Longboard Asset Management

Description

Address: 2355 E Camelback Rd #750, Phoenix, AZ 85016 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (800) 290-8319Website: : Category: Hours: : Place name: : : : : Website: http://longboardmutualfunds.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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Longboard Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Longboard Asset Management Employees

Employee
Years
Job
Industry
Josh Abercrombie, CIMA®, MBA Josh Abercrombie, CIMA®, MBA Phoenix, Arizona Area Details
Josh Abercrombie, CIMA®, MBA's Longboard Asset Management Experience April 2013 - October 2013
Job Regional Director Institutional Distribution
Industry Financial Services
Experience
Tier 1 Financial Services Company   October 2013 - Present
Longboard Asset Management   April 2013 - October 2013
MFS Investment Management  April 2008 - December 2012
MFS Investment Management  October 2005 - April 2008
MFS Investment Management  July 2002 - October 2005

Skills
Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Investments, Investment Strategies, Retirement, Series 6, Separately Managed..., Investment Advisory, Equities, Fixed Income, New Business Development, Territory Mgmt, Public Speaking, Modern Portfolio Theory, Consultative Selling..., Sales Presentations, Financial Markets, Investment Sales, Managed Futures, Portfolio Management

Education
University of Phoenix   2006 — 2007
Master of Business Adminsitration

Arizona State University - W. P. Carey School of Business   2000 — 2002
Bachelor of Science, Finance

Kate Morgan Kate Morgan Princeton, New Jersey Details
Kate Morgan's Longboard Asset Management Experience April 2015 - Present
Job Director of Marketing, Longboard Asset Management
Industry Marketing and Advertising
Experience
Longboard Asset Management   April 2015 - Present
German Accelerator Inc.  November 2014 - Present
Fusion Marketing LLC   August 2013 - July 2015
Equinox Fund Management, LLC  May 2007 - March 2012
NRG Energy  December 2005 - December 2006
KHMorgan Associates   2003 - 2005
Braxton Associates  June 1989 - 1992
BMW  1986 - 1988
Coopers and Lybrand  1984 - 1986

Skills
Marketing, Strategy, Hedge Fund Marketing, Marketing Strategy, Alternative Assets..., Advertising, Market Research, Business Strategy, Financial Services, Business Networking, Management Consulting, Financial Services..., Innovation, Sales, Consulting, Strategic Partnerships, Alternative Mutual Funds

Education
Tuck School of Business at Dartmouth   1988 — 1990
Master of Business Administration (MBA)

Princeton University   1980 — 1984
Bachelor of Arts (B.A.), English, Cum Laude

Erica Fichter Erica Fichter Phoenix, Arizona Area Details
Erica Fichter's Longboard Asset Management Experience September 2015 - Present
Job Bridging passion with opportunity.
Industry Financial Services
Experience
Longboard Asset Management   September 2015 - Present
W. P. Carey School of Business, Arizona State University   2011 - 2015
J.A.M. Distributing, ExxonMobil   2009 - 2011
J&J Manufacturing, Strongarm Industries   2006 - 2009

Skills
Direct Sales, Event Management, Account Management, B2B Marketing, Key Account Management, Manufacturing, Contract Negotiations, Public Relations, Customer Relations, Customer Service, Web Design, Sales Management, Team Building, Strategic Planning, Problem Solving, Cold Calling, Negotiation, PowerPoint, B2B, Consultative Selling, Lead Generation, Marketing Strategy, New Business Development, Microsoft Office, Word, Organizational..., Promotions, Salesforce.com, Product Development, Fundraising, Contract Management, Event Planning, Direct Marketing, Customer Satisfaction, Marketing, Recruiting, Contract Negotiation

Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (M.B.A.)

The University of Texas at Austin
Bachelor’s Degree, Philosophy

Jason Klatt Jason Klatt Phoenix, Arizona Details
Jason Klatt's Longboard Asset Management Experience May 2011 - Present
Job Sr. Managing Director of Strategic Operations at Longboard Asset Management
Industry Investment Management
Experience
Longboard Asset Management   May 2011 - Present
Sun State Engineering   2005 - May 2011

Skills
Hedge Funds, Alternative Investments, Equities, Derivatives, Asset Managment, Portfolio Management, Mutual Funds, Finance, Investment Strategies, Options, Financial Markets, Trading Systems, Technical Analysis, Trading

Education
Northern Arizona University   1996 — 1999
Bachelor of Science (B.S.), Electrical Engineering

Dan Grossmann Dan Grossmann Phoenix, Arizona Area Details
Dan Grossmann's Longboard Asset Management Experience August 2015 - Present
Job Portfolio Consultant at Longboard Asset Management
Industry Financial Services
Experience
Longboard Asset Management   August 2015 - Present
Investment Company Institute  April 2013 - July 2015
Investment Company Institute  October 2011 - March 2013
Investment Company Institute  April 2010 - September 2011
CoStar Group  July 2009 - March 2010
FBR  May 2008 - November 2008

Skills
Research, Analysis, Customer Service, Investments, Mutual Funds, Economics, PowerPoint, Microsoft Excel, Sales, Quantitative Analytics, Strategic Planning, Microsoft Office, Leadership, Financial Analysis, Market Research, Financial Modeling, Statistics, Analytics, Data Mining, Nonprofits, Finance, Data Analysis, Forecasting, Financial Reporting

Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)

University of Maryland College Park
B.A., Economics

Trent Morue Trent Morue Phoenix, Arizona Area Details
Trent Morue's Longboard Asset Management Experience September 2015 - Present
Job Design Manager at Longboard Asset Management
Industry Marketing and Advertising
Experience
Longboard Asset Management   September 2015 - Present
Clicktools   June 2012 - September 2015
IDS Technology Marketing  January 2011 - June 2012
SeeSaw Designs   January 2008 - June 2009
Fabiano Communications  January 2007 - January 2008
SHR Perceptual Management  2005 - 2007
Blender Creative   October 2001 - January 2005
StevensTarr Design   July 1999 - October 2001

Skills
Graphic Design, Illustrator, Web Design, Creative Direction, Photoshop, InDesign, Illustration, Brochures, Advertising, Art Direction, Adobe Creative Suite, Typography, Print Collateral Design, Logo Design, Corporate Identity, Brand Development, Corporate Branding, Email Marketing, Visual Communication, Interaction Design, Branding & Identity, User Experience, Creative Strategy, Graphics

Education
Abilene Christian University   1995 — 1999
BA Art, Graphic Design, Art

Plano Senior High School   1991 — 1992

Raphael Del Rosario Raphael Del Rosario Phoenix, Arizona Area Details
Raphael Del Rosario's Longboard Asset Management Experience July 2015 - Present
Job IT Support Specialist
Industry Government Administration
Experience
Longboard Asset Management   July 2015 - Present
State of Arizona  September 2014 - July 2015
SL Computers   October 2014 - December 2014
State of Arizona  July 2013 - September 2014
State of Arizona (AZ Mine Inspectors Office)   April 2012 - September 2014
Subway  August 2008 - August 2011

Skills
CompTIA A+, Microsoft Office, Computer Hardware..., Government, Outlook, Software Documentation, Access, Policy, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Windows 7, Computer Hardware, FileMaker, Windows Vista, Windows 8, Android, iOS, Active Directory, Customer Relations, Mac OS, Software Troubleshooting, Teamwork, Laptops, Desktop Computers, Printers, Scanners, Reporting, Relational Databases, Wireless Networking, Non-profit Volunteering, Volunteering, Adobe LiveCycle Designer, Computer Building, Sustainability, Data Analysis, Time Management, Finance, Analysis, Leadership, Training

Education
Arizona State University - W. P. Carey School of Business
Bachelor's degree, Business and Business Sustainability

Estrella Mountain Community College
Associate's degree, Business with emphasis on Computer and Information Systems

Courtney L. (Jardine) DeLuca Courtney L. (Jardine) DeLuca Tampa/St. Petersburg, Florida Area Details
Courtney L. (Jardine) DeLuca's Longboard Asset Management Experience March 2012 - Present
Job Director of Business Administration at Longboard Asset Management, LLC
Industry Financial Services
Experience
Longboard Asset Management   March 2012 - Present
Sun Life Financial  February 2009 - March 2012
Sun Life Financial  August 2006 - February 2009
Sun Life Financial  October 2005 - August 2006

Skills
Project Management, Mutual Funds, Variable Annuities, Series 63, Life Insurance, Series 6, Asset Management, Management, Long-term Care, Retirement Planning, Wealth Management, Retirement, Insurance, FINRA, Investments, Sales

Education
University of Florida   2004 — 2005
Master of Science in Business Administration, Concentration: Management

University of Florida   2000 — 2004
Bachelor of Arts, Bachelor of Arts, Philosophy, and the Ancient Civilizations track of Classical Studies

