IRON Financial LLC
Industry: Company
DescriptionParent organization: IRON Holdings LLC Subsidiary: Iron Financial, Llc, Asset Management Arm
IRON Financial LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IRON Financial LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
IRON Financial LLC Salaries. You can even request information on how much does IRON Financial LLC pay if you want to. Learn about salaries, pros and cons of working for IRON Financial LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 IRON Financial LLC employees in database. Find out everything there's to know about IRON Financial LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
IRON Financial LLC Employees
Employee
Years
Job
Industry
Aaron Heltsley Aaron Heltsley's IRON Financial LLC Experience June 2012 - Present
Job Research Analyst at Iron Financial
Industry Investment Management
Experience
IRON Financial LLC June 2012 - Present
J.P. Morgan June 2011 - August 2011
Fingerlakes Wealth Management November 2010 - May 2011
Education
Ithaca College 2010 — 2012
Bachelor of Applied Science (BASc), Finance, Corporate Accounting, Economics
Tompkins Cortland Community College 2009 — 2010
Business Administration
IRON Financial LLC June 2012 - Present
J.P. Morgan June 2011 - August 2011
Fingerlakes Wealth Management November 2010 - May 2011
Education
Ithaca College 2010 — 2012
Bachelor of Applied Science (BASc), Finance, Corporate Accounting, Economics
Tompkins Cortland Community College 2009 — 2010
Business Administration
Brian Grad Brian Grad's IRON Financial LLC Experience June 2014 - February 2015
Job Senior Risk Manager at DLS Capital Management LLC
Industry Financial Services
Experience
DLS Capital Management LLC March 2006 - Present
IRON Financial LLC June 2014 - February 2015
Ronin Capital 1996 - 2002
Skills
Derivatives, Risk Management, Portfolio Management, Fixed Income, Strategic Planning, Asset Management, Investments, Private Equity, Financial Risk, Hedge Funds
Education
The University of Chicago - Booth School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
University of Michigan 1979 — 1983
Bachelor of Science (BS), Industrial Engineering
DLS Capital Management LLC March 2006 - Present
IRON Financial LLC June 2014 - February 2015
Ronin Capital 1996 - 2002
Skills
Derivatives, Risk Management, Portfolio Management, Fixed Income, Strategic Planning, Asset Management, Investments, Private Equity, Financial Risk, Hedge Funds
Education
The University of Chicago - Booth School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
University of Michigan 1979 — 1983
Bachelor of Science (BS), Industrial Engineering
Ramesh Poola, Ph.D., CFA Ramesh Poola, Ph.D., CFA's IRON Financial LLC Experience November 2009 - Present
Job Investment Research Professional
Industry Financial Services
Experience
IRON Financial LLC November 2009 - Present
Koch Quantitative Trading, LLC (Koch Industries) November 2007 - November 2008
Morningstar, Inc. June 2006 - November 2007
General Motors Corporation May 2000 - May 2006
Argonne National Laboratory May 1994 - June 2000
Skills
Trading, Portfolio Management, Equities, Quantitative Finance, Financial Modeling, Alternative Investments, Equity Research, Research, Risk Management, Equity Valuation, Investment Strategies, Valuation, Asset Managment, Commodity
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, Analytic Finance & Accounting
Indian Institute of Technology, Madras 1989 — 1993
Ph.D., Mechanical Engineering
Anna University 1987 — 1989
ME, Automobile Engineering
Sri Venkateswara University 1983 — 1987
B.Tech, Mechanical Engineering
IRON Financial LLC November 2009 - Present
Koch Quantitative Trading, LLC (Koch Industries) November 2007 - November 2008
Morningstar, Inc. June 2006 - November 2007
General Motors Corporation May 2000 - May 2006
Argonne National Laboratory May 1994 - June 2000
Skills
Trading, Portfolio Management, Equities, Quantitative Finance, Financial Modeling, Alternative Investments, Equity Research, Research, Risk Management, Equity Valuation, Investment Strategies, Valuation, Asset Managment, Commodity
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, Analytic Finance & Accounting
Indian Institute of Technology, Madras 1989 — 1993
Ph.D., Mechanical Engineering
Anna University 1987 — 1989
ME, Automobile Engineering
Sri Venkateswara University 1983 — 1987
B.Tech, Mechanical Engineering
Aaron Izenstark Aaron Izenstark's IRON Financial LLC Experience February 1994 - Present
Job Cofounder & Chief Investment Officer at IRON Financial LLC, CoPortfolio Manager, IRON Strategic Income Fund(IFUNX)
Industry Financial Services
Experience
IRON Financial LLC February 1994 - Present
Skills
Mutual Funds, Portfolio Management, Fixed Income, Investments, Alternative Investments, Investment Management, Asset Management, Trading, Investment Strategies, Investment Advisory, Derivatives, Asset Allocation, Hedge Funds, Retirement Planning, Investment Banking, Series 65, Asset Managment, Equities, CEFEX, 401k
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science (BS), Business Management and Organizations
IRON Financial LLC February 1994 - Present
Skills
Mutual Funds, Portfolio Management, Fixed Income, Investments, Alternative Investments, Investment Management, Asset Management, Trading, Investment Strategies, Investment Advisory, Derivatives, Asset Allocation, Hedge Funds, Retirement Planning, Investment Banking, Series 65, Asset Managment, Equities, CEFEX, 401k
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science (BS), Business Management and Organizations
Thomas Schwarz's IRON Financial LLC Experience January 2012 - Present
Job Manager, Infrastructure Services at Iron Financial Services
Industry Financial Services
Experience
IRON Financial LLC January 2012 - Present
Domino Amjet, Inc June 2011 - January 2012
Heads & Threads International LLC September 2006 - June 2011
NMMA June 2002 - September 2006
Omni Circuits, Inc. 1987 - 2002
Tellabs, Inc. 1986 - 1987
Skills
Virtualization, Active Directory, Infrastructure, Servers, Integration, Hardware, Data Migration, Microsoft SQL Server, Business Continuity, VMware, Storage, SAN, VMware ESX, vSphere, Troubleshooting, Process Improvement, IT Operations, Team Leadership, ERP, Team Building, SharePoint, Disaster Recovery, Data Center, Server Architecture, Business Intelligence, Program Management, Information Technology, IT Management, VMware vSphere, Databases, Storage Area Networks
Education
University of Notre Dame 1982 — 1986
B.S., Math with Computer Concentration
Notre Dame High School for Boys in Niles, Illinois 1978 — 1982
IRON Financial LLC January 2012 - Present
Domino Amjet, Inc June 2011 - January 2012
Heads & Threads International LLC September 2006 - June 2011
NMMA June 2002 - September 2006
Omni Circuits, Inc. 1987 - 2002
Tellabs, Inc. 1986 - 1987
Skills
Virtualization, Active Directory, Infrastructure, Servers, Integration, Hardware, Data Migration, Microsoft SQL Server, Business Continuity, VMware, Storage, SAN, VMware ESX, vSphere, Troubleshooting, Process Improvement, IT Operations, Team Leadership, ERP, Team Building, SharePoint, Disaster Recovery, Data Center, Server Architecture, Business Intelligence, Program Management, Information Technology, IT Management, VMware vSphere, Databases, Storage Area Networks
Education
University of Notre Dame 1982 — 1986
B.S., Math with Computer Concentration
Notre Dame High School for Boys in Niles, Illinois 1978 — 1982
Robert Cohn Robert Cohn's IRON Financial LLC Experience September 2007 - Present
Job Director of Accounting & Financial Management, IRON Holdings LLC
Industry Financial Services
Experience
IRON Financial LLC September 2007 - Present
IRON Holdings LLC May 2005 - October 2008
Idlewood Electric Supply July 2002 - April 2005
Skills
Forecasting, Accounting, Investments, Finance, Analysis, Management, Financial Modeling, Payroll, Risk Management
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Finance
IRON Financial LLC September 2007 - Present
IRON Holdings LLC May 2005 - October 2008
Idlewood Electric Supply July 2002 - April 2005
Skills
Forecasting, Accounting, Investments, Finance, Analysis, Management, Financial Modeling, Payroll, Risk Management
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Finance
Deana Demir Deana Demir's IRON Financial LLC Experience June 2007 - Present
Job Marketing Manager at IRON Financial, LLC
Industry Financial Services
Experience
IRON Financial LLC June 2007 - Present
Nordstrom January 2002 - August 2006
Skills
Marketing Management, Website Development, Financial Services, Marketing Communications, Advertising, Trade Shows, Salesforce.com System..., Collateral Materials..., Web Project Management, B2B Marketing Strategy, Marketing Strategy, Online Marketing, Email Marketing, Public Relations, SEO, Salesforce.com, Marketing, E-commerce, Lead Generation, Sales, Online Advertising, Social Media Marketing, Direct Marketing, Product Management, Brand Awareness, B2B Marketing, Integrated Marketing, Digital Marketing, Corporate Branding, SEM
Education
Columbia College Chicago 2001 — 2005
Bachelor of Arts (BA), Arts Management and Marketing
IRON Financial LLC June 2007 - Present
Nordstrom January 2002 - August 2006
Skills
Marketing Management, Website Development, Financial Services, Marketing Communications, Advertising, Trade Shows, Salesforce.com System..., Collateral Materials..., Web Project Management, B2B Marketing Strategy, Marketing Strategy, Online Marketing, Email Marketing, Public Relations, SEO, Salesforce.com, Marketing, E-commerce, Lead Generation, Sales, Online Advertising, Social Media Marketing, Direct Marketing, Product Management, Brand Awareness, B2B Marketing, Integrated Marketing, Digital Marketing, Corporate Branding, SEM
Education
Columbia College Chicago 2001 — 2005
Bachelor of Arts (BA), Arts Management and Marketing
Steven Weil's IRON Financial LLC Experience August 1994 - Present
Job Manging Director at IRON Financial
Industry Financial Services
Experience
IRON Financial LLC August 1994 - Present
Chicago Board of Options Exchange June 1982 - June 1994
Skills
Alternative Investments, Asset Allocation, Asset Management, Retirement, Mutual Funds, Retirement Planning, ETFs, Series 7, Portfolio Management, 401k, Series 65, Derivatives, Trading, Risk Management, Investments, Wealth Management, Series 63, Investment Advisory, Financial Advisory, Securities, FINRA, Asset Managment, Uniform Combined State..., Investment Management, Investment Strategies, Series 24, Equities, Management
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance
Indiana University Bloomington 1978 — 1982
BS, Finance
IRON Financial LLC August 1994 - Present
Chicago Board of Options Exchange June 1982 - June 1994
Skills
Alternative Investments, Asset Allocation, Asset Management, Retirement, Mutual Funds, Retirement Planning, ETFs, Series 7, Portfolio Management, 401k, Series 65, Derivatives, Trading, Risk Management, Investments, Wealth Management, Series 63, Investment Advisory, Financial Advisory, Securities, FINRA, Asset Managment, Uniform Combined State..., Investment Management, Investment Strategies, Series 24, Equities, Management
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance
Indiana University Bloomington 1978 — 1982
BS, Finance
William McCoy's IRON Financial LLC Experience 2009 - 2011
Job Senior Vice President, Chief Strategy Officer Financial Services
Industry Financial Services
Experience
U.S. Bank 2012 - 2015
Candent LLC 2007 - 2012
IRON Financial LLC 2009 - 2011
Oracle Corporation 2007 - 2009
ADP Brokerage Services 2006 - 2007
Credit Suisse First Boston 1998 - 2006
Booz Allen Hamilton 1995 - 1998
Deloitte Management Consulting June 1994 - September 1994
Charles Schwab Corporation 1990 - 1993
First Interstate Bancorp (now Wells Fargo) 1987 - 1990
Skills
Strategy, Mergers & Acquisitions, Investments, Strategic Planning, Business Development, Wealth Management, Corporate Development, Corporate Finance, Financial Services, Business Strategy, Mergers, Leadership, Banking, Performance Management, New Business Development, Management, Executive Management, CRM, Marketing Strategy, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Management Consulting, Post Merger Integration, Turnarounds, Series 65, Acquisition Integration, Start-ups, Turn Around Management, Hedge Funds, Venture Capital, Private Equity, Emerging Markets, Due Diligence, Consulting, Strategic Consulting, Strategic Partnerships, Finance, Valuation, Risk Management
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California - Marshall School of Business
BS, Cum Laude
U.S. Bank 2012 - 2015
Candent LLC 2007 - 2012
IRON Financial LLC 2009 - 2011
Oracle Corporation 2007 - 2009
ADP Brokerage Services 2006 - 2007
Credit Suisse First Boston 1998 - 2006
Booz Allen Hamilton 1995 - 1998
Deloitte Management Consulting June 1994 - September 1994
Charles Schwab Corporation 1990 - 1993
First Interstate Bancorp (now Wells Fargo) 1987 - 1990
Skills
Strategy, Mergers & Acquisitions, Investments, Strategic Planning, Business Development, Wealth Management, Corporate Development, Corporate Finance, Financial Services, Business Strategy, Mergers, Leadership, Banking, Performance Management, New Business Development, Management, Executive Management, CRM, Marketing Strategy, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Management Consulting, Post Merger Integration, Turnarounds, Series 65, Acquisition Integration, Start-ups, Turn Around Management, Hedge Funds, Venture Capital, Private Equity, Emerging Markets, Due Diligence, Consulting, Strategic Consulting, Strategic Partnerships, Finance, Valuation, Risk Management
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California - Marshall School of Business
BS, Cum Laude
Eric Kirste, CFP®, CIMA®, AIF® Eric Kirste, CFP®, CIMA®, AIF®'s IRON Financial LLC Experience March 2011 - Present
Job Director of Business Development
Industry Investment Management
Experience
IRON Financial LLC March 2011 - Present
Citi Private Bank November 2005 - February 2011
NatCity Investments / National City Bank (now PNC Financial Services Group) May 2003 - November 2005
AXA Advisors and an independent advisor January 2001 - May 2003
Successful Financial Solutions 1998 - 1999
Skills
Alternative Investments, Fixed Income, Mutual Funds, Private Equity, Hedge Funds, Asset Managment, Credit, Asset Allocation, Investment Advisory, Private Banking, Wealth Management, Series 66, Series 7, Uniform Combined State..., Series 63, Investments, Asset Management, Investment Strategies, Investment Management, Retirement Planning
Education
The University of Chicago Booth School of Business 2013 — 2013
Investment Management Education Program
Northwestern University 2003 — 2004
Professional Financial Planning Program
Miami University 1997 — 2001
Bachelor of Science in Business
John Hersey High School 1993 — 1997
High School Diploma
IRON Financial LLC March 2011 - Present
Citi Private Bank November 2005 - February 2011
NatCity Investments / National City Bank (now PNC Financial Services Group) May 2003 - November 2005
AXA Advisors and an independent advisor January 2001 - May 2003
Successful Financial Solutions 1998 - 1999
Skills
Alternative Investments, Fixed Income, Mutual Funds, Private Equity, Hedge Funds, Asset Managment, Credit, Asset Allocation, Investment Advisory, Private Banking, Wealth Management, Series 66, Series 7, Uniform Combined State..., Series 63, Investments, Asset Management, Investment Strategies, Investment Management, Retirement Planning
Education
The University of Chicago Booth School of Business 2013 — 2013
Investment Management Education Program
Northwestern University 2003 — 2004
Professional Financial Planning Program
Miami University 1997 — 2001
Bachelor of Science in Business
John Hersey High School 1993 — 1997
High School Diploma
Ian Hoppock Ian Hoppock's IRON Financial LLC Experience June 2013 - Present
Job Recent Graduate of the University of St Andrews
Industry Financial Services
Experience
IRON Financial LLC June 2013 - Present
ST.ART Magazine February 2013 - May 2014
Skills
LaTeX, Microsoft Excel, VBA, Bloomberg Terminal, Adobe Creative Suite, Maple, Public Speaking, Solar Theory, Economics, German, Microsoft Office, Data Analysis, Data Modeling, Black-Scholes, Option Pricing Models, Black Model, Data Modelling, Morningstar
Education
University of St. Andrews 2011 — 2015
Masters of Mathematics (Fast Track), Mathematics
Middlebury College 2014 — 2014
German Summer Programme
Saint Paul's School Advanced Studies Program 2010 — 2010
Molecular Biology
IRON Financial LLC June 2013 - Present
ST.ART Magazine February 2013 - May 2014
Skills
LaTeX, Microsoft Excel, VBA, Bloomberg Terminal, Adobe Creative Suite, Maple, Public Speaking, Solar Theory, Economics, German, Microsoft Office, Data Analysis, Data Modeling, Black-Scholes, Option Pricing Models, Black Model, Data Modelling, Morningstar
Education
University of St. Andrews 2011 — 2015
Masters of Mathematics (Fast Track), Mathematics
Middlebury College 2014 — 2014
German Summer Programme
Saint Paul's School Advanced Studies Program 2010 — 2010
Molecular Biology
Joshua Turgeon Joshua Turgeon's IRON Financial LLC Experience September 2010 - July 2011
Job Office Services Coordinator at IDEX Corporation
Industry Machinery
Experience
IDEX Corporation Office Services CoordinatorIDEX CorporationFebruary 2013 - Present
IDEX Corporation July 2010 - February 2013
IRON Financial LLC September 2010 - July 2011
DICK'S Sporting Goods July 2006 - January 2009
Skills
Workday, Microsoft Office, Time Management, Analysis, Customer Service, Human Resources, Process Improvement, Project Planning, Teamwork
Education
Harper College
Associate of Arts (A.A.), Psychology
IDEX Corporation Office Services CoordinatorIDEX CorporationFebruary 2013 - Present
IDEX Corporation July 2010 - February 2013
IRON Financial LLC September 2010 - July 2011
DICK'S Sporting Goods July 2006 - January 2009
Skills
Workday, Microsoft Office, Time Management, Analysis, Customer Service, Human Resources, Process Improvement, Project Planning, Teamwork
Education
Harper College
Associate of Arts (A.A.), Psychology
Don Casey, CFA's IRON Financial LLC Experience April 2015 - Present
Job Senior Investment Operations Analyst at IRON Financial LLC
Industry Financial Services
Experience
IRON Financial LLC April 2015 - Present
Leavitt Capital Management May 2008 - March 2015
Cook Associates August 2007 - January 2008
ABN AMRO November 2003 - July 2007
ABN AMRO September 2001 - November 2003
LaSalle Bank March 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Finance, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA
Saint Xavier University
B.S., Finance
IRON Financial LLC April 2015 - Present
Leavitt Capital Management May 2008 - March 2015
Cook Associates August 2007 - January 2008
ABN AMRO November 2003 - July 2007
ABN AMRO September 2001 - November 2003
LaSalle Bank March 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Finance, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA
Saint Xavier University
B.S., Finance
Daniel Sternberg's IRON Financial LLC Experience November 2002 - Present
Job Portfolio Manager at Iron Financial
Industry Investment Management
Experience
IRON Financial LLC November 2002 - Present
Skills
Mutual Funds, Derivatives
Education
Ithaca College 1998 — 2002
IRON Financial LLC November 2002 - Present
Skills
Mutual Funds, Derivatives
Education
Ithaca College 1998 — 2002
Howard Nixon's IRON Financial LLC Experience September 1994 - Present
Job CoFounder, Chairman and Managing Partner at IRON Financial LLC
Industry Investment Management
Experience
IRON Financial LLC September 1994 - Present
CBOT September 1982 - September 1997
Skills
Asset Managment, Asset Management, Start-ups, Due Diligence, Investments, Equities, Portfolio Management
Education
Arizona State University 1978 — 1982
Bachelor of Science (BS), Business Administration
IRON Financial LLC September 1994 - Present
CBOT September 1982 - September 1997
Skills
Asset Managment, Asset Management, Start-ups, Due Diligence, Investments, Equities, Portfolio Management
Education
Arizona State University 1978 — 1982
Bachelor of Science (BS), Business Administration
Cheryl Abbate's IRON Financial LLC Experience February 2012 - Present
Job Manager of Corporate Retirement at IRON Financial LLC
Industry Financial Services
Experience
IRON Financial LLC February 2012 - Present
Iron Corporate Retirement Services October 2010 - February 2012
Skills
401k, Defined Benefit, Retirement, Pension Administration, Pensions, New Business Development, ERISA, Retirement Planning, Retirement Plan..., Customer Service, Team Leadership, Wealth Management, Relationship Management, Negotiation, Financial Services, Mutual Funds, Process Improvement, Profit Sharing, Investments, Alternative Investments, Account Management, Team Building, Asset Managment, Coaching, Management, Pension Funds, Asset Management
Education
Regis University 1988 — 1992
Bachelor's degree, Mathematics and Computer Science, 3.2 GPA
IRON Financial LLC February 2012 - Present
Iron Corporate Retirement Services October 2010 - February 2012
Skills
401k, Defined Benefit, Retirement, Pension Administration, Pensions, New Business Development, ERISA, Retirement Planning, Retirement Plan..., Customer Service, Team Leadership, Wealth Management, Relationship Management, Negotiation, Financial Services, Mutual Funds, Process Improvement, Profit Sharing, Investments, Alternative Investments, Account Management, Team Building, Asset Managment, Coaching, Management, Pension Funds, Asset Management
Education
Regis University 1988 — 1992
Bachelor's degree, Mathematics and Computer Science, 3.2 GPA
Michael Ness's IRON Financial LLC Experience June 2013 - June 2013
Job Goaltending Coach
Industry Sports
Experience
Hockey and Sons August 2009 - Present
IRON Financial LLC June 2013 - June 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint
Education
Iowa State University 2010 — 2014
Woodbury Senior High
Hockey and Sons August 2009 - Present
IRON Financial LLC June 2013 - June 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint
Education
Iowa State University 2010 — 2014
Woodbury Senior High
Richard Lakin's IRON Financial LLC Experience 1996 - Present
Job Managing Director, Chief Compliance Officer at IRON Financial
Industry Financial Services
Experience
IRON Financial LLC 1996 - Present
Education
iIT Chicago - Kent College of Law 1983 — 1986
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor's degree
IRON Financial LLC 1996 - Present
Education
iIT Chicago - Kent College of Law 1983 — 1986
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor's degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY