Fitzpatrick Financial was created to provide the highest levels of customer service and client portfolio adaptation possible in the financial industry. We strive to serve individual accounts with the utmost attention and care. With plan customization and flexibility in accounts we provide unparalleled access to a wide range of account types and financial vehicles. With low account minimums and hands on customer service let Fitzpatrick Financial help you own your Financial Future!

Oversee all trading and compliance at Fitzpatrick Financial. In charge of implementation of fundamental, technical, quantitative and qualitative analysis in portfolio modeling. Establish electronic platforming infrastructure through use of multiple market based programs with focus on: algorithmic trading, order flow, valuations, liquidity, volume, charting and financial fractals. Organize quarterly reporting and meetings for all internal staff and clients. Directly communicate with clearing house and platform provider to ensure minimal transaction costs and to acquire best execution pricing.

Organized cash flows for the development of the University of California Merced dormitories. Used Microsoft Excel, Works, One Note and Quicken software to create electronic templates to manage complex budgets. Table and data cell relations were crucial in identifying invoice relations and contract division. The job involved a work force of 55 workers and 8 sub-contractors with a final contract of $3.8 million upon completion. Worked closely with Accountant, Project Manager, and Owners to provide data relation programs relevant to their job. Databases involved Payroll and Wage Liability, Individual Business Invoicing, Housing Costs and Living Expenses, Contract Relation, and Job Costs.

Oversaw all operations at the USA Water Polo National Training Center on the Joint Forces Training Base. Managed a work force of 34 employees and 13 user groups. In charge of scheduling, certifications, user group management, utilities, and special events at the facility. During my time at the Training Center assisted both the Men's and Women's National Waterpolo teams in preparation for the 2004 and 2008 Olympic Summer Games. Created several programs and the popular "Race on The Base Triathlon" that brought the facility to the highest self sustaining levels in SCPPOA.

Learned Portfolio Management, Fundamental Analysis, Technical Analysis and integral processes to successful stock brokering. Worked with an Investment team that oversaw $40 million in assets, ranging from Municipal to Personal clientele. Handled Mutual Fund representatives and the personal needs of both brokers I studied under. Experienced the financial turmoil of September 11th, focusing on commodities, and the strike of the Port of Long Beach from the offices in the Long Beach World Trade Center.