Difference between revisions of "Fellow:Janet Crosby"
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| − | ;Name: Janet Crosby | + | ;Name:Janet Crosby |
| − | ;School (Cohort): Tennessee State University (2021 cohort) | + | ;School (Cohort):Tennessee State University (2021 cohort) |
| − | ;Majoring in: Educational Leadership and Administration | + | ;Majoring in:Educational Leadership and Administration |
| − | ;Country: United States | + | ;Country:United States |
| − | ;Email: [[Special:EmailUser/Jcrosby1908]] | + | ;Email:[[Special:EmailUser/Jcrosby1908]] |
|} | |} | ||
==Bio== | ==Bio== | ||
| + | Driven and dedicated Financial Professional with a progressive career of over 20 years in financial services industries seeking higher level and/or management opportunities. Skilled at developing and executing financial plans and strategies with targeted business initiatives. Highly effective communicator and leader with proven ability to build long-term relationships with internal and external customers by establishing a high level of confidence and trust. | ||
| + | |||
| + | '''EDUCATION''' | ||
| + | |||
| + | Tennessee State University 2019 | ||
| + | |||
| + | Doctoral Student | ||
| + | |||
| + | May 2019 | ||
| + | |||
| + | December 1983 | ||
| + | |||
| + | '''MBA''': Master of Business Administration Alabama A&M University – Huntsville, AL '''BS''': Commerce and Business Administration The University of Alabama – Tuscaloosa, AL | ||
| + | |||
| + | '''SKILLS AND ATTRIBUTES''' | ||
| + | |||
| + | * Education Planning | ||
| + | * Risk Management | ||
| + | * Cost Reduction and Avoidance | ||
| + | * Cash Flow Optimization '''EXPERIENCE''' American International Group (AIG) '''Financial Professional''' | ||
| + | |||
| + | * Tax Savings | ||
| + | * Business Planning | ||
| + | * Market Research & Analysis | ||
| + | * Strategic Retirement Planning April 2014 Present | ||
| + | |||
| + | * Employed financial research analysis for several critical projects on choice of investment vehicles and cash flow alternatives, translating into investment vehicles and cash flow opportunities, translating into investment portfolio model; analyzed data on pension funds studying stock portfolios. | ||
| + | * Worked closely with clients to develop viable financial and operational strategic plans. | ||
| + | * Networked and built a clientele base through participation in seminars, trade shows, community service projects, golf and tennis associations, and client referrals. | ||
| + | |||
| + | * Grew clientele base by 20% per calendar year. | ||
| + | * Increased profits of company by $4.5 Million. AXA Equitable July 1985 2014 '''Financial Professional''' | ||
| + | |||
| + | * Provided financial information and products to individuals and corporations to aid in retirement planning. | ||
| + | * Executed life insurance, education planning, and business continuation plans; managed financial services working with diversified clients and small businesses. | ||
| + | * Employed monthly reporting, budgeting, strategic planning financials, and cash flow. Made recommendations concerning strength of client investment portfolios. In-Depth knowledge of FINRA and SEC regulations, along with stocks, mutual funds, bonds, and investment market. | ||
| + | * Kept abreast of personal and financial life changes for clients and maintained a productive open relationship to facilitate continued revenue growth. | ||
| + | * Collected financial information on asset allocation, conducting estate tax planning for clients and diagnosing risk-tolerance levels; compiled financial market reports suggesting investment options, achieving ROI of greater than 20%. | ||
| + | * Resolved customer issues, cross-sold new products and settled 80% requests in first contact; with client retention of over 90%. '''COMMUNITY SERVICE''' | ||
| + | |||
| + | * Member of the National Black MBA Association | ||
| + | * Member of Alpha Kappa Alpha Sorority, Inc., Psi Xi Omega Chapter (Alabaster, AL) | ||
| + | * Vice President of the Upsilon Eta Omega Chapter of AKA 2004-2006 | ||
| + | * Board Member of the Greater Birmingham Democrats | ||
| + | * Senator Doug Jones campaign committee volunteer and supervisor | ||
| + | * Member of the Sixth Avenue Baptist Church | ||
