Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Associate Wealth AdvisorCovenant Wealth Management Sep 2024 - PresentWinston-Salem, North Carolina, United States -
Client Relationship ManagerCovenant Wealth Management Jun 2024 - Sep 2024Winston-Salem, North Carolina, United States
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Nexus Peer Financial CoachNexus Peer Financial Coaching Aug 2022 - May 2024Grand Rapids, Michigan, United States -
Customer Service Associate (Teller)Independent Bank May 2023 - Aug 2023Traverse City, Michigan, United StatesProficient in cash handling, transactions, and maintaining meticulous records to ensure compliance. Committed to providing excellent customer service, addressing inquiries, and guiding clients to financial solutions. Known for precision in every transaction and thriving in fast-paced, collaborative environments and adapt to changing priorities. -
Financial AnalystKnight Investment Management Sep 2022 - May 2023 -
Summer InternHemming& Wealth Management May 2022 - Aug 2022Traverse City, Michigan, United StatesDuring my internship at hemming& Wealth Management I learned the difference that a financial advisor can make in the lives of their clients. Financial advisors are there to comfort clients and to help them make prudent decisions during stressful times of economic downturn. Advisors also use many methods to make the most of out of financially prosperous times for their clients. Emotions can run high when it comes to finances and I am now better equipped to empathizes with and guide clients so that they can reach their goals. -
Team MemberPanera Bread Jul 2021 - Jan 2022Traverse City, Michigan, United StatesWorked front of house and drive through window positions. Provided excellent customer service by ensuring customer satisfaction, taking orders, and taking care of the café in general. -
Morning PreloaderUps Jun 2021 - Aug 2021Traverse City, Michigan, United StatesLoaded multiple trucks in a fast-paced work environment.
Jane Dunlap Education Details
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Financial Planning
Frequently Asked Questions about Jane Dunlap
What company does Jane Dunlap work for?
Jane Dunlap works for Covenant Wealth Management
What is Jane Dunlap's role at the current company?
Jane Dunlap's current role is Associate Wealth Advisor.
What schools did Jane Dunlap attend?
Jane Dunlap attended Calvin University, Kingsley Area High School.
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Jane Bubinak
Resume Coach | Computer Instructor | Helping Women Present Their Past Accomplishments And Prepare To Achieve New OnesSarasota, Fl1aol.com1 +194136XXXXX
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1mac.com -
Jane Obringer-Dunlap
Data Insights Leader | Ideation Specialist | Marketing Analyst | Creative StrategistMemphis, Tn -
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