Lion Street
Industry: Insurance company
DescriptionFounded: 2010 Subsidiaries: Lion Street Advisors, Lion Street Financial, Leo Williams Holdings, Llc
Lion Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lion Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lion Street Employees
Employee
Years
Job
Industry
Kim Allen, CLU, ALMI, FALU Kim Allen, CLU, ALMI, FALU's Lion Street Experience April 2014 - Present
Job Sr. Underwriter
Industry Insurance
Experience
Lion Street April 2014 - Present
NFP October 2006 - March 2014
Northwestern Mutual Texas Financial Group April 2003 - October 2006
State Farm Insurance April 1987 - May 2000
Skills
Life Insurance, Insurance, Estate Planning, Underwriting, Long-term Care, Health Insurance, Employee Benefits, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Commercial Insurance, Reinsurance, Universal Life, Financial Risk, Property & Casualty...
Education
The Academy of Life Underwriting 2008 — 2013
FALU
The American College 2006 — 2011
CLU
Lamar University 1982 — 1986
BBA, Marketing
Lion Street April 2014 - Present
NFP October 2006 - March 2014
Northwestern Mutual Texas Financial Group April 2003 - October 2006
State Farm Insurance April 1987 - May 2000
Skills
Life Insurance, Insurance, Estate Planning, Underwriting, Long-term Care, Health Insurance, Employee Benefits, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Commercial Insurance, Reinsurance, Universal Life, Financial Risk, Property & Casualty...
Education
The Academy of Life Underwriting 2008 — 2013
FALU
The American College 2006 — 2011
CLU
Lamar University 1982 — 1986
BBA, Marketing
Katie Parton Katie Parton's Lion Street Experience July 2014 - Present
Job Sr. Underwriting Case Manager at Lion Street
Industry Financial Services
Experience
Lion Street July 2014 - Present
MetLife February 2014 - May 2014
LPL Financial August 2011 - February 2014
LPL Financial April 2010 - August 2011
The Walt Disney Company August 2009 - January 2010
Muzak 2005 - 2007
Skills
Time Management, Microsoft Office, Outlook, Accountability, Problem Solving, Team Leadership, Corporate Communications, Excel, Listening Skills, System Administration, Multi Tasking, Project Management, Creative Writing, Investigative Research, Organization, Prioritize Workload, Goal Oriented, Negotiation, Critical Thinking, Loyal, Customer Service, Teamwork, Innovation, Learning Quickly, Self Management, Self-driven, Document Review, Database Administration, Creative Problem Solving, Hands-on Training, Observation, Networking, Well-Rounded, Work Well Independently, Works well in a team, Microsoft Excel, Team-oriented, Leadership
Education
University of South Carolina-Columbia 2007 — 2009
Psychology, Psychology and Business
University of South Carolina-Lancaster 2005 — 2007
Associate of Science (A.S.), Psychology
Fort Mill High School 2001 — 2005
High School Diploma, General
Lion Street July 2014 - Present
MetLife February 2014 - May 2014
LPL Financial August 2011 - February 2014
LPL Financial April 2010 - August 2011
The Walt Disney Company August 2009 - January 2010
Muzak 2005 - 2007
Skills
Time Management, Microsoft Office, Outlook, Accountability, Problem Solving, Team Leadership, Corporate Communications, Excel, Listening Skills, System Administration, Multi Tasking, Project Management, Creative Writing, Investigative Research, Organization, Prioritize Workload, Goal Oriented, Negotiation, Critical Thinking, Loyal, Customer Service, Teamwork, Innovation, Learning Quickly, Self Management, Self-driven, Document Review, Database Administration, Creative Problem Solving, Hands-on Training, Observation, Networking, Well-Rounded, Work Well Independently, Works well in a team, Microsoft Excel, Team-oriented, Leadership
Education
University of South Carolina-Columbia 2007 — 2009
Psychology, Psychology and Business
University of South Carolina-Lancaster 2005 — 2007
Associate of Science (A.S.), Psychology
Fort Mill High School 2001 — 2005
High School Diploma, General
Garrett Kreitman Garrett Kreitman's Lion Street Experience January 2014 - May 2015
Job QA IT Intern at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2015 - Present
Lion Street January 2014 - May 2015
Division of Recreational Sports August 2013 - January 2014
University of Texas at Austin- Athletic Department August 2012 - December 2013
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) June 2010 - August 2012
Congregation Anshai Torah Catering August 2008 - June 2010
Skills
Data Entry, Time Management, Food, Customer Service, PowerPoint, Critical Thinking, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Telephone Skills, Teamwork, Outlook, Customer Satisfaction, Restaurants, Inventory Management, Social Media, VBA, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Principal Financial Group May 2015 - Present
Lion Street January 2014 - May 2015
Division of Recreational Sports August 2013 - January 2014
University of Texas at Austin- Athletic Department August 2012 - December 2013
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) June 2010 - August 2012
Congregation Anshai Torah Catering August 2008 - June 2010
Skills
