Lisette Leclerc Nelson
Director of Operations at Planning Alternatives
- Role
- Director of Operations at Planning Alternatives
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Lisette Leclerc Nelson
Client Service & Operations Leader achieving recognition as a top producer and performer…
Experience
Director of Operations
May 2024 — Present
Education
Central Michigan University
Bachelor of Science (B.S.)
Colorado State University
Masters
Skills
- Financial Services
- Portfolio Management
- Investment Advisory
- Series 63
- Sales
- Wealth Management
- Finance
- Mutual Funds
- Investments
- Asset Management
- Customer Service
- Series 7
- Securities
- Financial Planning
- Retirement Planning
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