Patrick E. Mitchell

Financial Planner, Portfolio Manager, Research Analyst and Consultant

ABOUT

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.

EDUCATION

Master of Business Administration
Executive MBA in International Business with a Specialty in Finance
Florida Atlantic University - 2014

Financial Analyst Program - Certificate
Florida Atlantic University - 2014
1 Year Course covering Financial Statements, Trading, Analysis, Econometrics, Statistics and Capital Markets

Certified Financial Planner - CFP (Candidate)
Florida Atlantic University - 2017
Completed seven classes for CFP Designation - Exam July, 2017
IN PROGRESS

Chartered Market Technician - CMT (Candidate)
Self Study (Level One) - 2017
Studying technical analysis for portfolio management - Estimated completion 2018
IN PROGRESS



WORK

Sr. Financial Analyst
WallStreet Research.

WallStreet Research™ (WSR) is a top ranked independent research firm with a history spanning over three decades. WSR provides the global investment community with independent analyst research reports, corporate profiles and newsletters of selected quality emerging growth companies. WallStreet Research™ specializes in independent coverage of publicy traded as well as private companies with strong management, significant market prospects, and outstanding long-term earnings growth potential. All information gathered is well-organized, covering all aspects of the business, including strategy, relevant competitive advantages, financial condition, market, products or services. As a Sr. Analyst, Patrick provideds deep fundamental analysis, technical analysis and business research. WSR coverage has also been able to positively affect the future of the Company's stock performance and has been known to consistently increase long term shareholder value and liquidity. WSR reports when completed, are posted on the company website and are distributed globally to a proprietary database and numerous leading internet portals.

AUGUST 2013 - CURRENT

Financial Advisor / Representative
Northwestern Mutual

I have worked as an Insurance Sales Financial Representative in multiple capacities. I obtained the Florida State 2-15 insurance license and built a customer base of clients.

As a Financial Advisor, I understand that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I work with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results. Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management (insurance), wealth accumulation (investments), and wealth preservation and distribution (estate planning).

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.

MARCH 2016 - OCTOBER 2016

Jr. Analyst and Trader
Sharp Mountain Advisors, LLC

I worked as an analyst/trader for a CTA Managed Futures Advisor hedge fund. My duties involved, finding trade ideas, risk management, and Excel based trade and accounting data management. I also assisted with fundamental and technical analysis. Barclay Hedge ranked the firm in the top 10 CTA discretionary trading firmsa Financial Advisor, I understand that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I work with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.

NOVEMBER 2013 - FEB 2015

Founder / Owner / Shaper Chief Bottle Washer...
Quashi International, LLC

I established a business manufacturing and marketing custom surfboards, apparel, and accessories. Starting in my parent's garage, I grew the brand to an international company, moved to a 4,000 Sq. Ft. warehouse and manufactured retail products for the surfing industry. I was able to build the brand to become the top surfing brand in the Caribbean region with global surf industry recognition in 2005. The Surf Industry Manufacturers Association awarded best marketing campaign to partner Insight 51 brand using our team and product in 2005. I established accounts with customers, and suppliers both in the USA and Internationally growing the company from startup to over 1 million in sales revenue in 4 years.

• 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.

1996 - Current

Program Manager
Vista Community Clinic - 501C3

Established and managed the rollout of a $10 Million pregnancy prevention initiative with the California Wellness Foundation. I maintained a staff of 23 and created the first Teen Clinic in San Diego. Increased clients from an average of 6 to 825 teenagers per month across two locations thru teaching, marketing and sales promotion of the clinic services. Was effective in reducing local pregnancy rates from 18% down to 6% in 7 years.

1999- 2006

SERVICES

Comprehensive Financial Planning
- Corporate Finance
- Retirement Planning
- Estate Planning
- Investment Planning
- Portfolio Management
- Real Estate
- Equity Research Analysis
- Entrepenuerial Consulting

My experiencs in life have shaped my practice and work ethics. I will treat you as I would treat myself! there is simply no other way!

SPECIALTIES

Portfolio Management


Research Analysis


Corporate Finance


Entrepenurial Strategy


Marketing and Design


Business Development



HOME LIFE

MY THREE BOYS

I have three wonderful boys that I am proud to be raising. At ages 14, 11 and 8... between school, surf and soccer, they keep me on my toes!

family

NON-STOP EDUCATION

I must admit... I have fallen in love with learning. I am currently completing my CFP while I study for the CMT Level one exam for technical analysis. I have too many books to read and will continue to learn about as much as I can as it keeps me sharp and helps me in my practice! I love it!

keep learning

My Fun

I love to travel. I specifically love to travel to warm tropical places. I have dreams of one day sailing off into the sunset on an oversized Catamaran seeking untouched beaches and unridden waves. If one day... I am no longer reachable... It may have just happened.

have fun



Be sure to visit QUASHI.COM