In her role as Portfolio Manager, Flora studies trends that impact investments and reports on the economic and business changes and activities that may impact the performance of client portfolios. Prior to joining Claraphi, she held trading support specialist, servicing analyst, and relationship management positions at firms that include Citibank, JP Morgan Chase, and Oppenheimer Multifamily Housing & Healthcare Finance. Flora graduated from Drexel University in Philadelphia with a Bachelor of Arts degree in finance and accounting. She holds the Series 66 license.
Claraphi Advisory Network, LLC MAIN OFFICE 120 Vantis Drive, Suite 585 Aliso Viejo, CA 92656 / (949) 215-0025 email@example.com