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Bio

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James Crosby is a seasoned finance professional with a strong background in leadership, management, and financial services. He has held various roles, including Branch Manager at Charles Schwab, Wealth Manager at TIAA, and Officer in the US Army Reserves. He has also worked as a Certified Flight Instructor and has a degree in Economics from Vanderbilt University. He holds multiple licenses, including Series 7, Series 8, Series 63, and Series 65, and is a veteran.

Experience

  • SkyWest Airlines
    • San Francisco Bay Area
    • First Officer
      • Oct 2022 - Present
      • San Francisco Bay Area

      First Officer ERJ-175 SkyWest Airlines

  • Certified Flight Instructor
    • Livermore, California, United States
    • Certified Flight Instructor (CFI) and Certified Flight Instructor - Instrument (CFII)
      • May 2021 - Present
      • Livermore, California, United States

      -CFI and CFII in Bay Area -Flight instructor for private pilot, instrument pilot and commercial single engine ratings. Helping people to achieve their dream of becoming a pilot

  • AeroGuard Flight Training Center
    • Temecula, California, United States
    • Flight Student
      • Nov 2019 - Mar 2021
      • Temecula, California, United States

      -Flight Student cross training from rotary wing helicopters to single engine and multi engine fixed wing airplane operations. -Crossed trained to single engine and multi engine commercial licenses, fixed wing airplane instrument license and fixed wing airplane certified flight instructor (CFI & CFII) licenses.

  • TIAA
    • Oakland, California, United States
    • Wealth Manager
      • Oct 2017 - Aug 2019
      • Oakland, California, United States

      -Wealth Manager for Teachers' Insurance and Annuity Association-Worked primarily with university, secondary education and non-profits clients-Created individual financial plans to clients to help them achieve their financial success-Worked with a variety of financial products to include annuities, insurance, mutual funds, managed portfolios and fixed income to help clients achieve their unique goals

  • Charles Schwab
    • San Francisco Bay Area
    • Branch Manager
      • Apr 1995 - Feb 2017
      • San Francisco Bay Area

      - Successful Branch manager in SF Bay Area. Managed branches in a variety of locations to include San Francisco and East Bay.-Four time Chairman Club winner for managing branches t0 the top 10% of production nationwide-Mentored Financial Consultants with many becoming top consultants nationwide-Restructured under performing branches which resulted them into becoming top tier branches nationwide-Worked with a variety of Financial Consultants and clients in terms of ethnicity, language and cultural backgrounds

  • US Army Reserves
    • Fort Hunter Liggett, CA
    • Officer
      • 1994 - 2014
      • Fort Hunter Liggett, CA

      -Officer in active US Army Reserves.-Successfully managed full time civilian career in financial services while serving as officer in US Army Reserves-Overseas assignments in Saudi Arabia.-Career highlights include a Brigade Command. Managed a large 450 personnel training organization (brigade) which had training locations in 22 different states across the United States.-Brigade trained over 4000 soldiers for the Army US Signal Corps during a two year period.-Out of 13 training Brigades under major training Command, successfully moved brigade from a ranking of 13th to 5th in US Army unit readiness measurements in less than one year.

  • US Army
    • United States
    • Officer and Helicopter Pilot
      • May 1984 - Jul 1993
      • United States

      - Commissioned Officer and Helicopter Pilot in U.S Army serving in Germany, Korea and the United States.- Management experience in aviation training, maintenance and operations. -Instructor pilot with over 1000 instructor pilot hours. Experience in a variety of helicopters.- Management experience involving over 40 employees. - Instructor experience with both U.S and international students.

Education

  • Vanderbilt University
    Bachelor's degree, Economics
  • U.S. Army Command and General Staff College
    Graduate
  • Troy University
    Master's of Science, Personnel Management

Suggested Services

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Industry Focus. “Financial Services”

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