Investment Consultant Resume

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