Brian Marty
About Brian Marty
Brian Marty is a Senior Operations Specialist with a background in finance and accounting. He has held various positions in the financial sector, including roles at ForUsAll, Edward Jones, and Moss Adams.
Work at ForUsAll
Brian Marty serves as a Senior Operations Specialist at ForUsAll, a role he has held since 2021. His responsibilities include overseeing operational processes and ensuring efficiency within the organization. Based in Phoenix, Arizona, he has contributed to the company's mission of providing innovative retirement solutions. His experience in operations enhances the team's ability to deliver quality services to clients.
Education and Expertise
Brian Marty has a diverse educational background. He studied at East Los Angeles College, where he earned an Associate of Arts (A.A.) in 2015. He also attended Azusa Pacific University from 2013 to 2015, focusing on Finance. Additionally, he completed a Bachelor of Arts (B.A.) in Business Administration at MidAmerica Nazarene University from 2016 to 2017. This combination of education provides him with a strong foundation in finance and business operations.
Previous Work Experience
Before joining ForUsAll, Brian Marty held various positions in the finance and accounting sectors. He worked as an Account Manager at Wallace Plese + Dreher CPAs for seven months in 2021. Prior to that, he spent two years as an Outsourced Finance and Accounting Associate at Moss Adams. He also served as a Financial Advisor at Edward Jones from 2017 to 2019. His diverse roles have equipped him with extensive knowledge in financial management and client relations.
Career Timeline
Brian Marty's career spans several years in the finance and operations fields. He began his studies in finance at Azusa Pacific University from 2013 to 2015, followed by an Associate of Arts degree from East Los Angeles College in 2015. He then gained practical experience as a Financial Advisor at Edward Jones from 2017 to 2019. After that, he worked at Moss Adams for two years before transitioning to Wallace Plese + Dreher CPAs. He has been with ForUsAll since 2021.