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Sample Banker Resume
Summary
Over 20 years experience and demonstrated success in sales and finance, including credit and securities based transactions.
Experience
David Lerner Associates Inc. Darien, CT 2008 - Present
Investment Counselor
Series 7, Series 63, NYS Life Insurance Certificates. Registered NY, CT, FL. Generated new clients; produced sales generating new assets under management of $1.5 million. Successfully completed continuing education requirements in Advising Senior Investors, Suitability and Risk Disclosure, Fixed Income Concepts and Anti-Money Laundering 2.9 Retail.
Fortunoff, White Plains, New York 2007 - 2008
Furniture Sales Associate
Sold over $1 million of furniture, including period during which the company was operating under Chapter 11 bankruptcy, eclipsed sales of several associates who had years of prior service in the department.
Telecapital Solutions, Inc. New York 2001 - 2007
Principal
Developed new business for consulting service resulting in successfully raising new $30 million equity; negotiated changes in loan agreement, resulting in annual multi-million dollar savings; advised against shipping goods to client (which ultimately filed for bankruptcy); acted as senior credit advisor for boutique investment bank.
Lucent Technologies Inc. Murray Hill, NJ 1998 - 2001
Managing Director, Treasury - Department Head of North America Customer Finance
Received Lucent Achievement Award for 1998, 1999, and 2000 granted by President of Global Sales to individuals personally responsible for outstanding sales achievement. Financed primarily non-investment grade telecommunications and data companies. Assumed the duties of the Assistant Treasurer of Global Customer Finance in his absence.
New York, NY 1995 - 1997
Consultant
Generated new business for consultancy. Established sales and marketing plan, lending and credit protocols for a regional bank venturing into a new lending program. Advised consortia of several small, family owned local exchange carriers regarding US government auction of wireless telecommunications licenses.
Cibc Oppenheimer New York, NY 1991 to 1995
Vice President
Generated new business and increased loan portfolio from $500 million to $1.6 billion in the first year of operation of new department.
Chemical Banking Corporation, New York, NY 1989 - 1991
Vice President - Area Manager, Credit and Loan Services
Structured, negotiated and closed financings. Managed and monitored $4.4 billion loan portfolio, approved credit recommendations with senior credit level authority. Restructured debt facilities ($860 million) of two failing companies, negotiated with Resolution Trust to avoid bankruptcy.
District Manager Private Clients 1986 - 1989
Vice President
Generated new business, increasing deal flow from $20 million to $800 million. Originated, structured, negotiated and syndicated largest transaction ever agented by MMB. Was the bank's highest revenue contributor and as a result, elected the first woman Vice President in the World Corporate Banking Division.
Education
The University Of Michigan, Ann Arbor, MI, and Bachelor of Arts - 1973
Over 20 years experience and demonstrated success in sales and finance, including credit and securities based transactions.
Experience
David Lerner Associates Inc. Darien, CT 2008 - Present
Investment Counselor
Series 7, Series 63, NYS Life Insurance Certificates. Registered NY, CT, FL. Generated new clients; produced sales generating new assets under management of $1.5 million. Successfully completed continuing education requirements in Advising Senior Investors, Suitability and Risk Disclosure, Fixed Income Concepts and Anti-Money Laundering 2.9 Retail.
Fortunoff, White Plains, New York 2007 - 2008
Furniture Sales Associate
Sold over $1 million of furniture, including period during which the company was operating under Chapter 11 bankruptcy, eclipsed sales of several associates who had years of prior service in the department.
Telecapital Solutions, Inc. New York 2001 - 2007
Principal
Developed new business for consulting service resulting in successfully raising new $30 million equity; negotiated changes in loan agreement, resulting in annual multi-million dollar savings; advised against shipping goods to client (which ultimately filed for bankruptcy); acted as senior credit advisor for boutique investment bank.
Lucent Technologies Inc. Murray Hill, NJ 1998 - 2001
Managing Director, Treasury - Department Head of North America Customer Finance
Received Lucent Achievement Award for 1998, 1999, and 2000 granted by President of Global Sales to individuals personally responsible for outstanding sales achievement. Financed primarily non-investment grade telecommunications and data companies. Assumed the duties of the Assistant Treasurer of Global Customer Finance in his absence.
New York, NY 1995 - 1997
Consultant
Generated new business for consultancy. Established sales and marketing plan, lending and credit protocols for a regional bank venturing into a new lending program. Advised consortia of several small, family owned local exchange carriers regarding US government auction of wireless telecommunications licenses.
Cibc Oppenheimer New York, NY 1991 to 1995
Vice President
Generated new business and increased loan portfolio from $500 million to $1.6 billion in the first year of operation of new department.
Chemical Banking Corporation, New York, NY 1989 - 1991
Vice President - Area Manager, Credit and Loan Services
Structured, negotiated and closed financings. Managed and monitored $4.4 billion loan portfolio, approved credit recommendations with senior credit level authority. Restructured debt facilities ($860 million) of two failing companies, negotiated with Resolution Trust to avoid bankruptcy.
District Manager Private Clients 1986 - 1989
Vice President
Generated new business, increasing deal flow from $20 million to $800 million. Originated, structured, negotiated and syndicated largest transaction ever agented by MMB. Was the bank's highest revenue contributor and as a result, elected the first woman Vice President in the World Corporate Banking Division.
Education
The University Of Michigan, Ann Arbor, MI, and Bachelor of Arts - 1973
