Bob Carter Location
- Austin, TX, US
Bob Carter Work
- 2010 - now Founder and CEO @
- now Co-Founder @
- now Co-Founder @
Bob Carter Education
- Howard Payne University
Bob Carter Skills
- Retirement
- Life Insurance
- Series 7
- Retirement Planning
- Fixed Annuities
- Insurance
- Estate Planning
- Strategic Financial Planning
- Wealth Management
- Investments
- Financial Planning
- Long-term Care
- Disability Insurance
- Financial Advisory
- Start-ups
- Employee Benefits
- Business Strategy
- Customer Service
- Management
- Leadership
- Research
- Strategic Partnerships
- Strategy
- Social Media
- Marketing
- Blogging
- Start Ups
- Long Term Care
Bob Carter Summary
- Bob Carter, based in Austin, TX, US, is currently a Founder and CEO at Lion Street. Bob Carter brings experience from previous roles at National Financial Partners and PartnersFinancial. Bob Carter holds a Howard Payne University. With a robust skill set that includes Retirement, Life Insurance, Series 7, Retirement Planning, Fixed Annuities and more. Bob Carter has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lion Street Employees
Bob Carter
Founder and CEO
Austin, TX, US
Royce Imhoff
Managing Director and Consultant
Austin, TX, US
Brian Bonifant
Senior Vice President Sales
Texas, United States
Michael Fontanini
Vice President, Advanced Sales and Design
Austin, TX, US
Scott Weber
Vice President
Austin, TX, US
Ryan Vanstone
Director of IT Operations
Austin, TX, US
Karla Kirk
Vice President of Firm Selection
Washington, DC, US
Matt Veatch
VP, Corporate and Business Solutions
Austin, TX, US
Simon Owen
Senior Vice President at Lion Street Private Client Group
La Cañada Flintridge, CA, US
David Herrig
Senior Vice President, Firm Development
Alpharetta, GA, US
Meagan Dean
VP, Finance
Austin, TX, US
Chris Merla
Chief Operations Officer
Austin, TX, US
Matt Workman
Senior Vice President
Phoenix, AZ, US
Alyssa McIntyre
Director of Meetings and Events
Austin, TX, US
James Joyce
Chief Operating Officer
Austin, TX, US
Jon Denote
Senior Vice President, Firm Development
New York, NY, US
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