Investment Consultant Resume

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Here is the Investment Consultant Resume example:

Kristen Berry

4621 W 1st Street Rd

Visalia, CA 93277

(555)-555-5555

[email]

Job Objective Seeking an Investment Consultant position in an environment where I can utilize my experience and my knowledge to add value to an organization.

Areas of Excellence:

Remarkable experience in managing and developing client relationships
Huge knowledge of financial services industry, investment solutions, risk management and asset allocation
Good understanding of the global institutional investment industry
Proficient with MS Office
Ability to be well versed with current trends
Ability to aid as effective mentor
Ability to make proactive, business development calls to prospects and clients
Superior communication skills

Professional Experience:

Investment Consultant

Crystal, Visalia, CA, August 2005 – Present

Evaluated and aided clients.
Established relationships with clients.
Managed sales leads generated through business partners.
Carried out business development calls and formulated client investment reports.
Imparted discretionary investment management services.

Investment Consultant

Nikolus, Inc., Visalia, CA, May 2000 – July 2005

Coordinated with clients and relationship managers.
Aided as investment representative.
Managed special projects and duties.
Administered investment management staff.

Education

Bachelor’s Degree in Business Administration

McNeese State University, Louisiana, LA