Lion Street is a financial services distribution company specializing in financial solutions for individuals and businesses.

Finance

Services

Lion Street

Lion Street's headquarters in Austin, TX, United States

Bob Carter

Carie Heckler

Joe Presutti

Natalie Ross

Jim Nolan CLU, CLTC

Chris Merla

Matt Workman, CLU

James Joyce

The Sales Operations team at Lion Street focuses on optimizing the sales process and enhancing efficiency across the organization. They provide critical support through data analysis, case design, and underwriting consulting, ensuring that sales strategies align with market needs. Team members also manage relationships with carriers and oversee the coordination of new business initiatives, enabling the sales team to effectively deliver financial solutions to clients.

Sales Operations

The Leadership Team at Lion Street is responsible for setting the strategic direction and overall vision of the company. This team, comprising key executives such as the CEO, COO, and Chief Compliance Officer, ensures compliance with regulations, drives operational efficiency, and fosters innovation in financial solutions. They work collaboratively to enhance the company’s market position and deliver value to both individuals and businesses in the financial services sector.

Leadership Team

The Information Technology team at Lion Street is responsible for maintaining and enhancing the company’s technology infrastructure, ensuring seamless IT support for all staff, and implementing robust information security measures to protect sensitive financial data. They work collaboratively to optimize system performance, manage IT operations, and safeguard the organization against potential security threats.

Lion Street

Org chart

Teams

Sales Operations

Leadership Team

Information Technology

Offices

Lion Street

Org chart

Teams

Sales Operations

Leadership Team

Information Technology

Offices

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