Hunter Crucet Email & Phone Number

Houston, Texas, United States

• Responsible for the data entry, cash postings and records management for all entities of the company. Ensuring that A/P and A/R is updated and maintained.
• Sends weekly and monthly A/R reports to all clients with open balances and follows up to ensure timely payment. Responds to customer account inquiries and corresponds as necessary to update clients and provide details.
• Actively collaborating with senior executives on the rolling out of a new project management instrument leading to higher productivity and better organization.

Houston, Texas Area

• Worked on a wealth management group comprised of 8 people actively managing $1,500,000,000 in assets, handling the opportunities and challenges which come with preserving and growing wealth.
• Gained 50+ first-hand clients consisting of a select group of affluent families, executives, business owners and business entities through the utilization of a highly effective client acquisition model.

Houston, Texas Area

• Generated quotes and coordinated with clients and underwriting to structure policies for 10+ accounts.
• Produced 100+ social media advertising posts on Instagram and Facebook resulting in new clients.
• Gauged returns from cash value life Insurance policies
• Interviewed and appointed 3 interns.

B.S. Political Science, Economics

Accounting And Finance

Education record