CoverProfile

Teresa Flores

Partner and Operations Manager

Pinnacle Peak Private Client Group

United States, Arizona, Phoenix

About Me

Partner and Operations manager Teresa Flores has worked in the financial services industry since 1995. Prior to her current role with Pinnacle Peak Private Client Group, Teresa has been a registered sales assistant, transition specialist and senior field office team leader for four offices. This wealth of experience has given her deep insight into the complexities of financial management and a keen understanding of what clients need in order to feel well-informed and confident in the services provided to them. Teresa holds series 7 and 63 securities registrations. A native of Arizona, Teresa has lived outside of the state for only eight years—from 1997 to 2005. During that time, she worke

View more

Profile Information

Partner and Operations Manager

Pinnacle Peak Private Client Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Phoenix

Arizona

United States

Aug 6, 2024

More profiles to browse

Profile Photo
Matthew Figueroa
Partner and Managing Director
Profile Photo
Brian Jack
Partner and Managing Director

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation