The executive summary needs to be about analyzing the bank’s financials and reporting about what happened and why throughout 2015-2019. I listed the important topics that need to be talked about in the report in the ES notes. It needs to be one full page and use financial management principle wording within the report. There also needs to be a recommendation made for the bank. The one I was thinking of is: Increase C&I loan balance of $9.274 billion to $12.984 billion (40%) by Dec. 31, 2020 through broadening the market niche of cliental we focus on by opening up to high net worth public companies as well as private ones.
Here is all the information you will need to complete the report. I need all the important information listed from the ES notes & executive summary final merged together into a one-page summary. You can use the executive summary document I uploaded as a reference. The intro I have already written is a little long because the report is going to the Board of Directors, so you can shorten it however you see fit. the first bullet in the ES notes is also about the introduction to the bank.
I’ve also attached the bank’s annual report. You can use it as a reference guide if needed.
On page 3 of the “assessment of deliverables”, is a guide for grading. I highlighted the sections for the summary.
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