Ironwood Investment Counsel, LLC

Description

Address: 14646 N Kierland Blvd # 135, Scottsdale, AZ 85254 Hours: Closes soon: 4:30PM ⋅ Opens 7:30AM Tue Monday7:30AM–4:30PMTuesday7:30AM–4:30PMWednesday7:30AM–4:30PMThursday7:30AM–4:30PMFriday7:30AM–3PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (480) 609-4725Place name: : Website: Category: : : : : : Website: http://www.ironwoodic.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ironwood Investment Counsel, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Ironwood Investment Counsel, LLC Employees

Employee
Years
Job
Industry
Hisham Mirza Hisham Mirza Tempe, Arizona Details
Hisham Mirza's Ironwood Investment Counsel, LLC Experience May 2014 - July 2014
Job Student at Arizona State University
Industry Investment Banking
Experience
Goldman Sachs  June 2015 - August 2015
J.P. Morgan   November 2014 - November 2014
Ironwood Investment Counsel, LLC   May 2014 - July 2014
J.P. Morgan   January 2014 - April 2014
Housing Bank for Trade and Finance   December 2013 - January 2014

Skills
Bloomberg Terminal, SPSS Statistics Platform, Microsoft Excel, Thomson Reuters Dealing..., Investment Banking, Wealth Management, Investments, Financial Analysis, Financial Advisory, Microsoft Office, Teamwork, Team Leadership

Education
Arizona State University, W. P. Carey School of Business   2012 — 2016
Bachelor's Degree, Economics and Finance

Barrett, The Honors College at ASU   2012 — 2016
Honors Economics and Finance

Harvard University   2013 — 2013
Credits Transfer

American Community School   2004 — 2012
American Diploma

Erin Gort Erin Gort Phoenix, Arizona Details
Erin Gort's Ironwood Investment Counsel, LLC Experience 2013 - 2013
Job Property Administrator
Industry Executive Office
Experience
Tesseract School  October 2013 - November 2014
University of Phoenix  October 2011 - June 2013
Ironwood Investment Counsel, LLC   2013 - 2013
Portella   2007 - 2007

Skills
Administrative..., Executive..., Clerical Skills, Teaching, Front Office, Office Administration, Dental Marketing, Phone Etiquette, Customer Service, Executive Support, Academic Advising, Administrative..., Retaining Customers, Customer Retention, Leadership, Public Speaking

Education
Arizona State University   2002 — 2006
Bachelor of Arts (BA), Communication, General

Anthony Tanner, CFA Anthony Tanner, CFA Scottsdale, Arizona Details
Anthony Tanner, CFA's Ironwood Investment Counsel, LLC Experience September 2009 - November 2010
Job Investment, Wealth Management Executive, Fixed Income Manager,Strategist
Industry Investment Management
Experience
BMO Private Bank  July 2014 - July 2015
Wells Fargo Private Bank  December 2010 - July 2014
Ironwood Investment Counsel, LLC   September 2009 - November 2010
Tanner Capital Management, LLC   December 2006 - September 2009
OppenheimerFunds  1991 - 2003

Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...

Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing

Saint Louis University
Bachelor of Science (BS), Finance

Logan Hurst Logan Hurst Phoenix, Arizona Area Details
Logan Hurst's Ironwood Investment Counsel, LLC Experience May 2013 - April 2014
Job Research Analyst at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  June 2015 - Present
SVB Financial Group  April 2014 - June 2015
ASU Student Investment Management Fund  August 2013 - May 2014
Equity Methods  January 2014 - April 2014
Ironwood Investment Counsel, LLC   May 2013 - April 2014
ViaWest Properties  January 2013 - May 2013
Lionbridge  May 2009 - February 2010

Skills
Microsoft Excel, Investments, Value Investing, Bloomberg, Equity Research, PowerPoint, Microsoft Office, Social Media, Valuation, Portfolio Management, Public Speaking, Leadership, Research, Financial Analysis, Microsoft Word, Data Management, Equities, Fine Dining

