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

This department is responsible for strategic direction and decision-making within the organization.

Leadership

This department focuses on coordinating and managing cases to ensure effective service delivery and client support.

Case Management

This department provides strategic direction and oversight for the organization.

Executive Leadership

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

This department provides administrative assistance and coordination for executives and management.

Lion Street

Org chart

Teams

Sales Operations

Leadership

Case Management

Executive Leadership

Leadership Team

Administrative Support

Offices

Lion Street

Org chart

Teams

Sales Operations

Leadership

Case Management

Executive Leadership

Leadership Team

Administrative Support

Offices

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