Client Names on Resume

Quick question guys. When writing bullet points for your resume, to what extent are people allowed to reveal actual client names or fund/trust names on the resume? On the one hand, using actual names and actual data seem more convincing. But would this be a violation of confidentiality?

Is filling in actual info on the resume frowned upon? Or do people consider it reasonable?


Comments (23)

Mar 12, 2011 - 9:25am

I would guess you would need permission to disclose such information. In my opinion it is frowned upon and is not reasonable to use actual names without permission.

"yeah, thats right" High-Five
Mar 13, 2011 - 10:59am

I would in general leave out client's names related to specific projects. However, if the deal is public and if your bank has had a press release stating their role (and not just media reports reporting your bank's role) then I would think it is okay to use the client's name as well

Mar 13, 2011 - 6:35pm

Agree with KevinNYC on breaking it into a "Selected Transactions" section. What I normally do is write the selected transaction section, then forward it to a VP or MD to get them to check it. Get approval and you should be fine.

“Millionaires don't use astrology, billionaires do”
Mar 16, 2011 - 7:23pm

Easiest way to determine if you can use the name (across all industries/fields/jobs) is whether your firm uses the name for their tombstones/quals in pitches. In my case, they've been approved by partner/MD who's cleared it with the client. There may be some exceptions to but this will allow you to put it on your resume without letting your boss(es) know.

Another way, if you have internal firm resumes that are included with pitches, those names are usually pre-cleared by your firm/

Mar 16, 2011 - 7:24pm

client name on consulting resume (Originally Posted: 10/03/2011)

I am working on a lot of pre-deal activity (operational review) therefore a lot of my projects don't always result in deals. How would you present the client names on your resume ? Obviously can't name potential or cancelled deals however I am tempted to add a "selected list of clients" line where I could list 10 key names (mostly PE and large corporate) as this would carry a lot more weight than no names or mid-market names to be honest.

I am quite keen to get some of your feedback on that issue.


Mar 16, 2011 - 7:30pm

Keep clients/targets confidential or no for resume/interviews? (Originally Posted: 07/25/2013)


When mentioning the names of my firm's clients and targets in my resume/interview, should I mention their actual names or keep them confidential?

My concern: I work at a boutique firm, where our clients are subsidiaries in the $40-50MM revenue range and our targets are half that size. These are really small deals and if my interviewer checks, he/she wouldn't be able to find anything online.

Thanks in advance.

Mar 16, 2011 - 7:35pm

Client Names/Description in Resume (Originally Posted: 04/05/2013)

There are few threads regarding this but they are mostly related to banking where I can understand the sensitivity related to deals. However, I wanted to hear thoughts about consulting resume.

My current consulting company is regionally based and do not have any restriction on using client's name in the resume. In that case, is it OK if I use client's name or is it generally not a good practice when applying to MBB or other major MC firms?

In addition, if I am OK to use a client's name, should I provide a description of the client in a few words just in case no one has heard about the client? I am noticing that my resume is becoming a bit wordy if I do this but then it allows others to understand the client.

Thank you.

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