Jake Mclaughlin Email & Phone Number

New York

Led a team of 10 associates performing monthly and quarterly financial planning and analysis functionsDelivered quarterly Balance Sheet and NII baseline forecasts; served as starting point for CCAR submissionPrepared Quarter end Investor Relations reports, creating transparency and trust with investorsChampioned role as Line of Business support Manager – Institutional Sales and COO organizationsInitiated Daily Balance Sheet reporting for Bank America Merrill LynchServed as Line of Business support Manager for Commercial Paper, Futures, & MunicipalsDelivered thorough and accurate Revenue & Expense analysis for senior leadership Managed four core lines of business, daily sales and assets under management reportingServed as Sales Reporting Manager for Bank of America Capital Management

New York

Served as Syndicate Manager for Corporate & High Yield Bonds, Municipals, Preferred & Auction Market Stock, Long Term Money Markets, and Emerging Markets Assisted and implemented access database for all syndicate products globally resulting in increased transparencyManaged Preferred & Auction Market Preferred’s, and Commercial PaperAnalyzed in detail all major revenue and expense lines of the consolidated P&L and prepare various reports for senior and executive management