2021 Cohort
9
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*Risk Management
*Cost Reduction and Avoidance
*Cash Flow Optimization **'''EXPERIENCE''' American International Group (AIG) *'''Financial Professional'''*Crump Brokerage *American International Group (AIG) *Equitable Financial
*Tax Savings
*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.
*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