Difference between revisions of "Fellow:Janet Crosby"

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'''EDUCATION'''  
 
'''EDUCATION'''  
  
−
Tennessee State University 2019
+
Tennessee State University
  
 
Doctoral Student  
 
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
 
'''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
−
 
+
*
−
* Tax Savings
+
*'''EXPERIENCE'''  
−
* Business Planning
+
*'''Financial Professional'''
−
* Market Research & Analysis
+
*Crump Brokerage  
−
* Strategic Retirement Planning  April 2014 Present
+
*American International Group (AIG)  
−
 
+
*Equitable Financial
−
* 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'''
+
*Tax Savings
 +
*Business Planning
 +
*Market Research & Analysis
 +
*Strategic Retirement Planning  April 2014 Present
  
−
'''www.linkedin.com/in/janetcrosby1908'''
+
*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.
  
−
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==
 
==Social media profiles==
−
 
+
'''LinkedIn''' - www.linkedin.com/in/janetcrosby1908
 
[[Category:Tennessee State University (2021 cohort)]]
 
[[Category:Tennessee State University (2021 cohort)]]
 
[[Category:Student Contributors]]
 
[[Category:Student Contributors]]
  
 
{{CatTree|Tennessee State University}}
 
{{CatTree|Tennessee State University}}

Latest revision as of 19:44, 1 December 2021

Headshot.file-file.jpg
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

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
  • Financial Professional
  • Crump Brokerage
  • American International Group (AIG)
  • Equitable Financial
  • 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., 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

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