Jon Denote
About Jon Denote
Jon Denote is the Senior Vice President of Firm Development at Lion Street, where he has worked since 2022. He specializes in wealth transfer and estate planning for high-net-worth clients and has extensive experience in underwriting and business development.
Work at Lion Street
Jon Denote has been serving as the Senior Vice President of Firm Development at Lion Street since 2022. In this role, he operates within the New York City Metropolitan Area, focusing on the development and growth of the firm. His responsibilities include leveraging his expertise in wealth transfer and estate planning to support high-net-worth clients.
Education and Expertise
Jon Denote earned a Bachelor of Science degree in Business Administration and Marketing from the University of North Carolina at Greensboro, completing his studies from 2002 to 2006. He holds the Chartered Life Underwriter designation from The American College of Financial Services, which demonstrates his specialized knowledge in life insurance and financial planning. Additionally, he possesses FINRA Series 6 and 63 licenses.
Background
Jon Denote began his career as an underwriter at AXA, where he developed a strong foundation in underwriting practices. He worked at AXA US in various capacities, including Senior Life Underwriter and Regional Sales Associate, before transitioning to Equitable as Director and Regional Vice President. His extensive experience spans over fifteen years in the financial services industry, with a focus on business development and executive benefits.
Achievements
Throughout his career, Jon Denote has consistently met or exceeded sales goals in his roles. His expertise in large case markets and premium financing highlights his capability to handle complex financial solutions for clients. His tenure at AXA and Equitable involved holding various leadership positions, contributing to his comprehensive understanding of the insurance and financial planning sectors.