Patrick received his Bachelors of Science in Bio-Health Sciences from La Sierra University in California and began working as a manager at one of the largest no profit medical clinics in San Diego, California. After 8 years working as a Program Manager, Patrick branched out full time on his own to satisfy his entrepreneurial nature and started two businesses: Quashi International; a surfboard, clothing and accessory brand, as well as a real estate marketing company. He has since been involved in many real estate deals as a realtor, trained appraiser and real estate investor.
Patrick was introduced to futures trading and equity investing from a friend and soon realized that the finance industry and capital markets was what he truly loved - business is in his blood. After a few internships, propriatory trading for himself and the firm, working at a hedge fund learning the ropes, Patrick now enjoys trading and is focused on better risk management and proper asset allocation. Patrick went on to work as a Financial Analyst at a CTA Managed Futures Fund, providing research, assisting the head trader and providing excel data management, then progressed on to a Senior Analyst position with a wall street research firm based in New York and Los Angeles. In 2014, after completing his MBA and the coveted invite-only Certified Financial Analyst Program at Florida Atlantic University, Patrick moved began training with Morgan Stanley and began his Financial Planning Practice at Northwestern Mutual in Boca Raton, FL.
Patrick plans to sit for the Market Technicians Association’s, CMT Technical Analysis Charter program and is currently self studying. He has completed the coursework for the Certified Financial Planner designation (CFP) and plans to sit for the exam in 2017. Patrick has aspirations of being a portfolio manager running his own RIA and hedge funds, trading and investing in the equity and futures markets, while building his Financial Planning Practice and consulting business. Of course... Patrick will always be involved in business and investing.
Executive MBA in International Business with a Specialty in Finance
Florida Atlantic University - 2014
Florida Atlantic University - 2014
1 Year Course covering Financial Statements, Trading, Analysis, Econometrics, Statistics and Capital Markets
Florida Atlantic University - 2017
Completed seven classes for CFP Designation - Exam July, 2017
Self Study (Level One) - 2017
Studying technical analysis for portfolio management - Estimated completion 2018
When working with my clients, I rely not only on my own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network. Together, they can provide the guidance clients need to start down the path to financial security.
Sharp Mountain Advisors, LLC
Quashi International, LLC
• Built an international team based in USA, Hawaii, Australia, Jamaica, Puerto Rico, Costa Rica, Panama, Indonesia, US Virgin Islands, Cayman Islands, Curacao, Martinique, Trinidad, Tobago and Barbados.
• Created working partnerships with Jamnesia Surf Club, Goldenshore Hotel, Air Jamaica Airlines, and Air Jamaica Cargo
• Successfully negotiated sponsor contracts with Air Jamaica, Nixon, Insight 51, and Margaritaville for team support.
• Met and exceeded quarterly sales quotas and established relationships that yielded accounts for the brand.
Vista Community Clinic - 501C3
- Corporate Finance
- Retirement Planning
- Estate Planning
- Investment Planning
- Portfolio Management
- Real Estate
- Equity Research Analysis
- Entrepenuerial Consulting
MY THREE BOYS
Palm Beach, Florida
Be sure to visit QUASHI.COM