Data Entry, Time Management, Food, Customer Service, PowerPoint, Critical Thinking, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Telephone Skills, Teamwork, Outlook, Customer Satisfaction, Restaurants, Inventory Management, Social Media, VBA, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Meagan Dean Meagan Dean's Lion Street Experience July 2013 - Present
Job Accounting Manager at Lion Street
Industry Accounting
Experience
Lion Street July 2013 - Present
Orangefield-Columbus Fund Services August 2012 - July 2013
Orangefield-Columbus Fund Services March 2010 - August 2012
Lane Gorman Trubitt PLLC January 2009 - December 2009
Lane Gorman Trubitt PLLC July 2008 - January 2009
Bolinger, Segars, Gilbert & Moss, LLP January 2007 - April 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Microsoft Excel, Financial Accounting, Account Reconciliation, Hedge Funds, GAAP, US GAAP, CPA, External Audit, SEC filings, Financial Statements
Education
Texas Tech University 2003 — 2008
Bachelors of Business Administration, Accounting
Giddings High School 1999 — 2003
Lion Street July 2013 - Present
Orangefield-Columbus Fund Services August 2012 - July 2013
Orangefield-Columbus Fund Services March 2010 - August 2012
Lane Gorman Trubitt PLLC January 2009 - December 2009
Lane Gorman Trubitt PLLC July 2008 - January 2009
Bolinger, Segars, Gilbert & Moss, LLP January 2007 - April 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Microsoft Excel, Financial Accounting, Account Reconciliation, Hedge Funds, GAAP, US GAAP, CPA, External Audit, SEC filings, Financial Statements
Education
Texas Tech University 2003 — 2008
Bachelors of Business Administration, Accounting
Giddings High School 1999 — 2003
Chris Roehm Chris Roehm's Lion Street Experience September 2014 - Present
Job Tax, Estate and Financial Planning
Industry Financial Services
Experience
Freedom Business Advisors July 2008 - Present
Lion Street September 2014 - Present
Freedom Wealth Advisors August 2012 - Present
Udell Associates August 2006 - June 2008
Juris Southeast September 1994 - May 2006
Matthew Bender January 1989 - August 1994
The Southwestern Company May 1982 - August 1984
Skills
Life Insurance, Business Strategy, Valuation, Strategic Planning, Tax, Business, Asset Protection, Succession Planning, Business Development, Mergers & Acquisitions
Education
University of Florida 1980 — 1985
Bachelor of Science (BS), Food Science and Human Nutrition
Nova High School 1976 — 1979
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Freedom Business Advisors July 2008 - Present
Lion Street September 2014 - Present
Freedom Wealth Advisors August 2012 - Present
Udell Associates August 2006 - June 2008
Juris Southeast September 1994 - May 2006
Matthew Bender January 1989 - August 1994
The Southwestern Company May 1982 - August 1984
Skills
Life Insurance, Business Strategy, Valuation, Strategic Planning, Tax, Business, Asset Protection, Succession Planning, Business Development, Mergers & Acquisitions
Education
University of Florida 1980 — 1985
Bachelor of Science (BS), Food Science and Human Nutrition
Nova High School 1976 — 1979
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
John B. Hitchcock's Lion Street Experience January 2015 - Present
Job Sales Vice President at Lion Street
Industry Insurance
Experience
Lion Street January 2015 - Present
Lincoln Financial Group January 2011 - June 2014
Crump Insurance Services July 2004 - December 2010
Manu Life 1990 - 2000
Penn Mutual 1990 - 1998
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Sales, Long-term Care, Financial Services, Management, Retirement, Retirement Planning, Universal Life, Long Term Care Insurance, Series 6, Series 63, 401k, Indexed Annuities, Medical Underwriting, Underwriting, Leadership, Employee Benefits, Health Insurance
Education
Sacramento City College 1982 — 1984
Associate of Arts (AA), Criminal Justice/Police Science
Lion Street January 2015 - Present
Lincoln Financial Group January 2011 - June 2014
Crump Insurance Services July 2004 - December 2010
Manu Life 1990 - 2000
Penn Mutual 1990 - 1998
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Sales, Long-term Care, Financial Services, Management, Retirement, Retirement Planning, Universal Life, Long Term Care Insurance, Series 6, Series 63, 401k, Indexed Annuities, Medical Underwriting, Underwriting, Leadership, Employee Benefits, Health Insurance
Education
Sacramento City College 1982 — 1984
Associate of Arts (AA), Criminal Justice/Police Science
Lesley Martin del Campo Lesley Martin del Campo's Lion Street Experience February 2013 - November 2013
Job Software Engineer at PROS
Industry Computer Software
Experience
PROS March 2014 - Present
MakerSquare November 2013 - January 2014
Lion Street February 2013 - November 2013
Self-Employed December 2012 - November 2013
L3 Leadership Legacy Life November 2009 - November 2012
Armenian Assembly of America July 2007 - June 2009
Skills
Git, Software Development, Clojure, JavaScript, Event Planning, Web Development, HTML, CSS, jQuery, Github, Web Design, Ruby on Rails, Ruby, International Relations, Social Media, Strategic Planning, Research, WordPress, Fundraising, Social Networking
