Ironwood Investment Counsel, LLC
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
Ironwood Investment Counsel, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ironwood Investment Counsel, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ironwood Investment Counsel, LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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
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