Patrick E Mitchell
Financial Planner, Financial Analyst, and Business Coach in Palm Beach, Florida
Patrick E Mitchell
Financial Planner, Financial Analyst, and Business Coach in Palm Beach, Florida
Patrick received his Bachelors of Science in Bio-Health Sciences and began working as a manager at one of the largest 501c3 medical clinics in San Diego, California.
After 8 years working as a 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 that helped put Jamaican surfing on the map, as well as a real estate marketing company where Patrick has been involved in many real estate deals as a realtor, trained appraiser and investor.
Patrick was introduced to futures trading and investing from a friend and soon realized that the finance industry and capital markets was what he truly loved. Patrick went on to intern as a Financial Analyst at a CTA Managed Futures Fund, providing research, assisting the head trader and providing analysis. Patrick then progressed 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 Certified Financial Analyst Program at Florida Atlantic University, Patrick moved on to work with firms such as Morgan Stanley and Northwestern Mutual. Patrick is now finishing his Certified Financial Planner designation (CFP) with plans to sit for the Market Technicians Association’s, CMT Technical Analysis Charter designation.
Patrick loves business. Whether it is his launching of a new Venture Capital fund, working as a portfolio manager/financial consultant, trading/investing in the equity and futures markets, or helping people build personal wealth via his fee-only financial planning practice, Patrick is always engaged.