Pamela C Atkinson, CFP®, CLU®

Wealth Management Advisor

Professional

Pamela C. Atkinson

 

Prior Experience

Pam gives her clients the benefit of her financial acumen and perspective gathered from over 30 years in the financial services industry. Prior to joining Northwestern Mutual, she gained experience in the following areas.

 

                Private Equity

                Director of Equity Placement for The LINC Group, Inc.

                - Responsible for the structure and sale of portfolios to institutional

                investors.

               

                Finance

                Financial Analyst in the Mergers and Acquisitions department of

                Chicago Corporation. 

 

                Accounting

                Audit staff of the Public Accounting firm of Arthur Young, LLP.

                Assistant Controller for Chicago Corporation.   

               

Education

                Smith College:

                Bachelor of Arts degree in French Literature

                Indiana University Kelley Graduate School of Management:

                Master of Business Administration in Finance

 

Professional Designations and Certifications

Pam has obtained the following professional certfications and designations to further enhance her ability to provide financial solutions to her clients.

 

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. 
 
Chartered Life Underwriter (CLU
®)

 

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

Associations and Memberships

Chicago Estate Planning Council, www.councils.naepc.org    

Million Dollar Round Table Lifetime Member, www.mdrt.org   

Women in Insurance and Financial Services,

www.wifsnational.org

 

 

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck