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
Poorvi Parekh
Director of Outsourced Investments
Profile Photo
Donny Lopiccolo
Vice President
Profile Photo
Brandon Stillman
Vice President
TT
Tiffany Tseng
Vice President

You Might Like

EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST