Pam Aurbach

Head of Engagement @St. James's Place

Denver, CO, US
MOBILE NUMBERS
+13•••••••77

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WORK HISTORY

Feb 2021 — Present

Head of Engagement @St. James's Place

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London, GB

EDUCATION

N/A

University of Virginia

Bachelor of Arts (B.A.)

N/A

University of Denver - Daniels College of Business

Graduate Business Certificate (GBC)

SKILLS

Financial AdvisorySeries 7InvestmentsInsuranceBusiness StrategyFinanceFinancial AnalysisCompetitive AnalysisFinancial PlanningSalesFinancial ServicesFixed AnnuitiesLeadershipTrainingProduct DevelopmentMutual FundsSales ManagementAsset ManagementWealth ManagementStrategyMarketing StrategySeries 63MarketingSalesforce.comProduct ManagementStrategic Financial PlanningTeam BuildingMergers & Acquisitions

ABOUT PAM AURBACH

BUSINESS DEVELOPMENT SPECIALISTOutstanding Public Speaker, Motivator and Influencer with core competencies in relationship management, wholesaling, sub-advisory distribution, and variable annuities. Top sales producer with global institutional and retail experience. Known for outstanding presentation skills, turning complex market messages into repeatable and powerful sales stories, and driving audiences to action. Passionate about advanced consultative sales techniques and achieving long-term trusted advisor status. I have a passion for motivating people and influencing behaviors. My career has taken me around 3 continents with experience in Product, Sales, Relationship Management in both the Retail and Institutional sectors. I feel I offer tremendous value in both my breadth and depth in the financial services industry.

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