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Travis Armstrong
Independent Research Professional
Travis Armstrong is a Senior Director of Investment Operations and Technology at Oxford Financial Group, Ltd., located in the Greater Indianapolis area. He has over 15 years of experience in wealth technology solutions, specializing in technology implementation, project management, and adoption. His educational background includes an MBA in Finance and a Certified Fund Specialist designation, which complements his extensive skills in risk management, data analysis, and workflow automation.12
Professional Experience
- Senior Director, Investment Operations and Technology
- Oxford Financial Group, Ltd. (December 2021 - Present)
- Director of Investment Operations
- Oxford Financial Group, Ltd. (January 2020 - December 2021)
- Operations Manager
- Oxford Financial Group, Ltd. (January 2015 - January 2020)
- Investment Analyst
- Market Street Wealth Management Advisors (March 2008 - December 2014)
Skills and Expertise
Travis possesses strong technology skills with various platforms such as Tamarac products, Addepar, Salesforce, and Tableau. His leadership and management capabilities are complemented by his analytical skills and a proactive approach to technology roadmaps and strategic planning.1
