Patrick Grogan Email & Phone Number

Orlando, Florida, United States

• Assist in sourcing, evaluating, and structuring a range of potential investments including special-situations, merger arb, and opportunistic L/S equity strategies
• Gather and analyze data from a variety of resources to perform in-depth analysis (deal break downside valuations, modeling out pro forma projections, etc.)
• Maintain a coverage universe of 100+ corporate transactions, monitoring the news flow and updating relevant spreadsheets
• Lead internal meetings with the trading team and play a key role in our investment decision making process
• Execute merger arb and long/short equity orders in compliance with trading procedures and portfolio guidelines
• Increase the efficiency of execution services and help build improved solutions for the desk's processes and order flow

• Sought to provide best execution across a range of financial products (equities, options, futures, ETFs, etc.) for all of Fitzroy’s internal businesses
• Managed equity orders in a logical, risk-controlled manner with a high sensitivity to fiduciary responsibilities
• Served as the head trader on the US event-driven/special-situations desk, also required to cover European and other market hours as needed
• Supported the investment team in terms of information flow, trade ideas, and data requests (primarily using Bloomberg resources)
• Adequately managed risk levels through stress testing and option modeling in order to hedge both new positions and earnings exposure accordingly
• Developed a comprehensive understanding of the liquidity and microstructure of equity markets and have extensive experience using electronic/algorithmic execution tools

Orland Park, Illinois, US

• Developed consultative selling relationships through personal contact via telephone, mail, and appointments
• Increased portfolio profitability through deposits, loans, investments, and services according to monthly and quarterly goals
• Analyzed customer needs and promote appropriate products and services
• Identified external opportunities for new customers, including personal and professional contacts
• Worked evenings and weekends in order to grow the business portfolio through outbound events to bring in new customers
• Maintained call lists including customer information and future sales opportunities

New York, NY, US

• Actively looked for catalysts in stocks that would drive prices up or down
• Analyzed market maker quoting panels along with charting patterns to better predict breakouts or pullbacks
• Developed morning reports consisting of earnings releases, upgrades or downgrades, or other top news
• Entered breaking news into the firm’s electronic news system

Kalamazoo, MI, US

• Worked with students in small groups to help develop their financial skills
• Guided students through their classwork by demonstrating problem solving techniques
• Helped individual students prepare for exams in their required financial courses
• Provided assistance with exporting Bloomberg templates and other related financial information into Excel
• Heightened analytical skills for students through demonstrations and trading simulations

Chicago, Illinois, US

• Monitored risk levels such as delta pertaining to our current SPX option contracts
• Recorded multiple trades per day from the floor in order for them to be systematized to comply with CBOE’s COATS
• Delivered position reports to our 6 traders in the SPX trading pit
• Coordinated with various brokers in the pit and collected trade cards

• Utilized teamwork skills to prepare 5 baseball fields daily for youth games
• Trained a 7 member grounds crew how to create a safe playing surface for players
• Made stocking and purchasing decisions regarding needed field materials
• Received promotion to head groundskeeper after one summer
• Led an umpire team with the common goal of officiating a clean, fair game