our clients, responding to their requests and account inquiries.
Pamela was with the Shorepoint team for over six years before making her move to Florida. Prior to re-joining Shorepoint, Pamela was the Deputy Chief of Operations at Econologics Financial Advisors in Florida.
She earned her B.S. in Financial Services from Roger Williams University, where she was a member of the business honor society, Beta Gamma Sigma.
Pamela works remotely and lives in Clearwater, FL with her husband. She enjoys the beach, biking, and spending time with family and friends.