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Joe Schlesser
Underwriting Consultant at Lion Street
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Work Experience
Underwriting Consultant
Feb 2020 - Present · 4 years and 10 months
socal underwriting services
President
Oct 2017 - Present · 7 years and 2 months
elevation underwriting services
Underwriting Consultant
Feb 2017 - Oct 2017 · 8 months
Company Details
51-200 Employees
Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate clients. Each Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. Lion Street headquarters are located in Austin, Texas, with over 100 employees that support our Firms by providing the intellectual capital and resources needed to grow each Firm. Securities, including variable products, offered through Lion Street Financial, LLC, member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies of Lion Street, Inc., and none provide tax or legal advice. This information is not a recommendation to purchase any product or service. Investors should discuss their specific situation with their financial professional.
Year Founded
2010
Social Media
LinkedinTwitter
Industry
Financial Services, General Insurance Services
HQ Location
515 Congress Ave. Ste. 2500 Austin, TX 78701, US
Keywords
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