Michael Ori

Michael Ori

As Vice President of Corporate & Business Solutions for Lion Street, Michael’s focus is on the business market space where he specializes in designing, implementing and auditing strategies involving business succession, executive benefits and asset/liability management utilizing life insurance.

Michael spent the first 10 years of his career at a nationally recognized executive benefits consulting firm where he led the design and analytics team. His responsibilities included designing strategies that utilize corporate owned, bank owned and insurance company owned life insurance, administrating non-qualified deferred compensation plans, and marketing to prospects ranging from small privately held companies to fortune 500 corporations.

Prior to joining Lion Street, Michael worked for Nationwide Financial, an industry leader in the corporate insurance space, where he focused on driving the distribution of corporate owned life insurance products.

Michael holds a BS with honors in finance from the University of Florida and is a registered representative of Lion Street Financial, where he holds his series 6, 63, and life insurance licenses.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. 

FINRA website: http://www.finra.org/
BrokerCheck: http://brokercheck.finra.org/

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