Todd Dunlap Email & Phone Number
Ultra High Net Worth (UHNW) Wealth Management Relationship Manager. @ Vanguard
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Todd Dunlap Location
- Phoenix, AZ, US
Todd Dunlap Work
- Ultra High Net Worth (UHNW) Wealth Management Relationship Manager. @ (June 2026 - Present)
- Wealth Management Banker @ (March 2025 - October 2025)
- Business Banking Relationship Manager @ (September 2023 - December 2024)
- VP and Business Relationship Manager at Bank of the West @ (June 2023 - October 2023)
- AVP; Private Client Advisor at Bank of the West and BNP Paribas @ (June 2021 - June 2023)
- Investment Consultant, Sales Representative @ (December 2016 - June 2021)
- Asset Transfer Specialist @ (July 2015 - December 2016)
- Personal Banker, Business Banker, Loan Specialist @ (February 2010 - February 2013)
- Managing Partner @ Loss Mitigation Consultants, LLC (July 2008 - January 2010)
- Wholesale Account Executive @ (October 2003 - July 2008)
Todd Dunlap Education
- Missouri State University
Bachelor of Science - BS (Hospitality Management)
Todd Dunlap Skills
- Account Management
- Asset Consolidation Process
- Banking
- Business Development
- Client Acquisition
- Cold Calling
- Consultative Selling
- Customer Relations
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Key Account Management
- Leadership
- Management
- Marketing
- Mortgage Lending
- Negotiation
- Portfolio Allocation
- Pricing
- Real Estate
- Recruiting
- Sales
- Sales Management
- Selling Features and Benefits
Todd Dunlap Summary
- Todd Dunlap, based in Phoenix, AZ, US, is currently a Ultra High Net Worth (UHNW) Wealth Management Relationship Manager. at Vanguard. Todd Dunlap brings experience from previous roles at U.S. Bank, BMO U.S., BMO and BNP Paribas Wealth Management. Todd Dunlap holds a Bachelor of Science - BS in Hospitality Management @ Missouri State University. With a robust skill set that includes Account Management, Asset Consolidation Process, Banking, Business Development, Client Acquisition and more. Todd Dunlap has 1 mobile phone numbers on RocketReach.
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