Lance Dunlap Location
Charlotte, NC, US
Lance Dunlap Work
- 2023 - now Director, Sr Integrated Solutions @ TIAA
- 2021 - 2023 Internal investment consultant @ TIAA
- 2018 - 2023 Wealth Management Consultant @ TIAA
- 2017 - 2018 Financial Advisor @ ARTIEA CAPITAL MANAGEMENT
- 2015 - 2017 Financial Advisor @ Wells Fargo Advisors
- 2014 - 2015 Project Coordinator @ Pavement Exchange Group
- 2013 - 2013 Account Intern @ Pavement Exchange Group
Lance Dunlap Education
- University of North Carolina at Charlotte
Bachelor of Science (B.S.) (Finance)
2009 - 2013 - Grimsley High2005 - 2009
Lance Dunlap Skills
- Project Management
- Microsoft Office
- Microsoft Excel
- V Lookups
- Visual Basic
- Problem Solving
- QuickBase
- Communication
- Pivot Tables
- Customer Service
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 3 emails and 3 mobile phone numbers on RocketReach.
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