Jo'El Fitzpatrick, Ria Email & Phone Number

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.

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.

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.

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.

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.