Drew Acocella Drew Acocella New York, New York Details
Drew Acocella's Longboard Asset Management Experience 2014 - Present
Job Associate Director, Marketing
Industry Financial Services
Experience
Longboard Asset Management   2014 - Present
The Coca-Cola Company  March 2014 - March 2015
On Q Financial, Inc.   March 2013 - March 2014

Skills
Social Media, Sales, Marketing Strategy, Microsoft Office, Marketing, Social Networking, Leadership, Time Management, Market Research, Public Speaking, Business Communications, Advertising, Email Marketing, Brand Management, Lead Generation, Entrepreneurship, WordPress, Liquid Alternatives

Education
Arizona State University
W.P. Carey School of Business

Peter Franzen Peter Franzen Phoenix, Arizona Details
Peter Franzen's Longboard Asset Management Experience January 2015 - Present
Job Sales Operations Administrator
Industry Information Services
Experience
Longboard Asset Management   January 2015 - Present
PetSmart Charities  March 2014 - January 2015
PetSmart Charities  August 2012 - March 2014
SheKnows, LLC  June 2011 - June 2012
CBS Interactive  February 2007 - January 2010
CNET Networks  February 2007 - January 2010

Skills
Google Analytics, Digital Photography, Project Management, Lightroom, Advertising Management, Microsoft Excel, Photoshop, Advertising Campaign..., Digital Video, Commercial Photography, Inventory Analysis, Digital Asset Management, PowerPivot, SQL, SDLC, Convio, Salesforce.com..., Tableau, SPSS

Education
University of Arizona, Eller College of Management
Master's Degree, Mast's in Information Systems

University of Colorado Boulder
BA, Environmental Studies

Michelle Duah Michelle Duah Phoenix, Arizona Area Details
Michelle Duah's Longboard Asset Management Experience September 2014 - July 2015
Job I help businesses get clarity on their vision, their brand, and their process for acquiring new business
Industry Design
Experience
Plain English, LLC   July 2013 - Present
ASU  August 2010 - Present
Longboard Asset Management   September 2014 - July 2015
AIGA Arizona  June 2013 - October 2014
Robison Duah Creative, LLC   October 2012 - October 2014
Arizona State University  August 2011 - December 2013
SkinActives, LLC   January 2012 - September 2012
TASER International  June 2009 - April 2010

Skills
Interaction Design, Visual Communication, Adobe Creative Suite, User Experience, Design Thinking, User-centered Design, User Interface Design, Illustrator, Typography, Graphic Design, Graphics, InDesign, Information Design, Corporate Identity, Experience Design, Branding & Identity, Design Strategy, Ethnography, Photoshop, Art Direction, Industrial Design, Brochures, Logo Design, Concept Development, Videography, Visual Storytelling, Video Ethnography, Qualitative Research, Marketing Strategy, Business Strategy

Education
ASU, The Design School   2010 — 2012
MSD, Interaction Design

Arizona State University   2004 — 2010

Curtis Christensen Curtis Christensen Phoenix, Arizona Area Details
Curtis Christensen's Longboard Asset Management Experience October 2013 - Present
Job Chief Compliance Officer at Longboard Asset Management
Industry Financial Services
Experience
Longboard Asset Management   October 2013 - Present
M. S. Howells & Co.   2010 - Present
MSH Capital Advisors   2011 - Present
Countrywide  June 2006 - March 2009
Banc of America Investments  2008 - 2009
Zions Bank  July 2003 - June 2006
Ameriprise Financial Services, Inc.   January 2000 - July 2003

Skills
Investments, Financial Services, Finance, Securities, Hedge Funds, Mutual Funds, Series 7, Financial Analysis, Equities, FINRA, Leadership, Portfolio Management, Trading, Asset Management, Alternative Investments, Alternative Mutual Funds

Education
University of Minnesota - Carlson School of Management   1994 — 1995
MBA, Finance

Brigham Young University
B.S., Business Management

Alex Fryer Alex Fryer San Francisco Bay Area Details
Alex Fryer's Longboard Asset Management Experience June 2011 - May 2013
Job Founder, CEO @ Cheddar
Industry Computer Software
Experience
Cheddar   February 2014 - Present
Longboard Asset Management   June 2011 - May 2013
The Charles R. Blyth Fund   January 2009 - June 2012
The Biodesign Institute at Arizona State University  May 2005 - August 2007

Education
Stanford University   2008 — 2012
BS, Management Science and Engineering