Lisa Lovell, MBA
Financial Planner at Pruco Securities, LLC at Prudential Financial- Claim this Profile
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Topline Score
Bio
Credentials
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Series 65
FINRAAug, 2021- Oct, 2024 -
Series 6
FINRAAug, 2018- Oct, 2024 -
Series 63
FINRAAug, 2018- Oct, 2024
Experience
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International Planning Group
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United States
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Insurance
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1 - 100 Employee
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Financial Planner at Pruco Securities, LLC
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Aug 2018 - Present
A Financial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment. Show less
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Alabaster Construction Services, LLC.
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Newark, New Jersey
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President & Owner
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Mar 2014 - Mar 2021
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Construction Management Professional
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Apr 2013 - Mar 2014
Full service CM work for ETomic General Contracting Construction Management services for Newark Community Healhcare Centers. Full service CM work for ETomic General Contracting Construction Management services for Newark Community Healhcare Centers.
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NHA
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United States
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Government Administration
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100 - 200 Employee
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Director Asset Development and Facilities Management
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Jul 2011 - Apr 2013
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President and Owner
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May 2007 - Jul 2010
A full-service construction management firm. MWBE A full-service construction management firm. MWBE
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PulteGroup
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United States
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Construction
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700 & Above Employee
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Purchasing Manager
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2005 - 2007
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Turner Construction Company
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United States
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Construction
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700 & Above Employee
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Project Manager
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1997 - 2005
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Education
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Rutgers University - Newark
Masters, Business Administration -
Prairie View A&M University
BS, Electrical Engineering