CV - for James Goulding
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Computer Skills: Current > Service-Now, Citrix, Airwatch, Apple VPP & DPP, Office, Google Suite, Trello.
Past
3 yrs: Salesforce,
InContact, Macro-Expert, Office, MaaS360, JAMF Adobe Sign & Pro DC ,
Professional
Experience
Rush University Medical Center, West Zone Field Tech Team Lead
-Manage field service technicians for 9 buildings, Chicago Campuus
Window Works, Inc,
IT & Project Manager, Feb 2016 - Jan 2019, Bolingbrook, IL.
Automation cost savings
-Implemented Mobile Device Management: 165+ devices. Lost/stolen devices down from 20% to 3%. All sales rep documentation and updates uniformed. Auto-locking device upon termination stopped theft of proprietary sales tools and device. Uniformity of devices accelerated training time.
-Created & implemented hiring process which shortened onboarding from 2 days to 30 minutes.
-Created & implemented electronic measure process that combined Salesforce and iPads which Increased cash flow by bringing the avg number of outstanding measures down from 400 a month to 100.
-Created & implemented installation inspection process, embedded in Salesforce, that decreased complaints significantly.
-Project Manager: InContact software cloud solution for inbound,outbound, and service call centers at 2 locations.
Transformation from print to digital
Project Manager: Paperless program for sales reps that moved sales papers to iPads with straight-through processing to Salesforce. Eliminating of 6,000 pieces of paper a month.
Electronic document system for all legal documents for onboarding and mobile devices that stopped potential lawsuits and complaints by ex-employees to the labor board. And, centralized all employee legal documentation in a collaborative environment.
Project Manager: Scanning process for physical paper produced by sales reps which eliminated 20,000 pieces of paper, monthly, being passed between 2 locations, 3 departments and 20 employees.
Daily Tasks
Managed entire software and hardware life-cycle for 150+ employees at 4 company locations, including 143 computers, 125 desks, 128 phones, 90 credit card swipers, Salesforce, InContact, Improveit360, IBM Maas360, email, Verizon, & Comcast. Liaison for 30+ vendors.
Pegasys Trading Software
Director of Quality Assurance, Jan 2015 - Feb 2016, Oakbrook Terrace, IL.
Data & records managed. Assisted setting up routers at server farm.
Provided desktop help for OSx and MSx. Created user manuals, videos,
presentations, & website for company's proprietary trading software.
Presented to large groups. Tested in alpha and beta. Worked directly with
investors. Reported to CEO
Bell Trading, LLC, Head Trading Manager, 08/2009 - 02/2010, Chicago, IL.
Focused on pairs trading & return to the mean. Heavy focus on cross country futures index trading. Also, IR futures (CME and Eurex) & STIRS (Eurodollar, Sterling, and Libor) .
HTG-Capital Partners, LLC, Trading / Risk Manager, 12/2003 - 08/2009, Chicago, IL.
Focus on fixed income (FI) cash and futures products on the following trading exchanges, BTEC, ESPEED, CME, NYMEX & EUREX. Heavy focus: 10-yr cash outright trading with trades lasting 5-30 minutes & scalping metals, ags, & energies. Spread trading across the curve and FI vs. ED, 20 min to 3hr time frame. Developed and implement tools for traders. Coached & risk managed traders on a daily basis. Further explanation of duties can be found here
Futures Broker, White Eagle Trading, Inc. (Member, Board of
Trade)
Executed orders on ACE, Eurex and CME's electronic platform from the Ten-Year-Note pit at CBOT. Executed open-out-cry in all pits on the financial floor of CBOT.
Independent
Futures Trader, James A. Goulding, Inc. (Member,
Board of Trade)
Traded index, 10 & 30yr., futures with a focus on short-term -profits through Trade Station. Implemented 72 trading systems for Bond and S&P futures. Extensive experience with electronic trading platforms.
Independent
Broker,
James A. Goulding, Inc (Member,
Board of Trade)
Executed 30-year bond futures, in the trading pit.
Combining, evaluating, and reasoning with information and data to make decisions and solve problems. These processes involve making decisions about the relative importance of information and choosing the best solution.
