Quantum 1:1 Mentorship

Description

Hi, my name is Phil, I am currently working full-time in the Private Equity space for a publicly-traded company. I graduated with a Bachelor’s in Physics and Master’s in Accounting & Taxation. I have been trading for about 9-10 years and trade and invest mainly in tech and financial sectors.

I have a wide variety of strategies to generate alpha, and together we can find something that works for you. You can use our time to go over anything including breaking down financials, listening in to calls of your favorite stocks, going over your portfolio, and even managing your risk. If you have a specific topic you’d like to discuss consult me first and then we can move forward.

Topics I can cover:

1. Fundamental Analysis
   • Financial Statements
     • A huge skill set of mine due to accounting and the nature of my job.
2. Management
   • Portfolio Structuring
   • Position & Cash Management
   • Risk Management