CoverProfile

Karla Flores

Senior Investment Analyst

Canterbury Consulting

United States, Texas, Austin

About Me

As a senior investment analyst, Ms. Flores works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury, Ms. Flores was a senior financial consultant at TD Ameritrade, where she analyzed client portfolios and advised in product and service selection. Her previous roles included business development and client service. Ms. Flores graduated from California State University, Long Beach with a Bachelor of Science in business administration.

Profile Information

Senior Investment Analyst

Canterbury Consulting

Investment Team

Investor

Consultant

Austin

Texas

United States

Jan 11, 2025

More profiles to browse

Profile Photo
Walter R. Brugman III
Senior Investment Analyst
Profile Photo
Donny Lopiccolo
Vice President
Profile Photo
Loren Asmus
Vice President, Investment Research
ML
Michael Laven
Chief Executive Officer

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST