Armando joined True North in 2023 as a Client Operations Analyst. He is responsible for account administration and paperwork, transactions, and reporting. Armando delivers strong attention to detail to ensure each service request is completed in an efficient and effective manner.
Prior to True North, Armando worked as an Operations Analyst at Goldman Sachs. In this role, he provided financial planning, investment management and operational support for clients of Goldman Sachs Personal Financial Management.
He has also held similar roles at other reputable financial services firms such as TD Ameritrade and Avantax Wealth Management (Formerly HD Vest). These positions have allowed him to grow in his field and become the financial professional he is today.
The firm’s mission is Fulfilling Lives™, and Armando supports this by providing exceptional support and service and continually striving for the respect and trust of our clients.
Armando graduated from Oklahoma State University with a Bachelor of Science in Business Administration, focusing on Management.
His hobbies include officiating baseball and football, traveling to the beach and attending sporting events.