LAKE FOREST, Calif. — Portfolio has promoted Pam Hamilton to executive vice president and treasurer and added Robert Dickey as CFO. Hamilton will remain at Portfolio’s Dallas offices and Dickey will be based at the reinsurance and F&I products provider and administrator’s Lake Forest, Calif., headquarters. Both will report to CEO Brent Griggs.
“Because of our rapid and substantial growth, it has become necessary for us to have a seasoned senior executive responsible for the company’s treasury related functions including cash management, investment strategies, tax management and banking relationships,” Griggs said.
Hamilton is a CPA with over 33 years in insurance, reinsurance and taxation accounting at both public and private firms, including 10 years with KPMG. She holds a BS in business administration from the University of Houston and is a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs. She had served as Portfolio’s CFO since 2005.
Dickey also is a licensed CPA with a broad background in finance, accounting, and general management. He will lead Portfolio’s investor relations, financial reporting, financial forecasting and analysis and accounting department functions. Dickey previously held a number of executive leadership positions at Protective Asset Protection and Assurant. He holds a BS in accounting from the University of Florida and an MBA from Maryville University, is an AICPA member and Chartered Global Management Accountant and has earned professional certification in project management.