John Mclaughlin Email & Phone Number

Wayne, Pennsylvania, United States

Malvern, Pennsylvania, United States

-Consistently resolve complex issues and requests pertaining to trading on Margin and Money Wiring.-Assumed the role of explaining and onboarding clients for the Vanguard Cash Plus Account and the Vanguard Cash Deposit pilot products which amassed ~$10,000,000,000 in deposits at its height during my tenure.-Exhibited expertise of FDIC coverage for the new cash products due to clients concerns of the current state of the banking system and economy. -Progressed the expertise of other associates by facilitating training in equities topics resulting in representatives being able to deliver vital information to clients and allowing them to get exposure in the markets.

Malvern, Pennsylvania, United States

-Supported the Fixed Income desk while fielding client inquiries and trade requests during a rising interest rate environment while progressing my knowledge of the debt markets. -Regularly communicated fundamental information to clients for fixed income securities while specializing in the trading of Certificates of Deposits and United States Treasuries.-Topics of discussion comprised of coupon payments, duration, yield to maturity, credit rating, current market value, tax advantage and how purchasing or selling a debt security could impact a clients intended investment goals. -Executed on average 15 – 20 Certificate of Deposit and United States Treasury trades resulting in the desk generating a combined average of $90,000 – $130,000 in revenue per day.

Malvern, Pennsylvania, United States

-Engaged with 45 clients per day providing them with information in regard to Vanguard products while guiding them to make the most appropriate investment decisions based on their current as well as long-term financial goals.-Developed an expertise for Vanguard mutual funds and ETFs while being able to discuss high level finance topics about the products with clients.-Solidified working knowledge surrounding Individual, Traditional IRA, Roth IRA, Trust, UTMA/UGMA, and Education Savings Accounts (ESA) allowing me to assist clients with their investment decision making

Linwood, New Jersey, United States

Assisted my father in filing 2020 tax returns for 140+ clients to meet deadlines as well as extensions. Trained to thoroughly understand all aspects of tax returns on a federal, state, and local level. Constructed in total approximately 250+ tax returns for commercial clients as well as individuals and families. Finalized Capital Gains & Losses (1099-B), Dividends & Distributions (1099-DIV), Mortgage Interest Statements (1098-MIS), Interest Income (1099-INT), Social Security Benefit Statements (SSA-1099), Contributions, Wage & Tax Statements (W-2), and Distributions from Pensions, Annuities, & IRAS (1099-R) for said 140+ clients

Bachelor'S Degree, Finance, General

Business

Immersed myself in the Italian culture while taking summer classes in Rome.