Education
Arizona State University   2012 — 2014
BS, Finance

Azusa Pacific University   2009 — 2012
Finance

Amy Eagan Amy Eagan Phoenix, Arizona Area Details
Amy Eagan's Ironwood Investment Counsel, LLC Experience August 2009 - November 2014
Job Executive Assistant at Arista Wealth Management
Industry Financial Services
Experience
Arista Wealth Management   November 2014 - Present
Ironwood Investment Counsel, LLC   August 2009 - November 2014
Taylor Bean and Whitaker Mortgage   April 2009 - August 2009
Sperry Van Ness Commercial Real Estate Services, Inc   December 2008 - April 2009
Investors Mortgage Holdings   January 2008 - October 2008
Mortgage Investors Group  March 2005 - August 2007

Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, Microsoft Word, Account Reconciliation, Administrative..., Office Management, Operations Management, Spreadsheets, Invoicing, Human Resources, CRM, Microsoft Excel, Social Media, Proofreading, Process Improvement, Procedure Development, Travel Planning, Travel Arrangements, Oral & Written...

Education
Highland Community College
Associates, Information Systems

Matthew Kelly, CFP®, CIMA® Matthew Kelly, CFP®, CIMA® Scottsdale, Arizona Details
Matthew Kelly, CFP®, CIMA®'s Ironwood Investment Counsel, LLC Experience September 2011 - Present
Job Senior Associate at Ironwood Investment Counsel, LLC
Industry Financial Services
Experience
Ironwood Investment Counsel, LLC   September 2011 - Present
Ironwood Investment Counsel, LLC   March 2009 - September 2011
Legacy Bank  June 2008 - November 2008
AST Capital Trust  April 2003 - April 2008

Skills
Account Reconciliation, Strategic Financial..., Data Analysis, Tax Advisory, Portfolio Management, CRM, Strategy, Asset Allocation, Financial Services, Training, Wealth Management, Investments, Mutual Funds, Valuation, Securities, Alternative Investments, Retirement Planning, Fixed Income, Bloomberg, Investment Advisory, Series 63

Education
University of Pennsylvania - The Wharton School   2013 — 2013
Certified Investment Management Analyst®

Arizona State University   2002 — 2005
B.S., Global Business

University of Phoenix   2006 — 2008
Masters in Business Administration

Desiree Owens Desiree Owens Scottsdale, Arizona Details
Desiree Owens's Ironwood Investment Counsel, LLC Experience November 2007 - November 2013
Job Compliance Officer | Project Manager
Industry Construction
Experience
Tricor, LLC   February 2015 - Present
SSA Executive Search International, Ltd.   April 2014 - September 2014
The Board Institute   April 2014 - September 2014
Bridge Bookkeeping   February 2014 - September 2014
Bridge Financial Strategies   February 2014 - May 2014
Ironwood Investment Counsel, LLC   November 2007 - November 2013
Inlign Wealth Management  May 2004 - October 2007
KPNX Channel 12   May 2003 - March 2004
Arizona State University, Graduate College   November 2000 - May 2003
TEM Corp (formerly Estes Homebuilding Co   June 1996 - August 2000

Skills
Training, Management, Human Resources, Budgets, Accounting, Marketing, Office Management, CRM, Operations Management, Bookkeeping, Accounts Receivable, Accounts Payable, Account Reconciliation, Cash Flow Forecasting, QuickBooks, Microsoft Office, Database Administration, ADP Payroll, Paychex, Executive Calendar..., Executive Support, Travel Planning, Process Improvement, Policy Writing, Procedure Development, Operating Budgets, Budget Forecasts, Budget Setting, Financial Recruiting, Financial Statements, Vendor Management, Benefit Plan..., Time Management, Insurance, Finance, Recruiting, Data Entry, Leadership, Strategic Financial..., Wealth Management, Tax, Event Planning, Valuation, Investments

Education
University of Phoenix   2005 — 2006
Business Administration

Arizona State University   2001 — 2003
BA, Broadcasting

University of Arizona   1995 — 1999
Media Arts

Julie A. Kern, CPA, CFP®, CDFA™, ADFA™ Julie A. Kern, CPA, CFP®, CDFA™, ADFA™ Phoenix, Arizona Area Details
Julie A. Kern, CPA, CFP®, CDFA™, ADFA™'s Ironwood Investment Counsel, LLC Experience January 2006 - December 2008
Job Divorce & Financial Strategist
Industry Financial Services
Experience
Bridge Divorce Strategies   August 2012 - Present
Bridge Financial Strategies   January 2009 - Present
Ironwood Investment Counsel, LLC   January 2006 - December 2008
Inlign Wealth Management  June 2002 - January 2006
Arthur Andersen  June 2001 - June 2002

