Fellow:Janet Crosby

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Janet Crosby
School (Cohort)
Tennessee State University (2021 cohort)
Majoring in
Educational Leadership and Administration
United States


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.


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


  • Education Planning
  • Risk Management
  • Cost Reduction and Avoidance
  • Cash Flow Optimization
  • 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%.
  • 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