Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alexander LeCompte

York,PA

Summary

Through my skills and experience, I have become a problem solver, investigator, and opportunity seeker. My skill set and interests are ideal for an investment and analytical position. I am actively seeking a dynamic position where I can further develop my career in finance, continuously expand my knowledge, and make valuable contributions to the comapny.

Overview

7
7
years of professional experience

Work History

Insurance Company Financial Analyst

Pennsylvania Insurance Department
09.2023 - Current

Collaborated with the department to oversee and regulate insurance companies domiciled in Pennsylvania.

  • Conducted thorough reviews of financial statements and ratios to assess insurers' solvency.
  • Ensured insurers' compliance with reserve requirements and regulatory standards.
  • Prepared detailed reports on the financial health of insurance companies and recommended steps for enhancing stability.

Insurance Agent / Retirement Planner

Bankers Life
01.2023 - 07.2023

Established and maintained strong client relationships by identifying and fulfilling their insurance needs, with a focus on retirement planning.

  • Educated clients about Medicare and provided guidance on their options.
  • Advised clients on effective retirement planning and wealth growth strategies.
  • Successfully determined and sold appropriate insurance products to clients.

Installation Manager

LeCompte Monument
09.2016 - 01.2023

Helped clean, prepare, and install monuments in cemeteries, while also looking over the office and interacting with customers.

  • Managed and supervised monument installations in cemeteries.
  • Provided sales assistance and maintained positive customer relations by addressing client inquiries and pricing concerns.

Portfolio Management

Salisbury University
08.2021 - 12.2021

Researched current stocks and presented alternative options for a $2 million portfolio owned by the university.

  • Conducted in-depth research in the stock market and economic trends.
  • Utilized Excel to calculate fair market values of stocks.
  • Presented stocks to the Board of Directors that oversaw the portfolio.

Education

Bachelor of Science - Finance

Salisbury University
Salisbury, MD
05.2022

Skills

Excel

Microsoft Office

Communication

Teamwork

Customer Service

Research

Time Management

Timeline

Insurance Company Financial Analyst

Pennsylvania Insurance Department
09.2023 - Current

Insurance Agent / Retirement Planner

Bankers Life
01.2023 - 07.2023

Portfolio Management

Salisbury University
08.2021 - 12.2021

Installation Manager

LeCompte Monument
09.2016 - 01.2023

Bachelor of Science - Finance

Salisbury University
Alexander LeCompte