Fernando Escutia Email & Phone Number

Houston, TX, US

United States

Houston, Texas, United States

• Guided individuals & families through Mass Mutual’s process/plan by presenting education & data alongside licensed advisors.
• Well-versed with all aspects of financial planning software Wealth Building Cornerstones to determine efficient strategies to optimally achieve client’s stated financial and retirement goals.
• Prospect Generation, & Pipeline Management
• Obtained: General Lines-Texas Life and Disability along with SIE (Security Industry Essentials)

• Responsible for sales of Mexico and South American segment, driving sales increases of up to 30% at certain customers through successful relationship management. Oversaw and directed all activities for the segment.
• Accountable for successful operational dispute resolutions to drive superior profitability and operational Key Performance Indicators at Energy Alloy’s two most profitable clients.
• Improved quality control on complex customer specifications by interpreting Material Test Reports and liaising successfully with Operations to ensure that raw material was up to par with customer standards.
• Profitable account management exceeding sales goals in 2018 of over $3 million per year
• Cut over $50K of annualized costs at Houston warehouse by executing on data-driven plan that modernized company policy on strategically locating alternatives for all third-party vendor services and all daily supplies.
• Managed the daily operations of two of the most profitable clients for Energy Alloys; and familiar with managing accounts of large OEM market leaders.

University Of Houston- Houston, TX

• Forecasted, finalized, and assured execution to a chapter budget of 20-25k per semester.
• Organized major events held throughout the year and ensured financial discipline by strict adherence to semester budgets.
• Increased financial awareness by actively mentoring members through developing personal budgets and enrolling in payment plans for fees.
• Helped establish relations between older alumni and new chapter by reaching out individually to surrounding alumni and setting up fundraisers and social events, raising over $5K for our charity the Ronald McDonald House.

Houston, Texas Area

• Clear jams on conveyor belts throughout the airport bag room.
• Assist mechanics with repairing of any damaged motors.

• Supervised employees (5)
• Audit money and compile sales data at the end of each shift
• Managed customer feedback/interactions and operations for the second shift of the day

Bachelor Of Business Administration - Bba, Finance, General

Education record