Lance Dunlap Email & Phone Number
Director, Sr Integrated Solutions @ TIAA
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Lance Dunlap Location
- Charlotte, NC, US
Lance Dunlap Work
- Director, Sr Integrated Solutions @ (August 2023 - Present)
- Wealth Management Consultant @ (April 2018 - September 2023)
- Financial Advisor @ ARTIEA CAPITAL MANAGEMENT (July 2017 - January 2018)
- Financial Advisor @ (April 2015 - July 2017)
- Internal investment consultant @ (June 2021 - September 2023)
- Project Coordinator @ (February 2014 - March 2015)
- Account Intern @ (June 2013 - December 2013)
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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