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Fellow:Janet Crosby

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'''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%. Crump Brokerage '''COMMUNITY SERVICE'''  * Member of the National Black MBA Association* Member of Alpha Kappa Alpha Sorority, Inc., Psi Xi Omega Chapter American International Group (Alabaster, ALAIG)* 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 ParliamentariansEquitable Financial
'''See LinkedIn Account''' *Tax Savings*Business Planning*Market Research & Analysis*Strategic Retirement Planning April 2014 Present
'''www*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.linkedin*Worked closely with clients to develop viable financial and operational strategic plans.com/*Networked and built a clientele base through participation in/janetcrosby1908''' seminars, trade shows, community service projects, golf and tennis associations, and client referrals.
2*Grew clientele base by 20% per calendar year.*Increased profits of company by $4.5 Million. AXA Equitable July 1985 2014 **'''Financial Professional'''
==Achievements==*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., Upsilon Eta Omega Chapter
*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
[[Category:Tennessee State University (2021 cohort)]]
[[Category:Student Contributors]]
{{CatTree|Tennessee State University}}
2021 Cohort
9

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