Caleb Stein

Hardworking and motivated finance graduate with operational, financial, and leadership experience looking to make an impact in the financial services industry.

Licensed Life Insurance Agent at Globe Life, American Income Division (2025-07 – 2026-08)

• Sold and serviced life and supplemental insurance policies for individuals and families
• Analyzed client financial needs to recommend appropriate coverage and risk management
• Maintained accurate policy records and ensured compliance with company and regulatory standards
• Assisted clients with policy updates, renewals, and beneficiary changes
• Built long-term client relationships through professional communication and follow-ups

Volunteer at The Lighthouse Community Center (2024-09 – 2025-05)

• Helped further the mission of helping the less fortunate people of Lynchburg within a team setting
• Assisted people through the pantry "shop" program
• Performed general upkeep and handyman maintenance of programs and buildings
• Communicated in face-to-face, call, and mail settings
• Motivated to help wherever needed

Accounting Intern at Buckno & Lisicky and Company (2024-05 – 2024-08)

• Updated financial statements for clients from last year's financial data, ensuring accuracy and completeness
• Reviewed, updated, and prepared clients' 401(k) plans for audit and review
• Created law document checklists required for audit oversight using PPC Smart
• Formulated individual and business entity extended draft tax returns using client paperwork with UltraTax, Intuit, and ProFX
• Learned the language of business while experiencing corporate expectations on tax projects

Lifeguard at Various Public and Private Pools in PA (2019-06 – 2023-08)

• Marketed and negotiated the sale of retired pool furniture, earning the club $1500
• Assisted in filling lifeguard vacancies at multiple pools city-wide
• Managed crowd safety in the deep-water park
• Performed and assisted multiple successful water rescues requiring paramedic assistance
• Led training exercises for other lifeguards

Bachelor's in Finance – Liberty University (2022-08)

High School Diploma in College Prep – Liberty High School (2018-08 – 2022-06)