Lion Street, Inc. is a privately held national financial services distribution company basedin Austin, Texas. With proprietary resources, unparalleled direct access to top-ratedcarriers, strategic alliances with key industry specialists, and group buying leverage, LionStreet provides elite Advisors the powerful platform they need to serve theirsophisticated clients. A fundamental difference in Lion Street’s structure is that everyadvisor is an Owner. Together, Lion Street’s Advisor-Owners are strongly committed tobuilding a fiercely independent, yet highly collaborative network of professionalsdedicated to serving their high-net worth and corporate clients. Strategically comprisedof 120 firms who have built successful financial advisory practices across the nation, LionStreet’s Advisor-Owners specialize in Wealth Transfer, Wealth Management andExecutive Benefits. To learn more about Lion Street, visit www.lionstreet.com.

Manage all aspects of the member services team including management of the internal sales support team, training, marketing & communications, sales & rewards trips and social media.· Developed new criteria and goals for sales rewards trip which led to company savings of $800,000 dollars.· Increased readership of marketing emails by over 50% by implementing new newsletter communications.- Achieved satisfaction rating of more than 90% on all courses taught with outstanding management of department. - Introduced professional development courses such as time management and presentation skills, to the curriculum.

Manage and support training team that is responsible for delivering training curriculum to firms nationwide. Orchestrate blended learning approach that involves classroom events and online training. Coordinate marketing and execution of all classroom and online training events to more than 3,000 learners. Oversee training management team consisting of e-Learning Manager, Life Insurance Training Manager, and Benefits Training Manager. Work in cooperation with senior management to ensure all developed curriculums meet or exceed corporate initiatives. - Selected to present case study at the Training Magazine Conference, 2011. - Saved company $100,000 by reducing classroom training events and increasing online e-Learning courses. - Congregated all internal departments into one collective e-Learning environment to improve performance. - Spearheaded online Learning Management System and oversaw responsibility of maintaining vendor relationship, building the curriculum, and assisting with design of system content. - Designed training modules for a CD insert in the book “Life Insurance: How to Use It to Your Clients Advantage.”

Designed and delivered curriculums for ongoing classroom training events for 200 attendees annually. Created content for employee development programs that included presentation skills, time management, and client services. Developed end-to-end research and design process for all training deliverables. Managed the creative direction of e-Learning designers and training managers. Developed training procedures, protocols, and systems to ensure all goals and appropriate outcomes were achieved. Identified training needs and collaborated with executives to establish training priorities. - Boosted attendance at national Key Staffing Training conference 40% in three years by improving the conference agenda and course curriculum and increasing event marketing. - Cited as a case study in “Managing the Training Function” by Jeanne Barbazette, 2007.

Served as sole manager in charge of designing and delivering classroom training events. Directed key staff conference with 300 attendees; oversaw development of content and all logistics for event. Delivered training content in classroom settings with up to 25 students. Managed all aspects of training including identifying and assessing needs; developing, planning, and delivering training; and evaluating curriculum and execution of training. - Introduced online learning to company; designed content for e-Learning environment using various content authoring tools. - Founded National Financial Partners chapter of Toastmasters International and served in position of President.

Pioneered onboarding training process for new firms. Traveled extensively to all firms across United States to provide hands-on individual training to office personnel. Developed onboarding training tools and resources and created curriculums to guide new firms to get them up to speed. - Enhanced productivity and increased bottom-line results with development of exceptional training process for new firms.