Professional
Background Pamela C. Atkinson
Mission
“My clients are accomplished executives and owners of closely- held businesses who excel at what they do. Most could be said to be operating in their area of genius. They typically have little time or desire to focus on their own financial affairs, yet they want to find a way to manage this aspect of their personal lives as effectively as they manage their professional lives.”
“My mission is to help replace their uncertainty, lack of focus, and nagging sense of guilt with confidence, clarity and serenity.”
Pam Atkinson
Prior Experience
Pam gives her clients the benefit of her financial acumen and perspective gathered from over 25 years in the financial services industry.
Accounting
Audit staff of Public Accounting firm of Ernst and Young, LLP
Assistant controller for a regional brokerage firm
Finance
Financial analyst in the Mergers and Acquisitions department of a regional
brokerage firm
Private Equity
Director of Equity Placement for a medical equipment lessor
Responsible for the structure and sale of portfolios to institutional investors
Education
Smith College
Bachelor of Arts degree in French Literature
Indiana University Kelly Graduate School of Management
Master of Business Administration in Finance
Professional Designations and Certifications
Pam has obtained the following professional certifications and designations to further enhance her ability to provide financial solutions to her clients.
Certified FinancialPlanner™ (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 (1999-2008), www.mdrt.org
National Society of Insurance and Financial Advisors, www.naifa.org
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