Amy Morrow Email & Phone Number
Director of Finance and HR @ IronBridge Wealth Counsel, LLC
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Amy Morrow Location
- Austin, TX, US
Amy Morrow Work
- Director of Finance and HR @ (October 2024 - Present)
- Investment Analyst @ (October 2022 - November 2024)
- Customer Success Manager @ (October 2018 - June 2022)
- Client Specialist - Asset Management @ (September 2013 - October 2018)
- Senior Equity Analyst and Overlay Portfolio Manager @ Independent Portfolio Consultants (May 2005 - May 2013)
Amy Morrow Education
- University of Florida
Bachelor of Arts (Business Administration)
2001-2005 - Pine Crest School 1997-2001
Amy Morrow Skills
- Equities
- Investment Management
- Portfolio Management
- Asset Allocation
- Financial Modeling
- Securities
- Equity Research
- Financial Services
- Equity Valuation
- DCF Valuation
- Finance
- Trading
- Financial Markets
- Investment Advisory
- Bloomberg Terminal
- ETFs
- Private Equity
- Thomson Reuters Eikon
- Asset Management
- Strategic Financial Planning
- Fixed Income
- Investments
Amy Morrow Summary
- Amy Morrow, based in Austin, TX, US, is currently a Director of Finance and HR at IronBridge Wealth Counsel, LLC. Amy Morrow brings experience from previous roles at IronBridge Wealth Counsel, LLC, Refinitiv, an LSEG business, Thomson Reuters and Independent Portfolio Consultants. Amy Morrow holds a 2001 - 2005 Bachelor of Arts in Business Administration @ University of Florida. With a robust skill set that includes Equities, Investment Management, Portfolio Management, Asset Allocation, Financial Modeling and more. Amy Morrow has 2 emails and 2 mobile phone numbers on RocketReach.
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