Lisette Nelson Email & Phone Number
Director of Operations @ Planning Alternatives
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lisette Nelson Location
- Detroit, MI, US
Lisette Nelson Work
- 2024 -now Director of Operations @
- 2023 -2024 Vice President Investment Operations @
- 2021 -2022 Director Of Client Services @
- 2017 -2021 Portfolio Administrator @
- 2016 -2017 Client Service Manager @
- 2012 -2016 Advisor Onboarding Manager @
- 2011 -2012 Client Service Manager @
- 2007 -2010 Internal Wholesaler and Operational Sales Office Manager @
- 2006 -2007 Customer Accounts Associate @
- 2000 -2006 Financial Associate @
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.
Looking for a different Lisette Nelson?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co