Jon Denote, Clu
About Jon Denote, Clu
Jon Denote serves as the Senior Vice President of Firm Development at Lion Street, bringing over fifteen years of experience in the insurance industry. He has held various leadership roles at Equitable and AXA US, focusing on business development, underwriting, and executive benefits.
Current Role at Lion Street
Jon Denote serves as the Senior Vice President of Firm Development at Lion Street. He has been in this position since 2022, contributing to the company's growth and development strategies within the New York City Metropolitan Area. His role involves leveraging his extensive experience in the insurance industry to enhance firm operations and client services.
Previous Experience at Equitable
Before joining Lion Street, Jon Denote worked at Equitable for eleven years, where he held the position of Director and Regional Vice President of Sales. His tenure at Equitable allowed him to develop strong business development skills and a deep understanding of the insurance market. He played a key role in driving sales and managing regional operations in the Greater New York City Area.
Background in Insurance Industry
Jon Denote has a comprehensive background in the insurance industry, beginning his career as an underwriter with AXA. He held various roles at AXA US, including Senior Life Underwriter and Director, Regional Vice President. His experience spans over fifteen years, during which he has developed specialized skills in executive benefits, premium financing, wealth transfer, and estate planning.
Education and Professional Designations
Jon Denote earned a Bachelor of Science degree in Business Administration and Marketing from the University of North Carolina at Greensboro, graduating in 2006. He holds the Chartered Life Underwriter designation from The American College of Financial Services. Additionally, he possesses FINRA Series 6 and 63 licenses, which further enhance his qualifications in the financial services sector.
Career Progression and Skills
Throughout his career, Jon Denote has held multiple roles that have contributed to his expertise in the insurance field. His positions included Regional Sales Associate and Life Internal Wholesaler at AXA US. His unique combination of underwriting experience and business development acumen positions him as a knowledgeable professional in large case markets.