Jonathan Stirling Email & Phone Number

Denver, Colorado, United States

At Westwind Capital, we champion independent and autonomous thinking. Our firm's culture is characterized by significant employee co-investment in our investment strategies and a long history of team continuity. These attributes coupled with an unwavering investment philosophy are an excellent alternative to traditional Wall Street managers.

Greater Denver Area

Helping clients meet their financial goals with planning for retirement.I assist our clients with business and personal planning covering:401k plans, key person buy/sell agreements, IRA's, Life, Health, Long Term Care, Annuities, Financial Planning and Analysis.

Greater Chicago Area

Responsible for creating new trade strategies (S&P Futures) and maintaining appropriate risk parameters. This includes managing daily trades, and evaluating simulated trades, to determine which are placed into production.Maintain daily audit controls and reports with our clearing firm, Advantage Futures, and The CME.Evaluate daily trade logs to ensure proprietary algorithms are adjusting with market conditions and performing at capacity.Identified & removed opportunities for risk by 3%, resulting in gains of 10% overall.Primary point of contact for vendor selection and ongoing relationships, which demands regular collaboration.Able to edit and update Java coding in order to troubleshoot and correct code development/integrity.Develop budgets, forecasts, and strategic plans.

Greater Chicago Area

Traded futures, currencies, stocks, and fixed income products.Personally responsible for clearing nearly 10MM annual net revenue from my trade desk.Trading platforms included: The CME, CBOT, Govex, and BrokerTec.Collaborate directly with programming & IT teams where we reduced latency and increased trade profitability.

Palm Desert, California

Increased play and golf revenue through multiple strategic marketing campaigns with local hotels.Developed email database and advertising campaigns to increase outside play from non members.Wrote ad campaigns for local newspapers and billboard ads.Ran day-to-day golf shop operations and provided golf instruction.

Carmel, Ca

Managed, hired, and trained 30 employees in the golf shop and Outside Services operations.Responsible for the coordination of more than 20,000 annual public and member tournament rounds.Merchandise buyer for golf shop ($500,000 inventory) Increased margins by 8%. Appointed NCGA Chairman where member base exceeded 2,000 professionals and responsibilities included: member on-boarding, accounts payable, and accounts receivable

Palm Desert, Ca

Assisted with inventory control system.Assisted with merchandise buying plan.Helped with the set up for the Faldo Golf Institute

Oakland Hills, Mi

Merchandise and inventory control.Set-up and take down of over 30,000 sq ft of merchandise space.Merchandise and inventory control of over 50,000 different products.

Potomac, Md

Coordination of member and corporate golf outings.Managed merchandise tent for FBR Capitol OpenInstructor for golf camps and clinics