Jake Gottlieb

Jake Gottlieb Email and Phone Number

VP, Director Of Finance @ Colt Refining, Inc.
Boston, MA, US
Jake Gottlieb's Location
Greater Boston, United States
Jake Gottlieb's Contact Details

Jake Gottlieb personal email

n/a

Jake Gottlieb phone numbers

About Jake Gottlieb

Jake Gottlieb is a VP, Director Of Finance at Colt Refining, Inc.. He possess expertise in microsoft excel, teamwork, spanish, powerpoint, time management and 31 more skills. He is proficient in Italian and Spanish.

Jake Gottlieb's Current Company Details
Colt Refining, Inc.

Colt Refining, Inc.

View
VP, Director Of Finance
Boston, MA, US
Website:
coltrefining.com
Jake Gottlieb Work Experience Details
  • Colt Refining, Inc.
    Vp, Director Of Finance
    Colt Refining, Inc.
    Boston, Ma, Us
  • Colt Refining, Inc.
    Vp, Director Of Finance
    Colt Refining, Inc. Oct 2023 - Present
    Merrimack, Nh
  • Colt Refining, Inc.
    Commodity Sales And Trading
    Colt Refining, Inc. Feb 2019 - Oct 2023
    Merrimack, New Hampshire
  • Colt Refining, Inc.
    Metals Finance
    Colt Refining, Inc. Sep 2018 - Feb 2019
    Merrimack, New Hampshire
  • Brookline Bank
    Senior Credit Analyst
    Brookline Bank Oct 2017 - Aug 2018
    Greater Boston Area
  • Commerce Bank & Trust Company
    Credit Analyst
    Commerce Bank & Trust Company Mar 2016 - Oct 2017
    Worcester, Ma
    • Responsible for the credit risk due diligence process and formal underwriting of Commercial and Industrial loans between $500,000 - $20,000,000 for presentation to the Executive Loan Committee.• Underwrote 60+ C&I deals and 100+ aircraft deals with combined exposure of more than $200 Million. • Accountable for the testing of financial covenants, ensuring necessary documentation is in Bank possession, and reporting of default scenarios to Loan Officers. • Worked closely with Loan Officers and Senior Management to perfect in-depth credit analysis. • Completed formal commercial bank training program on capital structure and credit analysis. • Analyzed and spread financial statements and tax returns; ordered and tracked appraisals. • Became proficient in various forms of debt structure including working capital facilities, term loans, commercial real estate mortgages, construction loans, syndicates, and leveraged buyouts.• Completed formal commercial lending training program.
  • Massmutual Financial Group
    Finance Intern
    Massmutual Financial Group May 2015 - Aug 2015
    Bedford, New Hampshire
    • Responsible for gathering and presenting to senior executives the information needed to build financial plans around insurance, wealth management, and trust services.• Built excel models to graphically illustrate and summarize various financial metrics as needed for presenting to clients, including cash flow and forecasting models.• Regularly assisted senior agents during meetings both with current, and prospective clients.• Assisted CEO and senior management with special tasks and projects in a $20 Million office.
  • Weird Spirits Llc
    Marketing/Project Management Intern
    Weird Spirits Llc May 2015 - Aug 2015
    New Hampshire
    • Built a comprehensive marketing strategy for the company. Specific activities included: conducting due diligence on compliance requirements enforced by the New Hampshire State Liquor Commission, go-to-market strategy analysis, and presentation design. • Plan was presented to commission by company owners and approved by State Liquor Commission.• Managed process of developing new sales channels and supplier relationships. Activities included everything from budgeting and financial analysis to sales calls and supplier onboarding.
  • Camp Laurelwood
    Division Head
    Camp Laurelwood Jun 2014 - Aug 2014
    Madison, Connecticut
    • Responsible for the safety of 50 campers; managed 10 staff members.• Held weekly staff meetings to ensure quality of programming and address staff concerns.• Actively managed counselors’ weekly schedules and ensured program continuity.• On call 24 hours to manage emergencies and mitigate any issues. Reported directly to Camp Director.
  • Colt Refining And Recycling Inc.
    Assistant Production Manager
    Colt Refining And Recycling Inc. Jun 2010 - May 2014
    • Managed team of 4 individuals that produced high-grade metals inventory valued at over $25 million. Critical responsibilities included maintaining focus on procedures and quality assurance, while always keeping an eye on staying under budget.• Responsible for optimizing production scheduling regarding both labor and equipment to ensure that we met all efficiency benchmarks.• Built various financial models used to monitor and report production statistics, and presented them to management weekly. • Assisted finance team in reviewing performance metrics, and provided recommendations for improvements.
  • Silver Sands Beach And Tennis Club
    Cabana Attendant
    Silver Sands Beach And Tennis Club Jun 2008 - Aug 2009
    East Haven, Ct
    • Prepared cabanas based on client request and performed daily maintenance. • Focused on improving customer experience with exceptional customer service.• Provided concierge services and utilized discretion for guest requests.• Played key roll in customer experience and learned valuable customer service skills.

Jake Gottlieb Skills

Microsoft Excel Teamwork Spanish Powerpoint Time Management Microsoft Word Finance Social Media Marketing Financial Modeling Event Planning Statistical Data Analysis Financial Accounting Economics People Skills Data Processing Problem Solving Graphing Organization Skills Underwriting Microsoft Powerpoint Fraud Investigations Financial Statement Analysis Financial Analysis Commercial Banking Credit Analysis Moody's Analytics Costar Baker Hill Analytics Credit Risk Commercial Real Estate Leadership Fund Accounting Commercial Lending Asset Based Lending C&i Lending Portfolio Management

Jake Gottlieb Education Details

Frequently Asked Questions about Jake Gottlieb

What company does Jake Gottlieb work for?

Jake Gottlieb works for Colt Refining, Inc.

What is Jake Gottlieb's role at the current company?

Jake Gottlieb's current role is VP, Director Of Finance.

What is Jake Gottlieb's email address?

Jake Gottlieb's email address is jg****@****ing.com

What is Jake Gottlieb's direct phone number?

Jake Gottlieb's direct phone number is +150879*****

What schools did Jake Gottlieb attend?

Jake Gottlieb attended Elon University - Martha And Spencer Love School Of Business, Semester At Sea, University Of Massachusetts Lowell, Hamden Hall Country Day School.

What skills is Jake Gottlieb known for?

Jake Gottlieb has skills like Microsoft Excel, Teamwork, Spanish, Powerpoint, Time Management, Microsoft Word, Finance, Social Media Marketing, Financial Modeling, Event Planning, Statistical Data Analysis, Financial Accounting.

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