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Scottrade Inc - Senior Investment Consultant Resume Example

Alexa Coleman
Brings more than 20 years of business development experience. Achieved targeted results by maximizing sales goals and implementing Sales strategies in an assigned target market. Massive prospecting  via phones and face to face with targeted markets. Effective CRM usage including SALESFORCE.Com . Gathered more than $45 million in new assets and converted more than $10 million in Managed Portfolio Solutions in one year. SUCCESSFUL history of building and retaining relationships with clients as well as strategic partners like RIA's and advisors to promote corporate revenues and increase profits. CLOSED approximately $12M in fund sales in one quarter. CONSISTENTLY exceeded sales targets. Self-disciplined and persistent GOAL setter and achiever.

Business Development skills ; Territory Management

Client Relationship management skills; Massive Prospecting; REIT Fund Wholesaling; Sales Management; Public Speaking; and other CRM softwares.

Senior Investment Consultant 05/2013 to Present
Scottrade Inc Laguna Hills, Ca
  • Develop business through asset gathering from massive prospecting via phones and face to face with investors.
  • Consult investors with company's sophisticated tools and resources  in trading and professional (managed accounts) portfolio management.
  • Conduct group as well as one on one seminars.
Associate VP/Hybrid Wholesaler 08/2011 to 08/2012
Bluerock Capital Markets Newport Beach, Ca
  • Effective territory management working with independent Advisors grow their practice by recommending the firm's investment strategy using non-traded REITs, 1031 Exchange Programs, Private Notes and Private Placements Reg D, from massive daily prospecting via phone and face to face meetings.
  • Effective CRM usage including , Siebel Systems and others.
Senior Investment Consultant 04/2009 to 08/2011
TD Ameritrade Long Beach, CA
  • Consult with investors regarding their investment goals and objectives and provided the most appropriate investment solutions including internal managed accounts by firm , or outside RIA (Wealth Manager), or sophisticated online tools and resources through massive phone and face to face prospecting
  • Consistently exceeded quarterly targets.
  • SALESFORCE.COM usage for Sales activities.
Hybrid (Wholesaler) 11/2004 to 01/2009
Cornerstone Ventures Irvine, CA
  • Closed approximately $12M in fund sales in one quarter.
  • Developed business in an assigned territory with more than 5,000 Financial Advisors.
  • Developed relationships with Advisors and RIA's by selling the firm's Real Estate Investment Strategy .
  • Consistently exceeded monthly sales targets through establishing and maintaining solid relationships with the assigned territory.
Financial Consultant/Sales Supervisor 03/1991 to 02/2002
Charles Schwab & Co Irvine, CA
Bachelor of Arts: Economics Oct 1982 San Beda College -
MBA: One Year Coursework University of Phoenix -
Additional Information
Series 7
Series 8, 66
(CRD# 1694327)
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This is a real resume for a Senior Investment Consultant in Aliso Viejo, California with experience working for such companies as Scottrade Inc, Bluerock Capital Markets, Td Ameritrade. This is one of the hundreds of Senior Investment Consultant resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Investment Consultant resume.

Previous Companies:

  • Scottrade Inc
  • Bluerock Capital Markets
  • TD Ameritrade

Previous Job Positions:

  • Senior Investment Consultant
  • Associate VP
  • Hybrid Wholesaler
  • Hybrid
  • Financial Consultant


  • San Beda College
  • University of Phoenix

Level of Education:

  • Bachelor of Arts
  • MBA

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