Skills
Women's Finance, Tax, Investments, Financial Planning, Tax Strategies, Tax Return Preparation, Wealth Management, Cash Flow, Retirement, Estate Planning, Small Business, Retirement Planning, Portfolio Management, Planning, Tax Preparation

Education
Arizona State University - W. P. Carey School of Business   2000 — 2001
Masters, Taxation

Arizona State University   1997 — 2000
Bachelors, Accountancy

Vince Guarino, CFP® Vince Guarino, CFP® Phoenix, Arizona Details
Vince Guarino, CFP®'s Ironwood Investment Counsel, LLC Experience March 2014 - Present
Job Junior Associate at Ironwood Investment Counsel, LLC
Industry Financial Services
Experience
Ironwood Investment Counsel, LLC   March 2014 - Present
Merrill Edge  October 2013 - March 2014
USAA  April 2010 - July 2013
Charles Schwab  August 2008 - April 2010
Charles Schwab  April 2007 - August 2008

Skills
Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Investments, Asset Allocation, Insurance

Education
Creighton University   2011 — 2013
Master's degree, Investments and Securities

Jeffrey Shiffra, CFA, CPA Jeffrey Shiffra, CFA, CPA Phoenix, Arizona Area Details
Jeffrey Shiffra, CFA, CPA's Ironwood Investment Counsel, LLC Experience March 2001 - Present
Job Managing Partner, Ironwood Investment Counsel, LLC
Industry Investment Management
Experience
Ironwood Investment Counsel, LLC   March 2001 - Present
Bank of America Private Bank  January 2000 - March 2001
Arthur Andersen LLP  July 1992 - January 2000

Education
Arizona State University   1999 — 2001
Masters of Science, Taxation

Michigan State University - The Eli Broad Graduate School of Management   1989 — 1992
Bachelor or Arts, Accounting and Finance

Amina D'Ambrozio Amina D'Ambrozio Phoenix, Arizona Area Details
Amina D'Ambrozio's Ironwood Investment Counsel, LLC Experience November 2006 - June 2013
Job Business Consultant, Top Client Acquisition at American Express OPEN
Industry Financial Services
Experience
American Express OPEN  January 2015 - Present
Stormwind Studios  June 2013 - January 2015
Ironwood Investment Counsel, LLC   November 2006 - June 2013
Battelle  February 2003 - January 2006

Skills
Training, Project Management, Management, Social Media, CRM, Leadership, Team Building, Sales, Coaching, Customer Service, Business Development

Education
University of Arizona   1998 — 2000
Bachelor's Degree, Molecular Biology

Roxbury Community College   1985 — 1987
Associate's Degree, Executive Assistant/Executive Secretary

Paul Alston Paul Alston Phoenix, Arizona Area Details
Paul Alston's Ironwood Investment Counsel, LLC Experience Senior Portfolio Manager, SVPBank of America1993 - 2001
Job Owner, Ironwood Investment Counsel, LLC
Industry Investment Management
Experience
Ironwood Investment Counsel, LLC   Senior Portfolio Manager, SVPBank of America1993 - 2001

Education
Arizona State University   1982 — 1985
MBA

Arizona State University   1973 — 1980
BA, History

Steven Cimbalist Steven Cimbalist Tempe, Arizona Details
Steven Cimbalist's Ironwood Investment Counsel, LLC Experience 2013 - 2013
Job Student at Arizona State University, W. P. Carey School of Business
Industry Financial Services
Experience
JPMorgan Chase  July 2012 - Present
Ironwood Investment Counsel, LLC   2013 - 2013
Target  March 2012 - August 2012
ASU Foundation  August 2011 - January 2012
Albertsons  July 2009 - August 2010

Skills
Microsoft Excel, Banking

Education
Arizona State University, W. P. Carey School of Business   2010 — 2014
Bachelor of Science (B.S.), Finance, 4.0