Spencer Smith

Financial Analyst Capital Management @ F&G

About Spencer Smith

Spencer Smith is a Financial Analyst specializing in Capital Management, currently working at F&G in Des Moines, Iowa. He holds an Iowa Insurance license and has a Bachelor of Science in Finance from Iowa State University.

Work at F&G

Spencer Smith currently serves as a Financial Analyst in Capital Management at F&G, a role he has held since 2023. His responsibilities include analyzing financial data and supporting capital management strategies. He operates from the company's office located in Des Moines, Iowa. This position follows his previous experience in financial analysis and insurance, allowing him to leverage his expertise in a dynamic financial environment.

Education and Expertise

Spencer Smith obtained a Bachelor of Science degree in Finance from Iowa State University - College of Business, completing his studies from 2014 to 2018. His education provided a strong foundation in financial principles and practices, which he has applied throughout his career. He holds an Iowa Insurance license and is also licensed to sell insurance through New York Life Insurance Company, indicating his proficiency in both finance and insurance sectors.

Background

Spencer Smith has a diverse professional background in finance and insurance. He began his career as a New Business Intern at Transamerica in 2014, followed by a role as a Student Fundraiser at Iowa State University Foundation in 2017. After completing his education, he worked as an Accounting and Finance Intern at Iowa State University in 2018. He then served as an Agent at New York Life Insurance Company from 2018 to 2021 before transitioning to UnityPoint Health as a Financial Analyst from 2021 to 2023.

Achievements

Throughout his career, Spencer Smith has gained experience in various financial roles, contributing to organizations in different capacities. His work has included financial analysis, insurance sales, and fundraising. His specialization includes college funding, retirement planning, and lifetime income strategies, showcasing his ability to address diverse financial needs.

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