Patrick Valle has been a licensed professional in the securities industry since 1997. He discovered Online Trading Academy in 2008, at the height of the financial crisis, while witnessing the devastating effects that a market downturn can have on clients’ portfolios. He invested in his “why” by registering for the full OTA curriculum, and ultimately became an Online Trading Academy Instructor.
He believes in the importance of having a detailed trading plan and is passionate about sharing his knowledge from his career in the investment and banking industries to help students understand that trading success comes from hard work, dedication, and discipline. He specializes in using options to enhance the performance of long-term portfolios by focusing on strategies that hedge or eliminate unwanted risk from the stock market.
Patrick and his wife love to travel, and trading gives them the freedom to work from anywhere in the world. He wants to inspire others to success in trading so they are able to realize their lifetime dreams as well.
- BS in Psychology & Business Administration, UCLA
- Equity Trading Risk Analyst, JB Oxford
- Nasdaq Market Maker & Block Trading Specialist, Wells Fargo Investments
- Trade Review Supervisor, WaMu Investments
- Series 4, 7, 24, 55, 63 Licenses (expired)
- Online Trading Academy graduate & Mastermind Community member
- Featured in television special and Smart Money article about students who had used OTA education to become professional traders
- Traders Expo Speaker
- Series 65 License (active)
What Students Are Saying
“The instructors here are exceptional. You can sense their passion for sharing. Patrick Valle is one of the most exceptional instructors/educators I've ever had in any learning environment.”
“Patrick Valle did a great job of explaining the course and really took his time explaining questions.”
“When students raised questions, Patrick Valle provided clear answers to the questions when the questions were on topic to the lecture; if a question was not on topic, he provided answers when the topic was raised. I learn of a lot relative to PAI from Patrick and look forward to taking Options with him.”
“The Proactive Investor class was great instruction for developing, growing, and managing a successful retirement package. Patrick Valle presented the course in a full and methodical manner and was very patient with answering our questions. ”
“Our instructor, Patrick Valle is very knowledgeable about pro active investing and teaches it in a very user friendly manner that takes complex material and explains it to where it's fun to learn.”
“Patrick was thorough and extremely patient in going through the course material and explaining a very complex asset class. He really took time to make sure we got our basics down which is essential is moving forward and trading well. Thanks :). ”