Lisette Nelson Email & Phone Number
Director of Operations @ Planning Alternatives
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Lisette Nelson Location
- Detroit, MI, US
Lisette Nelson Work
- Director of Operations @ (May 2024 - Present)
- Vice President Investment Operations @ (March 2023 - May 2024)
- Director Of Client Services @ (June 2021 - November 2022)
- Portfolio Administrator @ (July 2017 - June 2021)
- Client Service Manager @ (October 2016 - July 2017)
- Advisor Onboarding Manager @ (January 2012 - October 2016)
- Client Service Manager @ (January 2011 - January 2012)
- Internal Wholesaler and Operational Sales Office Manager @ (March 2007 - May 2010)
- Customer Accounts Associate @ (July 2006 - March 2007)
- Financial Associate @ (March 2000 - June 2006)
Lisette Nelson Education
- Colorado State University
Masters (Human Resources Management and Services)
- Central Michigan University
Bachelor of Science (B.S.) (Adminstration)
Lisette Nelson Skills
- Investments
- Finance
- Asset Management
- Series 63
- Sales
- Mutual Funds
- Wealth Management
- Financial Planning
- Customer Service
- Financial Services
- Investment Advisory
- Series 7
- Securities
- Portfolio Management
- Retirement Planning
Lisette Nelson Summary
- Lisette Nelson, based in Detroit, MI, US, is currently a Director of Operations at Planning Alternatives. Lisette Nelson brings experience from previous roles at Integrated WealthCare, LLC, Foguth Financial Group, Sigma Investment Counselors and Future Benefits Corporation. Lisette Nelson holds a Masters in Human Resources Management and Services @ Colorado State University. With a robust skill set that includes Investments, Finance, Asset Management, Series 63, Sales and more. Lisette Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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