Difference between revisions of "Fellow:Janet Crosby"
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'''EDUCATION''' | '''EDUCATION''' | ||
| − | Tennessee State University | + | Tennessee State University |
Doctoral Student | Doctoral Student | ||
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'''MBA''': Master of Business Administration Alabama A&M University – Huntsville, AL '''BS''': Commerce and Business Administration The University of Alabama – Tuscaloosa, AL | '''MBA''': Master of Business Administration Alabama A&M University – Huntsville, AL '''BS''': Commerce and Business Administration The University of Alabama – Tuscaloosa, AL | ||
| Line 29: | Line 25: | ||
'''SKILLS AND ATTRIBUTES''' | '''SKILLS AND ATTRIBUTES''' | ||
| − | * Education Planning | + | *Education Planning |
| − | * Risk Management | + | *Risk Management |
| − | * Cost Reduction and Avoidance | + | *Cost Reduction and Avoidance |
| − | * Cash Flow Optimization '''EXPERIENCE''' American International Group (AIG) '''Financial Professional''' | + | *Cash Flow Optimization '''EXPERIENCE''' American International Group (AIG) '''Financial Professional''' |
| − | * Tax Savings | + | *Tax Savings |
| − | * Business Planning | + | *Business Planning |
| − | * Market Research & Analysis | + | *Market Research & Analysis |
| − | * Strategic Retirement Planning April 2014 Present | + | *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. | + | *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. | + | *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. | + | *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. | + | *Grew clientele base by 20% per calendar year. |
| − | * Increased profits of company by $4.5 Million. AXA Equitable July 1985 2014 '''Financial Professional''' | + | *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. | + | *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. | + | *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. | + | *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. | + | *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%. | + | *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''' | + | *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 the National Black MBA Association |
| − | * Member of Alpha Kappa Alpha Sorority, Inc., Psi Xi Omega Chapter (Alabaster, AL) | + | *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 | + | *Vice President of the Upsilon Eta Omega Chapter of AKA 2004-2006 |
| − | * Board Member of the Greater Birmingham Democrats | + | *Board Member of the Greater Birmingham Democrats |
| − | * Senator Doug Jones campaign committee volunteer and supervisor | + | *Senator Doug Jones campaign committee volunteer and supervisor |
| − | * Member of the Sixth Avenue Baptist Church | + | *Member of the Sixth Avenue Baptist Church |
| − | * Chair of the Sixth Avenue Baptist Church Strategic Marketing Committee | + | *Chair of the Sixth Avenue Baptist Church Strategic Marketing Committee |
| − | * Member of the United States Tennis Association | + | *Member of the United States Tennis Association |
| − | * Member of the United States Golf Association | + | *Member of the United States Golf Association |
| − | * Member of the Million Dollar Round Table | + | *Member of the Million Dollar Round Table |
| − | * Member of the Nation Association of Parliamentarians | + | *Member of the Nation Association of Parliamentarians |
==Social media profiles== | ==Social media profiles== | ||
Revision as of 19:25, 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
Doctoral Student
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
Related links
