Patricia Flores

Patricia Flores, PMP has a diverse work experience in the financial services industry. Patricia currently serves as the Vice President and Financial Services Manager at CUSO Financial Services since May 2022. Prior to this, they worked as a Financial Services Professional at Finance from November 2021 to May 2022.

Patricia also has a valuable experience at Independent Financial Group, LLC, where they held the position of Director of Transition Services from March 2021 to November 2021.

Patricia'slongest tenure was at LPL Financial, where they worked from September 2004 to November 2021. In this role, they served as a Sr. Project Manager, overseeing significant initiatives like the Email Migration project and the Rep Review Process. Additionally, they worked as a Sr. Transitions Partner, training advisors on LPL's technology and serving as the Chair of the women's employee resource group. Patricia also held the role of AVP Cash Control, where they managed a team and implemented cash management policies. Finally, Patricia worked as a Manager, successfully managing projects and implementing employee empowerment processes.

Overall, Patricia Flores, PMP has extensive experience in project management, financial services, and transitions within the industry.

Patricia Flores, PMP, holds a Bachelors of Science degree in Business Administration and Management, General from the University of Phoenix. Patricia is also certified as a Project Management Professional by the Project Management Institute. Additionally, they have obtained certifications in Series 24, Series 63, Series 65, and Series 7 from FINRA.