Jack Craig Email & Phone Number

Boulder, CO, US

Boulder, Colorado, United States

• A small investment firm with over $50m AUM with a portfolio comprising various private equity, real asset, venture capital, stock market investments, as well as non-profit management.
• Oversaw operations such as portfolio management, investment analysis, financial modeling, donations/distributions/capital calls, and investment correspondence
• Organized a portfolio of over 20 various investments, maintaining comprehensive and up-to-date information for the entire portfolio
• Documented and maintained all financial statements, tax forms, legal agreements, and firm information
• Researched new investment opportunities, working with compliance and fund partners to ensure growth, strategic diversification, andalignment with investment strategy

• An operational software solution designed for small-to-medium-size medical distributors to streamline inventory management, sales, logistics, and product acquisition, enabling verticality and efficiency to scale.
• Doubled the size of the company over six months through hiring, finance, and operations management
• Utilized lean and agile methodology during project management and product development
• Directed product development for payment processing, order management, and accounting software features
• Collaborated with multiple departments to create marketing strategy, pitches, and sales plans
• Created company and departmental budgets and worked with departments to develop and maintain KPIs

Los Angeles

• Created and managed the finance department, managing a budget of $10m in working capital to leverage $25m in company sales
• Helped to secure over $10m in investment and an additional $11m in financing for large international trade agreements from private investors and banking institutions
• Achieved over $1m in personal sales to multiple accounts
• Responsible for all finance operations such as accounting, AR/AP, taxes, and FP&A
• Managed operations and implemented processes to ensure orders were processed efficiently and properly

La Jolla

• As Co-founder and COO of ionboard, I have experience with product development, managing team members, supply chain and fulfillment logistics, marketing, accounting, and sales.
• Managed and directed six team members
• Developed and executed product design, marketing, manufacturing, and sales plans
• Helped to launch a successful Kickstarter campaign funding 570% of our goal
• Experienced with legal processes and documentation, as well as managerial/financial accounting
• Oversaw electrical design and maintenance of product circuitry

Steamboat Springs

I was tasked with logging and organizing the storage of samples and hazardous chemicals, as well as disposal of chemical samples.

Steamboat Springs, Colorado

• Created 3D models of sensor housings, components, and machines with Inventor, SolidWorks, and AutoCAD
• Experienced with laser-cut + 3D prototyping
• Gained knowledge of electrical component design and manufacturing

Steamboat Springs, Colorado

• Analyzed client investments to categorize returns and assist in client retention
• Organized trade books and reviewed and published financial statements for investors
• Wrote detailed summaries on SEC compliance regulations and helped verify the business follows regulations
• Updated corporate IT infrastructure such as finding new security systems and helping to prevent unauthorized access of the corporate website to help ensure SEC compliance

Steamboat Springs, Colorado

• Became proficient using AutoCAD and other drafting programs such as Bluebeam and SketchUp
• Learned to calculate loads on various types of structural configurations
• Drafted blueprints of essential structural components of a building with industry-standard formatting
• Experienced construction and engineering process
• Completed intern capstone project by designing a custom home complete with exterior renders and full engineering blueprints, load calculations, and member specifications