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Dan Stanley brings more than 25 years of life insurance experience to Lion Street. Dan has run operations for several insurance carriers and distributors, with specific expertise in finding solutions to optimize the customer experience. Dan has held several key roles over the years: Vice President of Operations at Ash Brokerage, Vice President of Underwriting at Partners Financial, and Director of Operations at ING. In addition, Dan spent 5 years managing one of Lion Street’s most successful firms, IPS Advisors. This line of sight allows Dan to work closely with our firms in finding ways to improve our business model. Dan has the perfect combination of direct sales experience with high-net-worth clients, carrier underwriting and operations. Dan served in the Marine Corps for 6 years and enjoys golf, traveling, and spending time with family
Gwen Bundy is a seasoned life insurance professional with over 30 years of experience in various operational areas of the industry and more than 25 years specifically in new business and underwriting. Currently serving as a Case Manager at Lion Street since April 2023, Gwen effectively manages life insurance application submissions, reconciles pending requirements, and advocates for favorable underwriting decisions. Her career includes handling high-net-worth clients, negotiating with top-rated carriers, managing extensive case loads, and functioning as a liaison between agents and underwriters. Gwen has also led teams in customer service and premium collections, demonstrating her ability to train staff and maintain high production standards. Her extensive experience is complemented by a strong educational background, including designations from LOMA and the Academy of Life Underwriting.
