These examples are meant to compliment the video presentation of the webinar "The Must Avoid Mistakes in Financial Services Resumes" http://blog.ivyexec.com/2012/07/31/webinar-the-must-avoid-mistakes-in-financial-services-resumes/

1. Institutional Equity Sales Example
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3. !
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4. Risk Executive Example
F irst M . L astname
Risk M anagement E xecutive with substantial banking, rating agency and regulatory experience.
Strong analytical, interpersonal and leadership skills. Innovative and independent thinker.
E XPERI E NC E
M A J O R B A N K , I N C., New York, NY 1997 end date
Director, Risk O versight and Investments, 2003-present
Responsible for resolving risk issues across products, geographies and disciplines, including risk
coverage for Company . Oversee regulatory relationships with the OCC and
Federal Reserve, consulting regularly on the development and articulation of Company policy.
Enhanced Company reducing the number of
matters requiring attention from 210 in 2003 to under 100 in 2005
Developed the first comprehensive corporate governance policy for Company loan loss reserve,
bringing transparency to the process and garnering praise from external constituents. Serve as key
member of committee that determines quarterly loan loss reserve for the entire organization.
Managed comprehensive due diligence reviews on both domestic and overseas branch banking
institutions to determine risk/reward relationship relative to asset quality, systems integration, and
business synergies.
Led a team of 50+ officers for the full risk integration of KorAm Bank, including the
creation of a risk organization; institution of risk policies and procedures; systems
integration; institution of a debt rating model; and the execution of a rapid portfolio
review to assess asset quality and determine P-GAAP reserves.
Negotiated innovative brand covenants in the sale of the asset management organization
to Another Company and established an ongoing review process for them. Negotiated
transaction service agreements for orphaned overseas businesses.
Negotiated trade mark license agreement for operational, credit, and reputational risks
with a Chinese ATM network counterparty.
Spearheaded the creation of website of tools that supported the proprietary
M&A activity, improving due diligence and integration of acquisitions.
Director, Institutional Remedial M anagement, G lobal Wor kout Division, 2001-2003
Negotiated restructurings for bank syndicates. Worked with borrowers, counsels, investment bankers,
financial advisors and/or credit committees on deals including:
Enron maximized recovery efforts on non-DIP (outside bankruptcy) entities thru restructuring
Company Name maximized recovery from the estate based on a prepackaged deal with
Company X.
Name Airline maximized recovery efforts on non-filed entities by pursing enforcement action
in certain jurisdictions.
Major Airline negotiated an out-of-court settlement with borrower on issues that included
aircraft financing and deposit agreements associated with derivative transactions.
Company Name restructured facilities to ensure capture of all available collateral and to
incentivize client to seek alternative financing.
V ice President / Director, A udit and Risk Review, (promoted to Director in 1999), 1997-2001
Responsible for consistency of credit risk reviews for corporate finance. Led global credit risk reviews for
private bank, securitization and project finance.
Originated position of Global Credit Liaison for all business within the Global Corporate and
Investment Bank to improve consistency of audit and risk review processes.
Reengineered credit risk review methodology following the merger of Citibank and Travelers and
in conjunction with the consolidation of audit and loan review departments. Developed and

5. F irst L astname Page 2
implemented global guidelines and procedures for credit reviews throughout the combined
organization.
V ice President / Director, A udit and Risk Review, (continued)
Established first credit liaison position, advising Chief Auditor on major systemic credit issues.
Led global credit risk reviews for the private bank, securitization and project finance groups.
C O M P T R O L L E R O F T H E C U R R E N C Y (O C C), New York, NY 1991 1996
C redit E xaminer
Led domestic and international reviews, including Shared National Credits (SNCs), of legacy Citibank
and Chase Manhattan Bank.
Introduced
Member of review team responsible for emorandum of Understanding.
R A T I N GS A G E N C Y , New York, NY 1986 1990
Senior A nalyst, Public F inance
Performed extensive credit analysis on bond issues including general obligation, revenue
anticipation notes, tax anticipation notes, and special purpose taxes. Published rating opinion
reports at time of sale and as part of periodic reviews of the U.S. municipal fixed income market.
Issued and defended rating recommendations to senior management and the financial community.
Managed issuer expectations and engaged in constructive dialogue to understan
point of view and maintain ongoing working relationship.
B A N K O F SO M E T H I N G, New York, NY 1984 1986
Assistant V ice President, Public F inance
Provided credit and liquidity enhancement to bond issuers. Responsible for sourcing, executing
and maintaining deals. Deals required extensive internal and external negotiations as well as
documentation skills.
Sourced ten new clients and managed 15 existing relationships, producing over $2MM in
revenues annually.
L A R G E R E G I O N A L B A N K , Boston, MA 1979 1984
B ranch M anager and Loan O fficer
Marketed to and developed middle market relationships while managing a full-service branch
profit center with staff of 18.
Generated $50MM in new deposits, $10MM of new credit, and $5MM of new trust business.
EDUC A TI O N
B. A. Economics, College Name, Town, ST, 19XX
Public Finance Program, Ratings Agency, 19XX
Commercial Credit Program, Bank of New York, 19XX

6. Profile Examples
R ESU M E PR O F I L E E X A M P L ES
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7. Investment Banker and Private Equity Example
FIRST M. LASTNAME
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