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Patrick Valle Email & Phone Number
Investments Instructor
at
UCLA Extension
1 work email found
@tradingacademy.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investments Instructor
Location
Los Angeles, California, United States
Who is Patrick Valle? Overview
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Quick answer
Patrick Valle is listed as Investments Instructor at UCLA Extension, based in Los Angeles, California, United States. AeroLeads shows a work email signal at tradingacademy.com and a matched LinkedIn profile for Patrick Valle.
Patrick Valle previously worked as IRA Specialist at Allegiance Gold and Instructor at Online Trading Academy. Patrick Valle holds Bachelor Of Arts In Psychology With A Specialization In Business Administration from Ucla.
Company email context
Email format at UCLA Extension
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{first}@tradingacademy.com
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Profile bio
About Patrick Valle
Versatile financial services professional with several years of diversified industry experience. Strong background in many areas including trading, banking, brokerage operations, securities rules and regulations, and risk analysis. Excellent communication, analytical, and problem solving skills. Takes pride in achievement and delivers results well beyond expectations.Specialties:* Portfolio Management* Options Trading* Fixed Income* Risk Management* Retirement Specialist
Listed skills include Portfolio Management, Traders, Equities, Customer Service, and 17 others.
Current workplace
Patrick Valle's current company
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9 roles
Patrick Valle work experience
A career timeline built from the work history available for this profile.
Investments Instructor
Ira Specialist
Worked closely with both clients and internal staff members in facilitating the transfer of funds between custodians and preparing IRA documents for clients investing in physical precious metals. Assisted portfolio managers in selecting appropriate allocation of assets.
Instructor
Instructor specializing in teaching Options and Wealth Management courses in a classroom setting as well as using Zoom technology. Helped students evaluate how to properly diversify their own portfolios by using various tools and trading platforms
Jul 2018 - Dec 2023
Portfolio Manager
Valle Capital Management, Llc
Responsible for the management of various portfolios utilizing stocks, bonds, ETFs, and options to meet the investment needs of high-net-worth clients. Conducted regular reviews of client’s accounts to ensure suitable portfolio allocations, very income needs, and identify opportunities for additional investments.
Jun 2009 - Dec 2019
Trade Review Supervisor
Supervised trading activity of Equities (Stocks, ETFs, Options), Fixed Income, "Packaged Products" (Mutual Funds, UITs, 529 Plans, WRAP Accounts), Annuities (Fixed/Variable/Indexed), and Life Insurance. Trained new Financial Advisors & Regional Managers in the various investment products.Assisted Chase Investment Services in the integration of Wamu Investments.
Apr 2004 - Jun 2009
Senior Equity Trader
Proprietary Equity Trader, Block Trading Specialist, Series 55. Worked extensively with money managers in trading large equity positions.
Apr 2002 - May 2003
Head Trader
Interfirst Capital
Nasdaq Market Maker, Block Trading Specialist, Series 55. Responsible for the profitability of various proprietary trading accounts invested in stocks and options. Managed the risk of portfolios, by hedging the positions that were most exposed.
May 1999 - Apr 2002
Margin Clerk & Equity Trading Risk Analyst
Jb Oxford & Co.
Monitored margin/credit risk of "online trading" clients & made sure appropriate action was taken to resolve Reg-T & Margin Calls. Approved disbursements from client accounts and internal transfers of funds or securities.
Dec 1996 - May 1999
1 education record
Patrick Valle education
FAQ
Frequently asked questions about Patrick Valle
Quick answers generated from the profile data available on this page.
What company does Patrick Valle work for?
Patrick Valle works for UCLA Extension.
What is Patrick Valle's role at UCLA Extension?
Patrick Valle is listed as Investments Instructor at UCLA Extension.
What is Patrick Valle's email address?
AeroLeads has found 1 work email signal at @tradingacademy.com for Patrick Valle at UCLA Extension.
Where is Patrick Valle based?
Patrick Valle is based in Los Angeles, California, United States while working with UCLA Extension.
What companies has Patrick Valle worked for?
Patrick Valle has worked for Ucla Extension, Allegiance Gold, Online Trading Academy, Valle Capital Management, Llc, and Wamu Investments, Inc. & Chase Investment Services.
How can I contact Patrick Valle?
You can use AeroLeads to view verified contact signals for Patrick Valle at UCLA Extension, including work email, phone, and LinkedIn data when available.
What schools did Patrick Valle attend?
Patrick Valle holds Bachelor Of Arts In Psychology With A Specialization In Business Administration from Ucla.
What skills is Patrick Valle known for?
Patrick Valle is listed with skills including Portfolio Management, Traders, Equities, Customer Service, Risk Management, Fixed Income, Mutual Funds, and Asset Management.
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