Identifying underlying principles, reasons, or facts by breaking down information or data into separate parts. Compiling, coding, categorizing, calculating, tabulating, auditing, verifying, or processing information or data.
Knowledge of principles and processes involved in business and organizational planning, coordination, and execution. This includes strategic planning, resource allocation, manpower modeling, leadership techniques, and production methods Evaluating information against a set of standards and verifying that it is correct.
Registered NASDAQ Series 7
Member,
Chicago Board of Trade
Certified
Professional Behavior Analyst, TTI Performance Systems
Registered
Floor Broker, National Futures Association
Member
I.D. #1057482, NASDAQ-Registered Series 3 (exp. 1998)
Muscular
Dystrophy Association (MDA)
Received
3 awards from MDA for fund raising accomplishments
By
personally visiting and discussing MDA issues with potential donors, I raised
over $80,000 for MDA over a 3-year period.
Kick
Drugs out of America (KDA) (A Chuck Norris Foundation)
Received
award from KDA for raising $5000 in 1995
Degerberg
Martial Arts (DMA)
Received
award for outstanding support in raising money for the school and contributing
my time at DBA Martial Art Exhibitions.
Mentors
Action Network (MAN)
Recognition
in 1999 for outstanding work in donating my time and money to MAN.
Asked
to sit on the Board of Directors of MAN in January 1999. I accepted and sat for
one-year in the role of Secretary.
Western
Golf Association
Recognition
for monetary contributions made between 1995 and 1999 to the Evans Scholarship
Foundation.
Willing to Travel/Relocate * Excellent References Provided upon Request
2003-Present
Wrote, back tested, optimized, regression tested, and traded numerous trading systems.
Introduced Tickdata, which has full library of historical data on all commodities since inception. Library is fully compatible with Quant Studio, Trade Station, Excel, CQG, and accessible to any API. Library can be accessed from any computer on the proper network. Furthermore, Tick data is compatible with any software that accepts ASCII data.
Created regression testing capability
Created decision making progress for accepting and rejecting trading systems
Explored
Quant Studio, Eccoware, Trade Station, Trading Technologies, Excel, Bloomberg and Crucible.
Tested
many of the software platforms listed above and documented all of the tests.
Through the tests the clearing member firm was able to determine what software
was integrate-able with current hardware and software systems. By determining
what was the best fit for clearing member firm’s current software and
hardware, they were able to move forward with implementation of several trading
strategies.
Extensive research on trading software through web searches.
Developed
and designed numerous trading strategies. Two are currently being traded
manually with plans to implement fully automated. Strategies have been tested
and optimized on two other markets and are waiting for implementation either
manually or automated.
Developed and implemented trading tools for traders that included:
Excel based
Money management systems for spreaders and outright traders, both in cash and futures.
P&L tracking system for evaluating how traders trade on economic number releases.
Live real-time market data for tracking
DV01s for cash, futures, and spreads
basis
basis net of carry
carry
hedge ratios for futures to futures, cash to futures, cash to cash
duration for cash and futures
fed fund forwards
yield shift forwards
implieds for outrights' and basis
all yield curve spreads including flys
· Trading systems
o Black and gray box systems developed. (Not stat-arb)
o Plain vanilla trades created for traders to execute. Spreading between markets etc.
· Morning email (http://www.jamesgoulding.com/me2009.htm )
o Approx., 10 emails go out every morning delivered via the web, and email systems.
o The data provided within the emails are
· Databases
o https://www.jamesgoulding.com/researchhistoricaldata.htm
o http://www.jamesgoulding.com/excelworkbooks.htm
o designed these dbases for traders so they can access information easily
§ gathered all the documents that are in the dbase (1,000+)
§ built, cataloged, organized, and manage the dbase via the web
Coached Traders on a Daily Basis
My largest responsibilities were to coach the traders on the company's trading floor. This included training them from day-one which encompassed:
writing the syllabus for teaching about the markets
seeing new traders through the Series 7 exam
coaching traders on a daily basis through the ups and downs of trading
being directly responsible for their profitability, which means
minimizing their first year losses
controlling their money management
writing monthly assessments
reporting to upper management weekly and monthly on traders' progress
Assisted Head of Treasury Arbitrage
Duties included
money managing traders
giving market opinions
developing new trades for traders
directly overseeing a group of first year traders
creating tools for traders
sending timely electronic information to traders throughout the day
many other day-to-day duties that go along with running a trading operation
Jim, You have helped me become a better trader by helping me keep things in perspective. You have educated me on technical analysis, using swaps as indicators, and money management. You have taught me how to look at the big picture instead of getting caught up in the moment. You have given me different types of trades and ideas to key on, allowing me to search for one that would work. My main problem is "mental tennis" as you know, and through your help I am taking the steps to eliminate this from my trading to becoming a successful trader.
