Our Team

Pamela Harris

New Business Coordinator


Pam has more than 18 years of experience in the Financial Service industry.  Her past experience includes rebalancing investment accounts, compliance, operations and working directly with clients. Pam brings her vast knowledge, efficiency and muscle to our New Business department.


Pam has a no-nonsense approach to life and work.  She holds a B.S. in Kinesiology and a minor in Business Administration from San Jose State University. Outside of the office, the Oakland native bleeds the green and gold of the Oakland A’s.

Check the background of this investment professional on FINRA BrokerCheck


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