Education
MakerSquare 2013 — 2014
Computer Science
Macquarie University - Graduate School 2006 — 2006
MA, International Relations
Texas Tech University - Rawls College of Business 2000 — 2003
BBA, International Business
PROS March 2014 - Present
MakerSquare November 2013 - January 2014
Lion Street February 2013 - November 2013
Self-Employed December 2012 - November 2013
L3 Leadership Legacy Life November 2009 - November 2012
Armenian Assembly of America July 2007 - June 2009
Skills
Git, Software Development, Clojure, JavaScript, Event Planning, Web Development, HTML, CSS, jQuery, Github, Web Design, Ruby on Rails, Ruby, International Relations, Social Media, Strategic Planning, Research, WordPress, Fundraising, Social Networking
Education
MakerSquare 2013 — 2014
Computer Science
Macquarie University - Graduate School 2006 — 2006
MA, International Relations
Texas Tech University - Rawls College of Business 2000 — 2003
BBA, International Business
Jeremy Borst Jeremy Borst's Lion Street Experience July 2011 - Present
Job Financial Analyst at American Campus Communities
Industry Real Estate
Experience
American Campus Communities August 2014 - Present
Lion Street July 2011 - Present
REIT Management & Research November 2012 - August 2014
Nationwide Service Group September 2010 - November 2012
James E. Borst & Associates November 2009 - April 2010
Haines & Company, Certified Public Accountants June 2009 - August 2009
Skills
Financial Analysis, Financial Statement..., Financial Statements, Pivot Tables, General Ledger, Cash Management, Bank Reconciliation, Financial Reporting, Account Reconciliation, Journal Entries, Macros, V Lookups
Education
State University of New York College at Fredonia 2006 — 2009
Bachelors of Science, Accounting
West Virgina University 2005 — 2006
Sport Management
American Campus Communities August 2014 - Present
Lion Street July 2011 - Present
REIT Management & Research November 2012 - August 2014
Nationwide Service Group September 2010 - November 2012
James E. Borst & Associates November 2009 - April 2010
Haines & Company, Certified Public Accountants June 2009 - August 2009
Skills
Financial Analysis, Financial Statement..., Financial Statements, Pivot Tables, General Ledger, Cash Management, Bank Reconciliation, Financial Reporting, Account Reconciliation, Journal Entries, Macros, V Lookups
Education
State University of New York College at Fredonia 2006 — 2009
Bachelors of Science, Accounting
West Virgina University 2005 — 2006
Sport Management
Noah B. Rosenfarb, CPA Noah B. Rosenfarb, CPA's Lion Street Experience September 2014 - Present
Job Tax, Estate and Financial Planner for Entrepreneurs
Industry Financial Services
Experience
Freedom Business Advisors August 2012 - Present
Freedom Wealth Advisors April 2007 - Present
Lion Street September 2014 - Present
Freedom Divorce Advisors (sold to AEPG Wealth Management) April 2007 - May 2014
RosenfarbWinters (sold to Marcum) July 1998 - March 2007
Education
Entrepreneurs Organization
Peer group learning and continuing education courses
Soul Purpose Institute 2011 — 2013
Money Quotient 2010 — 2011
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Accounting, Minor in Philosophy
Semester at Sea
Westfield High School
Freedom Business Advisors August 2012 - Present
Freedom Wealth Advisors April 2007 - Present
Lion Street September 2014 - Present
Freedom Divorce Advisors (sold to AEPG Wealth Management) April 2007 - May 2014
RosenfarbWinters (sold to Marcum) July 1998 - March 2007
Education
Entrepreneurs Organization
Peer group learning and continuing education courses
Soul Purpose Institute 2011 — 2013
Money Quotient 2010 — 2011
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Accounting, Minor in Philosophy
Semester at Sea
Westfield High School
Carie Fielding, MBA Carie Fielding, MBA's Lion Street Experience April 2014 - May 2015
Job Marketing Contractor at Randstad Sourceright
Industry Financial Services
Experience
Randstad Sourceright July 2015 - Present
Lion Street April 2014 - May 2015
Prudential Financial January 2013 - March 2014
The Hartford February 2011 - January 2013
The Hartford March 2010 - February 2011
The Hartford July 2007 - May 2010
MetLife 2005 - 2007
Skills
Marketing Strategy, Marketing Communications, Online Marketing, Project Planning, Copywriting, Strategic Planning, Change Management, Marketing, Sales, Product Management, Program Management, Leadership, Management, CRM, Insurance
Education
University of Hartford 2010 — 2012
MBA
Central Connecticut State University 2000 — 2004
B.S., Marketing
Randstad Sourceright July 2015 - Present
Lion Street April 2014 - May 2015
Prudential Financial January 2013 - March 2014
The Hartford February 2011 - January 2013
The Hartford March 2010 - February 2011
The Hartford July 2007 - May 2010
MetLife 2005 - 2007
Skills
Marketing Strategy, Marketing Communications, Online Marketing, Project Planning, Copywriting, Strategic Planning, Change Management, Marketing, Sales, Product Management, Program Management, Leadership, Management, CRM, Insurance
Education
University of Hartford 2010 — 2012
MBA
Central Connecticut State University 2000 — 2004
B.S., Marketing
Dan A. Murphy, CLU's Lion Street Experience January 2015 - Present
Job Sales Vice President at Lion Street
Industry Financial Services
Experience
Lion Street January 2015 - Present
Lion Street June 2012 - Present
JCC - Greater New Haven July 2015 - Present
The Hartford July 2011 - June 2012
Prudential Annuities April 2010 - July 2011
Great Lakes Financial Advisors Group February 2008 - March 2010
Skills
Competent Communicator,..., Series 6, Series 63, Life Insurance, Variable Annuities, Indexed Annuities, Fixed Annuities, Toastmasters, Building Relationships, Public Speaking, CLU, Retirement, Strategic Financial..., Financial Services, Sales, Insurance, Financial Advisory, Financial Planning, Wealth Management, Long-term Care, Retirement Planning, Mutual Funds, Finance, Investments, 401k, Estate Planning
Education
Rhode Island College
Bachelor of Science (BSc), Psychology / Minor, Public & Professional Communications
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Lion Street January 2015 - Present
Lion Street June 2012 - Present
JCC - Greater New Haven July 2015 - Present
The Hartford July 2011 - June 2012
Prudential Annuities April 2010 - July 2011
Great Lakes Financial Advisors Group February 2008 - March 2010
Skills
Competent Communicator,..., Series 6, Series 63, Life Insurance, Variable Annuities, Indexed Annuities, Fixed Annuities, Toastmasters, Building Relationships, Public Speaking, CLU, Retirement, Strategic Financial..., Financial Services, Sales, Insurance, Financial Advisory, Financial Planning, Wealth Management, Long-term Care, Retirement Planning, Mutual Funds, Finance, Investments, 401k, Estate Planning
Education
Rhode Island College
Bachelor of Science (BSc), Psychology / Minor, Public & Professional Communications
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Aaron Hellman Aaron Hellman's Lion Street Experience January 2012 - May 2013
Job Business Development Analyst at Jobs2Careers
Industry Information Technology and Services
Experience
Jobs2Careers May 2014 - Present
3M June 2013 - May 2014
Lion Street January 2012 - May 2013
Alpha Epsilon Pi - Gamma Deuteron Chapter May 2011 - May 2013
Skills
Data Analysis, Microsoft Excel, Microsoft Office, VBA, MySQL, Data Mining, Leadership, Finance, Java, Programming, Access, Google Analytics, Computer Hardware, Entrepreneurship, Microsoft SQL Server, Salesforce.com, Analytics, Autodesk Software, 3D Modeling, Computer Proficiency, Revit, Account Management, Management, Microsoft Word, Adsense
Education
The University of Texas at Austin 2009 — 2013
Bachelor's of Science
Jobs2Careers May 2014 - Present
3M June 2013 - May 2014
Lion Street January 2012 - May 2013
Alpha Epsilon Pi - Gamma Deuteron Chapter May 2011 - May 2013
Skills
Data Analysis, Microsoft Excel, Microsoft Office, VBA, MySQL, Data Mining, Leadership, Finance, Java, Programming, Access, Google Analytics, Computer Hardware, Entrepreneurship, Microsoft SQL Server, Salesforce.com, Analytics, Autodesk Software, 3D Modeling, Computer Proficiency, Revit, Account Management, Management, Microsoft Word, Adsense
Education
The University of Texas at Austin 2009 — 2013
Bachelor's of Science
Bob Primmer Bob Primmer's Lion Street Experience November 2013 - May 2014
Job Senior Distribution Executive; Life & Employee Benefits
Industry Financial Services
Experience
Lion Street November 2013 - May 2014
Prudential Financial January 2013 - July 2013
The Hartford August 2009 - January 2013
REP Strategies, LLC July 2006 - August 2009
Phoenix Life Insurance Company 1994 - 2006
Phoenix Life Insurance Company 1986 - 1994
Phoenix Life Insurance Company 1982 - 1986
Unum July 1981 - September 1982
Skills
Insurance, Life Insurance, Financial Services, FINRA, Health Insurance, Securities, Employee Benefits, Relationship Management, Whole Life, Leadership, Sales Management, Team Building, Process Improvement, Sales, Management, Executive Management, Vendor Management, IRAs, Financial Planners, Brokers, Strategy, Reinsurance, Wealth, Series 7, Financial Advisory, Risk Management, Mentoring, Strategic Sales
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Marketing
Lion Street November 2013 - May 2014
Prudential Financial January 2013 - July 2013
The Hartford August 2009 - January 2013
REP Strategies, LLC July 2006 - August 2009
Phoenix Life Insurance Company 1994 - 2006
Phoenix Life Insurance Company 1986 - 1994
Phoenix Life Insurance Company 1982 - 1986
Unum July 1981 - September 1982
Skills
Insurance, Life Insurance, Financial Services, FINRA, Health Insurance, Securities, Employee Benefits, Relationship Management, Whole Life, Leadership, Sales Management, Team Building, Process Improvement, Sales, Management, Executive Management, Vendor Management, IRAs, Financial Planners, Brokers, Strategy, Reinsurance, Wealth, Series 7, Financial Advisory, Risk Management, Mentoring, Strategic Sales
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Marketing
Royce Imhoff's Lion Street Experience October 2010 - Present
Job Managing Director/Consultant at Lion Street
Industry Financial Services
Experience
Lion Street October 2010 - Present
AIG American General 2005 - 2009
Education
Rollins College 1977 — 1980
BA, Business
Lion Street October 2010 - Present
AIG American General 2005 - 2009
Education
Rollins College 1977 — 1980
BA, Business
Kari Gillenwater's Lion Street Experience August 2014 - Present
Job Owner at Gillenwater Consulting
Industry Marketing and Advertising
Experience
Lion Street August 2014 - Present
Gillenwater Consulting January 2010 - Present
Executive Director for the McGehee Group Study Group 2005 - Present
Hebets & Maguire, LLC January 2006 - June 2010
NFP 2005 - 2009
Legacy Capital Group 2005 - 2007
Skills
Strategy, Sales, Marketing Strategy, Marketing, Entrepreneurship, Marketing Communications, Strategic Planning, Business Development, Program Development, Web Design, Team Building, B2B, Business Strategy
Education
University of Arkansas at Fayetteville 1986 — 1989
Journalism/ Advertising and PR
Lion Street August 2014 - Present
Gillenwater Consulting January 2010 - Present
Executive Director for the McGehee Group Study Group 2005 - Present
Hebets & Maguire, LLC January 2006 - June 2010
NFP 2005 - 2009
Legacy Capital Group 2005 - 2007
Skills
Strategy, Sales, Marketing Strategy, Marketing, Entrepreneurship, Marketing Communications, Strategic Planning, Business Development, Program Development, Web Design, Team Building, B2B, Business Strategy
Education
University of Arkansas at Fayetteville 1986 — 1989
Journalism/ Advertising and PR
John Conti John Conti's Lion Street Experience July 2015 - Present
Job VP, Firm Services at Lion Street
Industry Insurance
Experience
Lion Street July 2015 - Present
NFP Life 2010 - 2015
NFP 2007 - 2010
National Financial Partners 2006 - 2007
National Financial Partners 2003 - 2006
National Financial Partners 2001 - 2003
Skills
Training, Instructional Design, Program Management, Vendor Management, Coaching, Project Management, Strategic Planning, Analytics, Process Improvement, Marketing Strategy, Insurance, Management, Team Building, Leadership, Marketing, Employee Benefits, Financial Services, Life Insurance
Education
Creighton University
BSBA, Management Information Systems
Creighton University
Lion Street July 2015 - Present
NFP Life 2010 - 2015
NFP 2007 - 2010
National Financial Partners 2006 - 2007
National Financial Partners 2003 - 2006
National Financial Partners 2001 - 2003
Skills
Training, Instructional Design, Program Management, Vendor Management, Coaching, Project Management, Strategic Planning, Analytics, Process Improvement, Marketing Strategy, Insurance, Management, Team Building, Leadership, Marketing, Employee Benefits, Financial Services, Life Insurance
Education
Creighton University
BSBA, Management Information Systems
Creighton University
Ross Yudkin Ross Yudkin's Lion Street Experience March 2012 - April 2013
Job Analyst, Special Situations Group at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Integra Financial & Economic Consulting August 2013 - May 2014
Newfield Exploration May 2013 - August 2013
Lion Street March 2012 - April 2013
Target June 2012 - August 2012
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Finance
St. Mark's School of Texas 2002 — 2011
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Integra Financial & Economic Consulting August 2013 - May 2014
Newfield Exploration May 2013 - August 2013
Lion Street March 2012 - April 2013
Target June 2012 - August 2012
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Finance
St. Mark's School of Texas 2002 — 2011
Brian Bonifant Brian Bonifant's Lion Street Experience August 2011 - Present
Job Senior Vice President Sales at Lion Street
Industry Financial Services
Experience
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
William Knox William Knox's Lion Street Experience August 2015 - Present
Job Operations Specialist at Lion Street
Industry Financial Services
Experience
Lion Street August 2015 - Present
NFP Advisor Services March 2015 - August 2015
NFP February 2014 - March 2015
National Financial Partners February 2012 - February 2014
College Baseball Daily February 2008 - February 2013
Texas Historical Commission April 2011 - December 2011
Data Recognition Corporation April 2010 - November 2010
McKinney Marshals May 2010 - August 2010
Coppell/North Texas Copperheads May 2009 - August 2010
Skills
Nonprofits, Media Relations, Employee Training, Social Media, Public Speaking, Databases, Microsoft Office, Event Planning, Strategic Planning, Public Relations, Social Media Marketing, Project Management, Fundraising, Marketing Communications, Facebook, Editing, Blogging
Education
Texas Tech University 2003 — 2009
Bachelor's, History, Mass Communications
Lion Street August 2015 - Present
NFP Advisor Services March 2015 - August 2015
NFP February 2014 - March 2015
National Financial Partners February 2012 - February 2014
College Baseball Daily February 2008 - February 2013
Texas Historical Commission April 2011 - December 2011
Data Recognition Corporation April 2010 - November 2010
McKinney Marshals May 2010 - August 2010
Coppell/North Texas Copperheads May 2009 - August 2010
Skills
Nonprofits, Media Relations, Employee Training, Social Media, Public Speaking, Databases, Microsoft Office, Event Planning, Strategic Planning, Public Relations, Social Media Marketing, Project Management, Fundraising, Marketing Communications, Facebook, Editing, Blogging
Education
Texas Tech University 2003 — 2009
Bachelor's, History, Mass Communications
Tal Barazani Tal Barazani's Lion Street Experience April 2015 - August 2015
Job Student at McCombs School of Business at The University Of Texas at Austin
Industry
Experience
Lion Street April 2015 - August 2015
Metis Asset Management LLC. January 2015 - April 2015
Hillel & Chabad on Campus December 2013 - September 2014
Skills
Computer Science, Communication, Debate, Marketing Strategy, Marketing, Leadership, Entrepreneurship, Management, Microsoft Excel, Social Media, Research, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2017
Bachelor's Degree, Accounting and Finance
The University of Texas at Dallas 2013 — 2014
Bachelor's Degree, Finance
Plano West Senior High School 2009 — 2013
Lion Street April 2015 - August 2015
Metis Asset Management LLC. January 2015 - April 2015
Hillel & Chabad on Campus December 2013 - September 2014
Skills
Computer Science, Communication, Debate, Marketing Strategy, Marketing, Leadership, Entrepreneurship, Management, Microsoft Excel, Social Media, Research, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2017
Bachelor's Degree, Accounting and Finance
The University of Texas at Dallas 2013 — 2014
Bachelor's Degree, Finance
Plano West Senior High School 2009 — 2013
Mike Forsythe Mike Forsythe's Lion Street Experience 2010 - 2012
Job CFO at Innovative Aftermarket Systems
Industry Financial Services
Experience
Innovative Aftermarket Systems October 2012 - Present
Lion Street 2010 - 2012
National Financial Partners 2005 - 2010
National Financial Partners 2001 - 2005
Premieant 1993 - 2001
Ernst & Young 1988 - 1993
Skills
Finance, Insurance, Financial Planning, Management, Securities, Strategic Planning, Mergers & Acquisitions, Financial Services, Financial Analysis, Risk Management, Incentive Compensation, Acquisition Integration, Agent Distribution..., Accounting, Due Diligence, Wealth Management, SEC filings, FINRA, Series 7, Estate Planning, Strategic Financial..., Series 24, NFP, Series 63, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Financial Modeling, Executive Management, Sarbanes-Oxley Act
Education
The University of Texas at Austin 1983 — 1988
Master of Professional Accounting
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (BBA)
Innovative Aftermarket Systems October 2012 - Present
Lion Street 2010 - 2012
National Financial Partners 2005 - 2010
National Financial Partners 2001 - 2005
Premieant 1993 - 2001
Ernst & Young 1988 - 1993
Skills
Finance, Insurance, Financial Planning, Management, Securities, Strategic Planning, Mergers & Acquisitions, Financial Services, Financial Analysis, Risk Management, Incentive Compensation, Acquisition Integration, Agent Distribution..., Accounting, Due Diligence, Wealth Management, SEC filings, FINRA, Series 7, Estate Planning, Strategic Financial..., Series 24, NFP, Series 63, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Financial Modeling, Executive Management, Sarbanes-Oxley Act
Education
The University of Texas at Austin 1983 — 1988
Master of Professional Accounting
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (BBA)
Gary J. Wilberg's Lion Street Experience 2011 - 2014
Job Helping you Value People, Improve Earnings and Protect Assets
Industry Financial Services
Experience
Izale Financial Group April 2013 - Present
Lion Street 2011 - 2014
Northwestern Mutual Financial Network June 2007 - April 2013
The Herman Draack Co. 1998 - 2006
Voice-Tel of California 1990 - 1998
Electronic Form Systems, Inc. 1982 - 1998
Skills
Retirement Planning, Insurance, Sales, Recruiting, Human Resources, Business Intelligence, Customer Service, Fixed Annuities, Retirement, Series 7, Financial Analysis, Series 63, Strategic Planning, Leadership, Management, Employee Benefits, Investments, Strategic Financial..., Selling, Long-term Care, Estate Planning, Banking, Disability Insurance, Business Planning, Networking, Marketing, Life Insurance, 401k
Education
University of Missouri-Columbia 1975 — 1979
BSBA, Finance & Marketing
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Marketing & Ecomomics
Izale Financial Group April 2013 - Present
Lion Street 2011 - 2014
Northwestern Mutual Financial Network June 2007 - April 2013
The Herman Draack Co. 1998 - 2006
Voice-Tel of California 1990 - 1998
Electronic Form Systems, Inc. 1982 - 1998
Skills
Retirement Planning, Insurance, Sales, Recruiting, Human Resources, Business Intelligence, Customer Service, Fixed Annuities, Retirement, Series 7, Financial Analysis, Series 63, Strategic Planning, Leadership, Management, Employee Benefits, Investments, Strategic Financial..., Selling, Long-term Care, Estate Planning, Banking, Disability Insurance, Business Planning, Networking, Marketing, Life Insurance, 401k
Education
University of Missouri-Columbia 1975 — 1979
BSBA, Finance & Marketing
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Marketing & Ecomomics
Bill Thurston's Lion Street Experience 2011 - Present
Job President and Chief Revenue Officer of MultiLife at Lion Street
Industry Insurance
Experience
Lion Street 2011 - Present
Velocity Consulting Group LLC 2008 - 2011
Benefit Advisors Network 2008 - 2011
MGIS 2004 - 2009
NFP 1999 - 2004
New England Finaicial July 1997 - January 1999
Paul Revere Insurance Group 1993 - 1997
Unum 1989 - 1993
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Planning, Leadership, Estate Planning, Management, Employee Benefits, Financial Advisory, Retirement Planning, Retirement, Pensions, Management Consulting, Sales, Fixed Annuities, Series 63, Long-term Care, Financial Services
Education
Norwich University 1983 — 1987
BS, Education
Lion Street 2011 - Present
Velocity Consulting Group LLC 2008 - 2011
Benefit Advisors Network 2008 - 2011
MGIS 2004 - 2009
NFP 1999 - 2004
New England Finaicial July 1997 - January 1999
Paul Revere Insurance Group 1993 - 1997
Unum 1989 - 1993
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Planning, Leadership, Estate Planning, Management, Employee Benefits, Financial Advisory, Retirement Planning, Retirement, Pensions, Management Consulting, Sales, Fixed Annuities, Series 63, Long-term Care, Financial Services
Education
Norwich University 1983 — 1987
BS, Education
James Joyce, CFP's Lion Street Experience August 2010 - Present
Job Senior Vice President, Sales & Marketing
Industry Insurance
Experience
Lion Street August 2010 - Present
Sterling Bridge Insurance Partners, LLC March 2009 - August 2010
Life Insurance Concepts/Cambridge Financing Company 2008 - 2009
National Financial Partners January 2005 - June 2008
JJ Ventures January 2001 - January 2005
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance/Financial Services & Planning
Lion Street August 2010 - Present
Sterling Bridge Insurance Partners, LLC March 2009 - August 2010
Life Insurance Concepts/Cambridge Financing Company 2008 - 2009
National Financial Partners January 2005 - June 2008
JJ Ventures January 2001 - January 2005
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance/Financial Services & Planning
Guy Baker, CFP, MSFS, MSM, MBA Guy Baker, CFP, MSFS, MSM, MBA's Lion Street Experience 2010 - Present
Job
Industry Financial Services
Experience
Wealth Teams Solutions, LLC April 1992 - Present
BTA Advisory Group June 1986 - Present
Insight Wealth Solutions August 2013 - Present
Alexander Beard USA January 2012 - Present
BMI Consulting January 1992 - Present
Lion Street 2010 - Present
The Barnabas Group 2005 - Present
Skills
Estate Planning, Retirement Planning, Succession Planning, Investment Management, Wealth, Wealth Management..., Finance, Management, Wealth Management, Life Insurance, Strategic Financial..., Retirement, Investments, Financial Advisory, Insurance, Employee Benefits, Wealth Accumulation, Small Business, Portfolio Management, Financial Planners, Income Protection, Financial Services, High Net Worth..., Disability Insurance, Asset Management, Investment Advisory, Mutual Funds, Investment Strategies, Leadership, Fixed Annuities, Pensions, IRAs, 401k, Asset Allocation, Personal Finance, Personal Financial..., Inheritance Tax Planning, Trusts, Long-term Care, Estate Tax Planning, Business Planning, Critical Illness, Strategy, Series 7, Securities, Term Life Insurance, Series 65, Series 63, Alternative Investments, ETFs
Education
American College Bryn Mawr 2013 — 2015
A PhD studeht in Financial and Retirement Planning
The American College in Bryn Mawr, Penn 1981 — 1983
MSFS Masters in Financial Services; MSM in Management
University of Southern California - Marshall School of Business 1967 — 1968
MBA - Masters in Business Administration
Claremont McKenna College 1963 — 1967
BS
Wealth Teams Solutions, LLC April 1992 - Present
BTA Advisory Group June 1986 - Present
Insight Wealth Solutions August 2013 - Present
Alexander Beard USA January 2012 - Present
BMI Consulting January 1992 - Present
Lion Street 2010 - Present
The Barnabas Group 2005 - Present
Skills
Estate Planning, Retirement Planning, Succession Planning, Investment Management, Wealth, Wealth Management..., Finance, Management, Wealth Management, Life Insurance, Strategic Financial..., Retirement, Investments, Financial Advisory, Insurance, Employee Benefits, Wealth Accumulation, Small Business, Portfolio Management, Financial Planners, Income Protection, Financial Services, High Net Worth..., Disability Insurance, Asset Management, Investment Advisory, Mutual Funds, Investment Strategies, Leadership, Fixed Annuities, Pensions, IRAs, 401k, Asset Allocation, Personal Finance, Personal Financial..., Inheritance Tax Planning, Trusts, Long-term Care, Estate Tax Planning, Business Planning, Critical Illness, Strategy, Series 7, Securities, Term Life Insurance, Series 65, Series 63, Alternative Investments, ETFs
Education
American College Bryn Mawr 2013 — 2015
A PhD studeht in Financial and Retirement Planning
The American College in Bryn Mawr, Penn 1981 — 1983
MSFS Masters in Financial Services; MSM in Management
