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Pamela Schwartz

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Pamela Schwartz

Vice President - Wealth Management | CUNA Brokerage Services, Inc

Alcoa, Tennessee, United States

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Pamela Schwartz

Summary

Pamela Schwartz is an accomplished Vice President of Wealth Management at Cuna Brokerage Services, where she specializes in helping clients navigate critical financial decisions. With a strong commitment to client welfare, she utilizes her extensive experience to create personalized financial plans that aim to enhance future security. Pamela's journey in finance spans several decades, during which she has held various roles, including Registered Representative and Academic Therapist, showcasing her diverse skill set. As a Certified Financial Planner (CFP), she is dedicated to educating clients on the importance of sound financial planning. Outside of her professional life, Pamela enjoys spending time with her family, hiking in the Smoky Mountains, and pursuing her passion for photography. Her career reflects a deep-rooted belief in the value of financial literacy and responsible planning, making her a trusted advisor in her field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Pamela Schwartz

Work Experience

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Vice President - Wealth Management at

CUNA Brokerage Services, Inc

February 1999 - Present

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Registered Representative at

Nationsbanc Investmentsbank Of America Investments

September 1994 - February 1999

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Academic Therapist at

Dr Harvey Kaufman

September 1990 - September 1994

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Account Executive at

AT&T

April 1988 - September 1990

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Registered Represntative at

C And S Securities

September 1986 - April 1988

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Registered Representative at

Morgan Stanley

September 1985 - September 1986

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Educational Diagnostician at

Knoxville City Schools

August 1981 - September 1985

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Special Education Teacher at

Knoxville City Schools

August 1978 - August 1981

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Pamela Schwartz

Education

University of Tennessee, Bachelor Of Science - Bs

January 1975 - January 1978

Memphis State University, Transferred To University Of Tennessee To Finish My Degree

January 1973 - January 1975

Frequently Asked Questions about Pamela Schwartz

What is Pamela Schwartz email address?

Pamela Schwartz's primary email address is ***************@cunabrokerage.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Pamela Schwartz work for?

Pamela Schwartz is a Vice President - Wealth Management at CUNA Brokerage Services, Inc, a company specializing in Security brokers & dealers.

Where Pamela Schwartz graduated from?

Pamela Schwartz holds a degree in Special Education And Teaching from University of Tennessee.

How can I directly contact Pamela Schwartz?

To contact Pamela Schwartz directly, you can use the email address ***************@cunabrokerage.com. Complete contact information is available upon registration with Muraena.

Who is Pamela Schwartz?

Pamela Schwartz is an accomplished Vice President of Wealth Management at Cuna Brokerage Services, where she specializes in helping clients navigate critical financial decisions. With a strong commitment to client welfare, she utilizes her extensive experience to create personalized financial plans that aim to enhance future security. Pamela's journey in finance spans several decades, during which she has held various roles, including Registered Representative and Academic Therapist, showcasing her diverse skill set. As a Certified Financial Planner (CFP), she is dedicated to educating clients on the importance of sound financial planning. Outside of her professional life, Pamela enjoys spending time with her family, hiking in the Smoky Mountains, and pursuing her passion for photography. Her career reflects a deep-rooted belief in the value of financial literacy and responsible planning, making her a trusted advisor in her field.

Pamela`s contact details

mail

***************@cunabrokerage.com

Colleagues

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Pete Schmidt

VP Wealth Management

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Cfp Michael Beck

Vice President Wealth Management

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Wendy Cundari

Senior Financial Advisor

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