Lance Dunlap Email & Phone Number
Director, Sr Integrated Solutions @ TIAA
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Lance Dunlap Location
- Charlotte, NC, US
Lance Dunlap Work
- 2023 -now Director, Sr Integrated Solutions @
- 2021 -2023 Internal investment consultant @
- 2018 -2023 Wealth Management Consultant @
- 2017 -2018 Financial Advisor @ ARTIEA CAPITAL MANAGEMENT
- 2015 -2017 Financial Advisor @
- 2014 -2015 Project Coordinator @
- 2013 -2013 Account Intern @
Lance Dunlap Education
- University of North Carolina at Charlotte
Bachelor of Science (B.S.) (Finance)
2009-2013 - Grimsley High 2005-2009
Lance Dunlap Skills
- Project Management
- Microsoft Office
- Microsoft Excel
- V Lookups
- Visual Basic
- Problem Solving
- QuickBase
- Communication
- Pivot Tables
- Customer Service
- Public Speaking
- Reviews
- Marketing
- Clarity
- Commercial Projects
- Financial Services
- RFP
- PowerPoint
- Planning
- Schedules
- Software
- Sales
- Event Planning
- Citrix
- MS Excel
- Bids
- Contractors
- Research
- Customer Relationship Management
- Pricing
- Cash
- Account Management
- Budgets
- Resource Management
- FINRA
- QuickBooks
- Database Management
Lance Dunlap Summary
- Lance Dunlap, based in Charlotte, NC, US, is currently a Director, Sr Integrated Solutions at TIAA. Lance Dunlap brings experience from previous roles at TIAA, ARTIEA CAPITAL MANAGEMENT and Wells Fargo Advisors. Lance Dunlap holds a 2009 - 2013 Bachelor of Science (B.S.) in Finance @ University of North Carolina at Charlotte. With a robust skill set that includes Project Management, Microsoft Office, Microsoft Excel, V Lookups, Visual Basic and more. Lance Dunlap has 1 emails and 3 mobile phone numbers on RocketReach.
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