Steve Manning [06/28/2007]
Jim - You've been extremely helpful in a lot of ways. From a coaching standpoint, you've helped me clearly and continually define good and bad trading habits. Your P&L management guidance has helped me progress consistently without blowing up for over a year. And your daily market analysis/info. has helped me make sound trading decisions. Thanks a lot for your help in the past, and thanks in advance for the future guidance. Let me know if you need me to expand on any of my points. Thanks again -
Matt Ward [06/28/2007]
Jim, Today I changed my TED from a Dec 06 Eurodollar to a March 07. It was a huge difference and aid in my trade. Thank you again for suggesting this and explaining why Dec is such a strange instrument to trade. I noticed a very significant difference in the flow and mechanics of extending the TED another 3-months.Have a nice weekend,
Sam
Jim, Just wanted to say nice job on the morning email- I find it very helpful. I may have some ideas on content, but this is more than a great start. I watch most of this stuff on my own, but I find it a good source to double check my numbers. I also like to see what the guys in Chi. are looking at. It definitely helps keep me connected. Thanks for putting this together,
John Harmon
Jim, I have definitely been helped by some of your strategies. In particular, the m.a./macd/detrend system has worked very nicely and given me a sense of guidance in the market. Considering I have little knowledge of trading strategies this has helped put a certain level of control into my daily game plan. Besides that, it also helps substantially when you provide us with long term trend analysis with your weekly/daily candlestick analysis.
Robert B. Skipwith
Hi Jim-I have definitely profited and learned from the new trading strategies. While I am still developing confidence in the trade, I am noticing that significant profit can be made when the signals are all aligned. Thank you!!!
*jim I pulled 1full tic on 8 futures. I wish I would have held on to it longer.
Jay Kurup
Jim: I have absolutely benefited from your mentoring and from the strategies you have shown me. I will give an example of a specific strategy and then will discuss general trading concepts you have been ingraining in me which have helped me to implement the strategy.
Specific strategy: --MACD /detrend 5-minute chart -- to identify trend and to determine the trade entry point.
I have done multiple successful trades over the past week (including three so far this morning) using MACD/detrend. A successful trade could mean a profitable trade--OR--a trade in which I limit my loss in a disciplined manner when I was wrong. When my decision to enter the trade has proved correct, I have profited by about 2 full ticks on average. When my decision has proved incorrect, using the MACD "crossover" allowed me to trigger my exit/stop loss.
You have shown me other strategies which I am still working to master and utilize (e.g., stochastic). As I learn each strategy I will use them to complement one another in my decision-making process.
Concepts: --Risk /Reward. Prior to entering a trade, identify how much I am willing to risk to obtain my profit. (e.g., If looking for two or three ticks, don't risk more than two ticks.) Further, adjust Risk-Reward ratio according to current liquidity and volatility in market.--Discipline and consistency. Identify systems that work and adhere to the systems' trading rules (e.g., MACD /detrend system). Don't trade unless I know WHY I am doing the trade and have a planned entry and exit point (including stop loss point). If I don't see a trade, stay out of the market temporarily.--Money management. When up money later in the trading day, enforce tighter controls on stop loss levels to preserve profits already made. This helps to establish CONFIDENCE and consecutive winning days.
The above points are just a few examples of the beneficial help you give me in my trading and learning process. Thank you!
Maureen Costello
Jim: The strategies you've shown me have been extremely helpful, especially the DiNapoli. Please continue to recommend additional books/trading strategies going forward. Thanks Again,
Brett C. Novey
just a note to say thanks for introducing me to the macd and dtrend charting techniques. so far it has allowed me to get into trades from a scalping standpoint when the spread is static. I see myself developing this trade to become a normal part of my daily trading regiment.
