Jake Morse
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Jake Morse Email & Phone Number

Financial Management Analyst at Bank of America at Bank of America
Location: New York, New York, United States 5 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Bank of America
Role
Financial Management Analyst at Bank of America
Location
New York, New York, United States
Company size
250057 employees

Who is Jake Morse? Overview

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Quick answer

Jake Morse is listed as Financial Management Analyst at Bank of America at Bank of America, a company with 250057 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Jake Morse.

Jake Morse previously worked as CPM Analyst at Bank Of America and K201/204 Independent Tutor at Hoosier Tutor?. Jake Morse holds Finance Bsb, Finance, General from Indiana University Bloomington.

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Bank of America

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Profile bio

About Jake Morse

I am a recent graduate at the Kelley School of Business at Indiana University. I earned my Bachelor's of Science in Business in Finance with a co-major in International Business. My goal is to become an equity trader for a Wall Street firm or hedge fund when I am older. Becoming a trader will test my skills but the three main skills I'd like to show are my leadership, determination, and resourcefulness. Since I was young, I have always been a leader. Whether it be for a sports team, academic project, or just a task that needs to be done, you will always find me leading the pack. I take into account what everyone says and listen to their opinion. To be a true leader, I try to combine all ideas into a solid plan that satisfies the task at hand and make everyone feel included. When I set my mind to do a task, I do it. It doesn’t matter what the obstacle is, I pride myself in doing whatever it takes to be successful. Whether it be organizing an event or figure out how to make something that seems impossible possible, I don’t stop until I get it done. However, there is a difference between getting it done and getting it right, and I pride myself in getting it right.As stated above, there’s a difference between getting a task done and getting a task done right. I always need to get it done right. This is where being resourceful comes in. I can know nothing about the subject but still come out on top because I put in the effort of finding the correct information and what I need to get the task done right. With me, always expect that whatever you hand me to do, it will be done right to the best of my ability and checked thoroughly to make it better.

Current workplace

Jake Morse's current company

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Bank of America
Bank Of America
Financial Management Analyst at Bank of America
charlotte, north carolina, united states
Website
bankofamerica.com
Employees
250057
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5 roles

Jake Morse work experience

A career timeline built from the work history available for this profile.

Cpm Analyst

Current
Bank Of America

New York City Metropolitan Area

Counterparty Portfolio Management Analyst with a focus in collateral and funding valuation adjustment.

Jul 2024 - Present

K201/204 Independent Tutor

Hoosier Tutor?

Bloomington, Indiana, United States

  • Created tutoring business to teach fellow students how to use Microsoft Excel and Access and create spreadsheets/queries
  • Tutor seven clients on how to make pivot tables, graphs, Monte Carlo simulations, and complex formulas to solve problems
  • Provide insight on making queries with specific and complicated criteria to sort through complex data with filters
Mar 2021 - Aug 2024

Financial Management Summer Analyst Program

Bank Of America

Charlotte, North Carolina, United States

  • Performed forecasting analysis to assess future risk to and understand strengths and weaknesses of the Division
  • Prepared supplementary reports to assist closing the quarter and report financial results
  • Networked with executives and other employees to build strong, lasting relationships for the future
Jun 2023 - Aug 2023

Business Writing Case Competition

Evanston Technology Partners, Inc.

Bloomington, Indiana, United States

  • Generated implementation plan for Evanston Technology Partners to increase employee applications and site traffic
  • Researched projected costs and revenues of plan to maximize applications and revenues and keep costs low
  • Performed SolverTable analysis of costs and revenues while keeping budget in mind to provide desired outcome
Jan 2022 - May 2022

Caddie

Montammy Golf Club Inc

Alpine, New Jersey, United States

  • Mentored three new caddies to complete loops by themselves and communicate with golfers on the course
  • Utilized effective communication skills to help read putts on the green and relay useful information to golfers
  • Conversed with golfers when walking to learn about their jobs and advice to gain knowledge of professional careers
May 2021 - Aug 2021
Team & coworkers

Colleagues at Bank of America

Other employees you can reach at bankofamerica.com. View company contacts for 250057 employees →

IA Ibrahim Abu Sitta Ibrahim Abu Sitta Colleague at Bank Of AmericaTanta, Al Gharbiyah, Egypt, Egypt View → MS Mohd Saleem Mohd Saleem Colleague at Bank Of AmericaDelhi, India, India View → RM Rick Mcgraw Rick Mcgraw Colleague at Bank Of AmericaKansas City, Kansas, United States, United States View → LC Luke Cibelli Luke Cibelli Colleague at Bank Of AmericaNew York, New York, United States, United States View → AD Amanda De Souza Amanda De Souza Colleague at Bank Of AmericaRio De Janeiro, Rio De Janeiro, Brazil, Brazil View → LC Lynn C Nunez Lynn C Nunez Colleague at Bank Of AmericaPort Orchard, Washington, United States, United States View → MJ Mahesh Jayapal Mahesh Jayapal Colleague at Bank Of AmericaChennai, Tamil Nadu, India, India View → JA James Arnold, Ctp James Arnold, Ctp Colleague at Bank Of AmericaDenver Metropolitan Area, United States View → CE Carmeka Edwards Carmeka Edwards Colleague at Bank Of AmericaGarland, Texas, United States, United States View → IS Ishangee Sharma Ishangee Sharma Colleague at Bank Of AmericaGurugram, Haryana, India, India View →
2 education records

Jake Morse education

4.01/4.00

Northern Valley Regional High School At Demarest

Varsity Baseball - 1st Baseman: Learned hard work, time management, teamwork, and perseverance. Deca: Qualified for the State Level of.

FAQ

Frequently asked questions about Jake Morse

Quick answers generated from the profile data available on this page.

What company does Jake Morse work for?

Jake Morse works for Bank of America.

What is Jake Morse's role at Bank of America?

Jake Morse is listed as Financial Management Analyst at Bank of America at Bank of America.

Where is Jake Morse based?

Jake Morse is based in New York, New York, United States while working with Bank of America.

What companies has Jake Morse worked for?

Jake Morse has worked for Bank Of America, Hoosier Tutor?, Evanston Technology Partners, Inc., and Montammy Golf Club Inc.

Who are Jake Morse's colleagues at Bank of America?

Jake Morse's colleagues at Bank of America include Ibrahim Abu Sitta, Mohd Saleem, Rick Mcgraw, Luke Cibelli, and Amanda De Souza.

How can I contact Jake Morse?

You can use AeroLeads to view verified contact signals for Jake Morse at Bank of America, including work email, phone, and LinkedIn data when available.

What schools did Jake Morse attend?

Jake Morse holds Finance Bsb, Finance, General from Indiana University Bloomington.

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