2021 Cohort
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;Name: Janet Crosby;School (Cohort): Tennessee State University (2021 cohort);Majoring in: Educational Leadership and Administration;Country: United States;Email: [[Special:EmailUser/Jcrosby1908]]
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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'''
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==Achievements==
==Social media profiles==
[[Category:Tennessee State University (2021 cohort)]]