Fellow:Janet Crosby

Name Janet Crosby School (Cohort) Tennessee State University (2021 cohort) Majoring in Educational Leadership and Administration Country United States Email Special:EmailUser/Jcrosby1908

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

Social media profiles

LinkedIn - www.linkedin.com/in/janetcrosby1908

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Related links

▼ Tennessee State University

► Tennessee State University (2021 cohort)

► Tennessee State University (2022 cohort)

► Tennessee State University (2023 cohort)

  School:Tennessee State University

  Priorities:Tennessee State University Student Priorities

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