University of Southern California - Marshall School of Business 1967 — 1968
MBA - Masters in Business Administration
Claremont McKenna College 1963 — 1967
BS
Aaron Lemoine Aaron Lemoine's Lion Street Experience April 2015 - Present
Job Case Manager at Lion Street
Industry Financial Services
Experience
Lion Street April 2015 - Present
Lion Street June 2014 - April 2015
National Financial Partners August 2012 - June 2014
Ajilon Finance Solutions April 2012 - August 2012
Safety-Kleen Systems September 2008 - January 2012
Skills
Life Insurance, Financial Services, Customer Service, Finance, Term Life Insurance, Permanent Life Insurance, Wealth Management..., Accounting, Multi Tasking, Filing, Outlook, PowerPoint, Microsoft Excel, Financial Accounting, Microsoft Office, Microsoft Word, SAP
Education
Lamar University 2009 — 2012
Accounting
Lion Street April 2015 - Present
Lion Street June 2014 - April 2015
National Financial Partners August 2012 - June 2014
Ajilon Finance Solutions April 2012 - August 2012
Safety-Kleen Systems September 2008 - January 2012
Skills
Life Insurance, Financial Services, Customer Service, Finance, Term Life Insurance, Permanent Life Insurance, Wealth Management..., Accounting, Multi Tasking, Filing, Outlook, PowerPoint, Microsoft Excel, Financial Accounting, Microsoft Office, Microsoft Word, SAP
Education
Lamar University 2009 — 2012
Accounting
Jay Marturano,CLU,ChFC,CIS,LUTCF's Lion Street Experience September 2014 - Present
Job Owner at Lion Street
Industry Financial Services
Experience
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Eric Swanson's Lion Street Experience April 2014 - Present
Job Firm Integration & Product Specialist at Lion Street
Industry Insurance
Experience
Lion Street April 2014 - Present
Lion Street March 2013 - Present
The Hartford September 2011 - March 2013
Minnesota Life July 2009 - September 2011
Allianz 2004 - 2009
Skills
Sales Skills Training, Consultative Selling, Building Relationships, Series 63, Series 6, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Variable Annuities, Insurance, Life & Health Insurance..., Investments, Strategic Financial..., Life Insurance, Securities, Financial Advisory, Financial Services, Selling, IRAs, Selling Skills, Long-term Care, Wealth Management, FINRA, Series 65, Long Term Care Insurance, Estate Planning
Education
Augsburg College 2004 — 2010
BA, Business Administration and Strategic Management
Normandale Community College 2003 — 2004
Associate of Arts, General Studies
Lion Street April 2014 - Present
Lion Street March 2013 - Present
The Hartford September 2011 - March 2013
Minnesota Life July 2009 - September 2011
Allianz 2004 - 2009
Skills
Sales Skills Training, Consultative Selling, Building Relationships, Series 63, Series 6, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Variable Annuities, Insurance, Life & Health Insurance..., Investments, Strategic Financial..., Life Insurance, Securities, Financial Advisory, Financial Services, Selling, IRAs, Selling Skills, Long-term Care, Wealth Management, FINRA, Series 65, Long Term Care Insurance, Estate Planning
Education
Augsburg College 2004 — 2010
BA, Business Administration and Strategic Management
Normandale Community College 2003 — 2004
Associate of Arts, General Studies
Christi Crump's Lion Street Experience May 2013 - Present
Job Lion Street Multi Life Design Center Operations
Industry Financial Services
Experience
Lion Street May 2013 - Present
Clark Consulting October 1994 - December 2012
Skills
Investment Strategies, SEC filings, Underwriting, Business Planning, Sales Operations, Mutual Funds, Executive Management, Investments, Insurance, Financial Services, Retirement, Executive Pay, Risk Management, Life Insurance, Mergers & Acquisitions, Strategic Financial..., Employee Benefits, Series 6, Financial Analysis, Defined Benefit, Asset Management
Education
The University of Texas at Dallas 1983 — 1985
Bachelor of Science in Business Administration, Behavioral Sciences
Lion Street May 2013 - Present
Clark Consulting October 1994 - December 2012
Skills
Investment Strategies, SEC filings, Underwriting, Business Planning, Sales Operations, Mutual Funds, Executive Management, Investments, Insurance, Financial Services, Retirement, Executive Pay, Risk Management, Life Insurance, Mergers & Acquisitions, Strategic Financial..., Employee Benefits, Series 6, Financial Analysis, Defined Benefit, Asset Management
Education
The University of Texas at Dallas 1983 — 1985
Bachelor of Science in Business Administration, Behavioral Sciences
Dave Janecek's Lion Street Experience V.P., OperationsPartnersFinancial/NFPJanuary 1991 - August 2010
Job V.P., Carrier Management at Lion Street
Industry Insurance
Experience
Lion Street V.P., OperationsPartnersFinancial/NFPJanuary 1991 - August 2010
Skills
Series 63
Education
The University of Texas at Austin 1978 — 1982
BBA, Business Management
Lion Street V.P., OperationsPartnersFinancial/NFPJanuary 1991 - August 2010
Skills
Series 63
Education
The University of Texas at Austin 1978 — 1982
BBA, Business Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO