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.
Karla Flores
Senior Investment Analyst
Canterbury Consulting
United States, Texas, Austin
About Me
Profile Information
Senior Investment Analyst
Canterbury Consulting
Investment Team
Investor
Consultant
Austin
Texas
United States
Jan 11, 2025
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