Client Experience Administrator
- FINRA Series 6, SIE.
- AZ Life, Accident & Health licensure.
- AZ Notary Public
- Bachelor of Science, Psychology Major, Marketing Minor at Tulane University in New Orleans, LA
Pam joins KDI Wealth Management in our Scottsdale location with 34 years in the financial industry. She started her career in the PaineWebber corporate training program in Manhattan. Pam moved on to a boutique investment firm in New York City for a few years & then moved on to Tremont Advisors as Director of Marketing for their offshore Insurance Company in the Cayman Islands. Pam worked for several hedge funds in Manhattan heading up Customer Relations until 9/11 when she decided to leave New York for good. Once Pam came to AZ, she continued to work remotely for Laurus Funds. In 2009, Pam joined a local Wealth Manager as their Administrator before joining us at KDI.
Pam's role is all about enhancing our client experience through client education, events, and in-office experience. If you have had the pleasure of speaking with her already, Pam is a warm, caring person who you feel you have known for years in just a matter of minutes. Her family is her everything; her son just graduated from U. of AL & daughter is attending U. of AL. She is passionate about her dogs, her hubby, scuba diving, hiking, baking & reading.