Jeffrey J. Gustaveson
San Marcos, Ca 92078
Education 2000 – 2002 Golden Gate University San Francisco, Ca
Masters Degree in Finance (Graduate Certificate in Technical Analysis)
GPA 3.4
Courses; Technical Analysis, Trading Systems Development, Advanced Trading Strategies, Wyckoff Trading Methods, Investments, Portfolio Management, Financial Engineering, Venture Capital, Corporate Finance, International Capital Markets.
CMT Program – Chartered Market Technician Level 2 and Member of TSAA of San Francisco and the MTA
Experience
1991 – 1997 California Sate University, Chico Chico, Ca
Business Administration /Finance
GPA 3.1
Concentration in Financial Planning/Service
Jan 07 to Oct 2011 Quiksilver Capital, LLC Carlsbad, Ca
Founder / Head Trader / Systems Developer
• CTA and CPO structure for automated trading systems model
• Managing $15 Million for other Hedge Funds and Funds of Funds
• Portfolio of systems consists of short term and swing systems out to 5 days
• 12 months of performance with no losing months
• Dynamic adaptations to volatility and risk management on all positions
Jan 2004- Jan 2007 VTrader Group San Francisco, Ca
Managing Member / Head Trader
• Managed the business day to day with over 130 active traders nationwide
• Joint Back Office (JBO) held with Merrill Lynch and Goldman Sacks
• Pool of capital between firm and members was over $30M between two B/D
• Started and managed a futures IB for active futures traders and CTA
• Grew the overall business by 500% in 18 months with technology value added business model
June 2002 – Jan 2004 GreenTree Capital Markets, LLC San Francisco, Ca
Co-Founder / Head Trader
• Founded and Funded an upstairs screen trading operation
• Provide a trading floor for proprietary traders, with workstations and trading platforms for equities, options and futures. Stimulate a trading environment with a focus on free flowing ideas and observations.
• Provide private capital to retail/remote traders that need the extra Buying Power to execute their trading plans.
• Mentoring and continued education for all traders. Back testing of strategies and construction of trading plans.
Feb 2002 – June 2002 Worldco Financial Services San Francisco, Ca
Proprietary Trader
• Intra-day Trading- strategies include: classical chart analysis, candlestick analysis, sector rotation, short filtering, volume filtering, scalping, micro-trend trades, and opening order strategies.
• Tool Bag- Classical chart analysis, pattern trading, tape reading, Fibonacci clusters, breakouts and breakdown of dynamic patterns.
• Implement 3 M’s, Mental Discipline, Money Management, and Methodology –proven with a defined edge.
Feb 2000 – Jan 2002 Bright Trading San Francisco, Ca
Proprietary Trader
• Independent Trader trading personal capital in short term time frame.
• Same as above –Licenses 7, 55, 63.
• Traded a personnel options account to generate monthly income. Short Straddles, Strangles, Calendar spreads, and Vertical spreads.
April 1999 – Jan 2000 Independent Trader Huntington Beach, Ca
Equity/Option Trader
Developed the foundational skills needed to consistently take money out of the markets under a mentoring program provided by a retired floor trader. Acquired essential skills; stop losses, proper risk to reward ratios, money and risk management, control of emotions, and developed a defined trading edge.
Aug 1997-April 1999 Preferred Capital Tahoe City, Ca
Senior Account Manager
This position introduced the entire lease finance operation to a new college graduate. Duties included prospecting, credit work up, documentation, funding and portfolio management. I used a strong accounting background to submit a creditworthy transaction. We than structured the terms to work with the lessee’s cash flows and specific needs. Furthermore, I organized, implemented, and managed the 401K/Profit plan for 200 employees.