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Investment Consultant Resume

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Here is the Investment Consultant Resume example:

Kristen Berry

4621 W 1st Street Rd

Visalia, CA 93277



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.


Bachelor’s Degree in Business Administration

McNeese State University, Louisiana, LA

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  • March 1, 2024Create Date
  • March 1, 2024Last Updated

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