Member of the Board of Advisors @ (January 2019 - December 2022)
Member of the Board of Directors @ California Fintech Network (August 2015 - December 2022)
Member of the Advisory Board, IDMS @ Interactive Data (September 2015 - January 2019)
Chairman @ Babel Dabble, Inc (February 2018 - August 2018)
President and COO, Member of the Board @ FolioDynamix (January 2016 - February 2018)
Member of the Advisory Board @ (October 2015 - November 2016)
Member of the Board of Directors @ Scivantage (December 2015 - January 2016)
EVP, Wealth Management @ (June 2013 - July 2015)
Member of the Board of Governors @ (October 2012 - July 2015)
Member of the Board of Directors @ (December 2012 - June 2013)
Member of the Board of Directors @ Lockwood Advisors, Inc. (December 2012 - June 2013)
Managing Director, Managed Investments @ (January 2008 - June 2013)
President @ (December 2006 - November 2007)
SVP, CMO @ (September 1999 - December 2006)
Executive Vice President @ (November 1993 - September 1999)
Investment Executive @ (March 1992 - November 1993)
Branch Manager @ First Virginia Bank (May 1989 - March 1992)
Steve Dunlap Education
William & Mary
BA
1985-1989
Steve Dunlap Skills
Mutual Funds
Wealth Management
Asset Managment
Investments
Financial Services
Strategy
Management
Mergers & Acquisitions
Asset Management
Mergers
Leadership
Equities
SaaS
Finance
Strategic Planning
Bloomberg
Portfolio Management
Capital Markets
Product Management
Series 7
Insurance
ETFs
Securities
Fixed Annuities
Hedge Funds
Banking
Alternative Investments
Financial Advisory
Fixed Income
Series 63
Asset Allocation
Investment Management
Executive Management
Investment Advisory
Series 24
Trading
Customer Service
Social Media
Marketing Strategy
Financial Technology
Mergers and Acquisitions
Financial Analysis
Marketing
Public Speaking
Sales
Steve Dunlap Summary
Steve Dunlap, based in Los Angeles, CA, US, is currently a CEO at Meghan, Inc dba Meghan Fabulous. Steve Dunlap brings experience from previous roles at Chalice Financial Network™, California Fintech Network, Interactive Data and Babel Dabble, Inc. Steve Dunlap holds a 1985 - 1989 BA @ William & Mary. With a robust skill set that includes Mutual Funds, Wealth Management, Asset Managment, Investments, Financial Services and more. Steve Dunlap has 1 emails and 3 mobile phone numbers on RocketReach.
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