Changes

Tennessee State University 2019

* 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