Portfolio Announces New CFO and Treasurer
LAKE FOREST, Calif. - Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has named Pam Hamilton Executive Vice-President & Treasurer and appointed Robert Dickey Executive Vice-President & Chief Financial Officer. Both positions report directly to the Chief Executive Officer.
CEO Brent Griggs explains, “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.” In her new position, Hamilton will focus her considerable talents on the vital Treasurer role. She 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 Bachelor’s degree in Business Administration from the University of Houston and is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of CPAs. Hamilton will continue to work in the Dallas office of Portfolio.
Dickey’s appointment as Executive Vice-President and Chief Financial Officer brings to Portfolio a talented executive. He is also a licensed CPA with a broad background in finance, accounting, and general management. In his role he will lead Portfolio’s investor relations, financial reporting, financial forecasting and analysis, and accounting department functions. Most recently Dickey held a number of executive leadership positions at Protective Life’s Asset Protection Division, creating a high performance culture with improved risk management, increased transparency and compliance, streamlined product development processes, and enhanced reinsurance and general accounting procedures. Previously, he held executive positions at Assurant in P&C and life insurance accounting, financial reporting and analysis, captive reinsurance and general accounting. He graduated with a BS in Accounting from the University of Florida and holds an MBA degree from Maryville University. Dickey is also a member of the AICPA, is a Chartered Global Management Accountant and has earned professional certification in project management. He will be based in Portfolio’s Lake Forest, CA office.
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