Brian Armstrong has a diverse work experience spanning multiple industries. Brian currently holds a role as a Financial Services Professional at Charles Schwab since 2022. Prior to that, they worked at True Path Financial and Insurance Services as a Financial Services Professional from 2019. At True Path, they focused on designing custom-tailored strategies for clients to help grow their business value and overall net worth.
From 2017 to 2019, Brian served as a Financial Representative at Northwestern Mutual. In this role, they provided clients with a balanced approach to achieving financial security and had access to a comprehensive range of products and services.
Before transitioning to the financial services industry, Brian worked as a Design Consultant at System Pavers in 2016. In 2015, they were a Document Solutions Specialist at C3 Technology Services, where they developed partnerships with organizations to enhance their document processing systems.
Brian also has experience in sales and business development. From 2013 to 2015, they worked as an Account Executive at Aramark Uniform Services, focusing on new business development and collaborating with team members to strategize solutions for customers. Brian was a Federal Account Executive at Xerox from 2008 to 2012.
Earlier in their career, Brian was a Loan Officer at Capital One Auto Finance from 2003 to 2008. Brian started their professional journey at Enterprise Rent-A-Car, where they held a managerial role from 1997 to 2003.
Overall, Brian Armstrong has demonstrated a strong track record in financial services, sales, and business development throughout their career.
Brian Armstrong received a Bachelor's Degree in Liberal Arts in Sociology from California State University, Long Beach. In addition, they obtained certification as an Insurance Agent in Accident, Health, Life, Variable Life & Variable Annuities from the California Department of Insurance in December 2016. No further information regarding their educational background is available.
May, 2019 - present
Financial Services Professional / Project Manager at True Path Financial and Insurance Services
Financial Services Professional at First Financial Security
Financial Services Professional at Center for Wealth Preservation, LLC
Financial Services Professional at Lakeshore Financial Group
Financial Services Professional at Lakeshore Financial Group
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