Lance Dunlap is a high-level professional, that works in Tiaa main office of which is in 4. as a Wealth Management Consultant from 2018. Lance Dunlap gained professional experience in more than five positions at various companies. Lance Dunlap went to the University of North Carolina at Charlotte and got education there from 2009 to 2013. This professional has such qualifications as Series 7 and Series 66. Los Angeles, California is the area, where the professional was known to live. Lance Dunlap's phone and email are easily accessed through this website on demand.
Name variants:
Lancelot Dunlap,
Leroy Dunlap
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 9, 2022
Location
Los Angeles, CA
Company
Tiaa
Workplace
Wealth Management Consultant
Work History
Financial Advisor
Westlake Village, CA
I design customized strategies to address client's financial goals. These include investment planning, asset allocation strategies, insurance strategies, and retirement planning strategies. ...
Jul 2017 — Jan 2018
Financial Advisor
1 north Jefferson Ave St, Louis, MO
Assisted clients on strategies to succeed financially by providing sound financial advice and recommending appropriate investment products, while providing a consistently exceptional client ...
Apr 2015 — Jul 2017
Project Coordinator
3111 Monroe Rd, Charlotte, NC 28205
Managed pavement projects across the entire United States -Communicated with contractors and customers to ensure the meeting of project deadlines -Ensured that project deadlines are met in a...
Feb 2014 — Mar 2015
Education
2009 — 2013
Occupations
Management Consultant
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Management Analyst
Analysts
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Project Management
Microsoft Office
Microsoft Excel
V Lookups
Visual Basic
Problem Solving
Quickbase
Communication
Pivot Tables
Customer Service
Public Speaking
FAQs about Lance Dunlap
What is the main profession of Lance Dunlap?
The expert is a Wealth Management Consultant.
What are the profession of Lance Dunlap?
These person's professions are Management Consultant
Where does Lance Dunlap live?
Lance currently lives in Los Angeles, California.
How many companies did Lance Dunlap work at?
The professional worked at five jobs.
What education does Lance Dunlap have?
Lance studied at the University of North Carolina at Charlotte from 2009 to 2013.
What are the certifications of Lance Dunlap?
Lance received the following certifications: Series 7 and Series 66.
What languages does Lance Dunlap speak?
Lance Dunlap speaks English and Spanish.
Are there any industries, that Lance Dunlap is connected to?
Lance works in Financial Services industry.