| + | * Chair of the Sixth Avenue Baptist Church Strategic Marketing Committee | ||
| + | * Member of the United States Tennis Association | ||
| + | * Member of the United States Golf Association | ||
| + | * Member of the Million Dollar Round Table | ||
| + | * Member of the Nation Association of Parliamentarians | ||
| + | |||
| + | '''See LinkedIn Account''' | ||
| + | |||
| + | '''www.linkedin.com/in/janetcrosby1908''' | ||
| + | |||
| + | 2 | ||
==Achievements== | ==Achievements== | ||
| Line 18: | Line 75: | ||
==Social media profiles== | ==Social media profiles== | ||
| − | |||
[[Category:Tennessee State University (2021 cohort)]] | [[Category:Tennessee State University (2021 cohort)]] | ||
Revision as of 17:25, 1 December 2021
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Bio
Driven and dedicated Financial Professional with a progressive career of over 20 years in financial services industries seeking higher level and/or management opportunities. Skilled at developing and executing financial plans and strategies with targeted business initiatives. Highly effective communicator and leader with proven ability to build long-term relationships with internal and external customers by establishing a high level of confidence and trust.
EDUCATION
Tennessee State University 2019
Doctoral Student
May 2019
December 1983
MBA: Master of Business Administration Alabama A&M University – Huntsville, AL BS: Commerce and Business Administration The University of Alabama – Tuscaloosa, AL
SKILLS AND ATTRIBUTES
- Education Planning
- Risk Management
- Cost Reduction and Avoidance
- Cash Flow Optimization EXPERIENCE American International Group (AIG) Financial Professional
- Tax Savings
- Business Planning
- Market Research & Analysis
- Strategic Retirement Planning April 2014 Present
- Employed financial research analysis for several critical projects on choice of investment vehicles and cash flow alternatives, translating into investment vehicles and cash flow opportunities, translating into investment portfolio model; analyzed data on pension funds studying stock portfolios.
- Worked closely with clients to develop viable financial and operational strategic plans.
- Networked and built a clientele base through participation in seminars, trade shows, community service projects, golf and tennis associations, and client referrals.
- Grew clientele base by 20% per calendar year.
- Increased profits of company by $4.5 Million. AXA Equitable July 1985 2014 Financial Professional
- Provided financial information and products to individuals and corporations to aid in retirement planning.
- Executed life insurance, education planning, and business continuation plans; managed financial services working with diversified clients and small businesses.
- Employed monthly reporting, budgeting, strategic planning financials, and cash flow. Made recommendations concerning strength of client investment portfolios. In-Depth knowledge of FINRA and SEC regulations, along with stocks, mutual funds, bonds, and investment market.
- Kept abreast of personal and financial life changes for clients and maintained a productive open relationship to facilitate continued revenue growth.
- Collected financial information on asset allocation, conducting estate tax planning for clients and diagnosing risk-tolerance levels; compiled financial market reports suggesting investment options, achieving ROI of greater than 20%.
- Resolved customer issues, cross-sold new products and settled 80% requests in first contact; with client retention of over 90%. COMMUNITY SERVICE
- Member of the National Black MBA Association
- Member of Alpha Kappa Alpha Sorority, Inc., Psi Xi Omega Chapter (Alabaster, AL)
- Vice President of the Upsilon Eta Omega Chapter of AKA 2004-2006
- Board Member of the Greater Birmingham Democrats
- Senator Doug Jones campaign committee volunteer and supervisor
- Member of the Sixth Avenue Baptist Church
- Chair of the Sixth Avenue Baptist Church Strategic Marketing Committee
- Member of the United States Tennis Association
- Member of the United States Golf Association
- Member of the Million Dollar Round Table
- Member of the Nation Association of Parliamentarians
See LinkedIn Account
www.linkedin.com/in/janetcrosby1908
2
Achievements
Social media profiles
Related links