Paul Leland
Hey Jim, Just wanted to let you know that I have been trading the tripletrend system and the MACD system for a couple of weeks and I gotta tell you they work pretty well. The MACD one is pretty good because it gives you a few more trades. The triple trend is not bad either, today it worked to the tee. I sold 100-202 and was supposed to hold them a little longer than I did. I made a + on the 4 million but the trade actually went 2+ tics in my favor. The mistake was mine for reading the chart wrong. Oh well Live and Learn right ?
The MACD had I trusted my charts would have made me some good money as well. I sold 100-162, 100-166, 100-17 and 100-174 all 1 million for a total of 4. I got out at 16+ but should have held them to 16 and 100-156. Again I took the profits to quickly. I will learn to maximize though.
Trying some different things on the triple trend to where I can use it to scalp trades a bit more for entry and exit points. Still testing it out. Thanks or showing me how to set it up and use it..
Will keep a track of how the trades develop and let you know how they work. Thanks again Jim,
Rocky
Testimonials
(from past coaching clients)
Having
Jimmy on the team is a valuable resource. His ideas, insight and honesty are
motivating and positive."
-Brian
McAlpin
-President
-McAlpin
Group Media Arts
After
working with Jim for just 4 months, I not only reached my initial goal which
amazed me, but gained some great tools for establishing and attacking new goals
in the future. I felt overwhelmed at the start and now feel very energized and
clear-headed about the direction I'm going in.
-Joan
McAlpin
Jim
helped me see how I interact with people. I learned how better to deal with
people in general. My interactions with people became more positive. I was able
to deal with my superiors at work in a more positive light. Jim helped me hone
my perceptions on people's personality types.
-Pamela Adams
Jim
is definitely a gifted coach. Through computerized assessments, he helped me
learn more about myself and the way I needed to trade. I really appreciated the
extra time he spent with me via emails and telephone. He's first class all the
way!
-David
Alan Smith, CTA
Jim,
Just
a note of appreciation on your coaching I have received. It has given me a
better outlook not only with my original goal, (trading as a full time career), but
also in my day to day business operations and personal life. It has been a
pleasure to work with some one so knowledgeable and straightforward. Thanks
again and keep up the excellent work.
-Michael
B. Collingwood President / M.C. Mechanical Contracting Inc.
Jim
has enough knowledge in running a business to know which rocks to turn over to
get the information I need. One recent recommendation Jim made, is helping me
and my employees get through a difficult transition by giving us a common
denominator as a resource. It allows us to relate to each other while we are
going through this transition.
-Dave
Martin / Owner Russell Martin Carpets
Jim’s
coaching has brought me allot of benefit. He helps me to focus on direction and
isolating issues in my business. Plus his feedback has been very beneficial.
-Dennis
Synal / Owner, jds-group inc. (CRM Solutions Provider.)
Accomplishments: 2010 - 2013
CCNA Certification, 2012
DePaul University :
Dean's list 2011 & 2012.
Todd Lammle courses and CCNA Boot Camp, June 15 - Aug 15, 2012
Stay current on the markets through Google reader, where I have 20 different financial blogs and source feeds.
Searching for a job. I'm listed on 51 different job boards but use three main boards as my base. They feed me the data I customized and send it to my Google reader and email inbox.
Built a Kindle store on Amazon and 'Kindled' 3/5 of my books.
Built a Blurb store on Blurb.com where you can order 3/5 of my books (one more is in the works).
Wrote articles, http://www.examiner.com/day-trading-in-chicago/james-goulding.
Built a new research page that covers stories that are current to the day: http://www.jamesgoulding.com/gr.htm.
Redesigned my web site to offer my books for sale on Blurb and Kindle. Click here for an example.
Created a new blog called Mean is Out, about the new generation entering the work force, The Millennials.
Reviewed Neil Howe's new book, The Millennials in the Workforce (scroll down) at Neil's request.
CCNA achieved August 2012
Todd Lammle courses and CCNA Boot Camp, June 15 - Aug 15, 2012
Attended DePaul University 2011/2012 to work towards
Certified C# Intermediate programmer
FINRA Certified Series 7
My old trading headquarters circa 2004 - 2009