Ocean Park Asset Management
We Believe in Disciplined Risk Management. Our tactical, rules-based process seeks to take the guesswork and emotion out of making investment decisions with goal of protecting our clients and their portfolios. Ocean Park Asset Management does not approve or endorse any third-party communications posted on LinkedIn. Ocean Park Asset Management, LLC offers and provides investment advisory services directly to clients on a joint advisory basis; provides portfolio management services on a sub-advisory basis; and provides investment advisory services through a model delivery or strategist structure to other third-party investment advisers, broker dealers, and financial institutions. Ocean Park Asset Management also serves as an investment adviser to an investment company registered under the Investment Company Act of 1940, where it provides investment management services to Mutual Funds and Exchange Traded Funds (ETFs). There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV).
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Verified contacts
48
available on Kipplo
LinkedIn employees
56
51 to 200 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
2
tools in use
Monthly traffic
316
organic / mo
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Decision-makers and verified team members
48 contacts with verified email or phone · masked until revealed.
- BP
Bill Phillips
Director of Advisor Consulting & Senior Portfolio Specialist · Sales & Business Development
EmailPhone - JD
Jerrod Deshaw
Director of National Accounts · Sales & Business Development
EmailPhone - TG
Ted Ghazal
Director, Internal Sales · Sales & Business Development
EmailPhone - WF
Will Farr
Regional Director · General Business & Management
EmailPhone - GB
Gabriel Bernardi
Internal Wholesaler · Sales & Business Development
EmailPhone - HM
Harry Milling
Senior Writer · Writing/Editing
EmailPhone - SP
Sean Pham
Regional Sales Consultant · Sales & Business Development
EmailPhone - YD
Yanni Dalkos
Senior Research & Data Analyst · Research & Development
EmailPhone - AD
Annalisa Donati
Sierra Investment Management · Other
EmailPhone
Showing 9 of 48 verified contacts
Top roles at Ocean Park Asset Management
25 distinct titles indexed · top 10 shown.
- 6regional director
- 4director of national accounts
- 3internal wholesaler
- 2regional associate
- 2regional sales associate
- 2sales operations manager
- 2senior writer
- 1,, &
- 1advisor consultant
- 1advisory council
- +15more titles
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