PCN
Karla Flores is a seasoned financial professional with extensive experience in commissions, operations, and fraud prevention within various banking institutions. Currently serving as a Commissions Specialist at both PCN and Raymond James since August 2022, Karla has expertise in handling monetary transactions, including processing and monitoring wire transfers and foreign currency exchanges at Vantage Bank Texas from May 2019 to March 2022. Prior roles include Loss Prevention Specialist and Wire Operations Clerk at IBC Bank, where responsibilities comprised the analysis of irregular accounts and electronic fund transfers. Karla's career began with an internship as an Export Assistant at BLT Consorcio Aduanero and a role as an Assistant Manager at McDonald's. Karla holds a degree from TecMilenio Reynosa, earned between 2009 and 2013.
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PCN
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Since 1999, leading wealth managers and financial institutions who embrace the future of the industry have been partnering with PCN to help elevate their planning experience, take exceptional care of their clients' wealth protection needs, and grow their business better. As a nationally recognized financial partnership community built upon shared values, PCN delivers unbiased wealth protection consultation, world-class products, streamlined technology, and a strong back office to successfully incorporate comprehensive insurance planning into Registered Investment Advisory Firms', Broker-Dealers', and Independent Financial Professionals' unique business models.