Find your path to Steve
276 people in our graph share verified history with Steve — schools, employers, funds. One of them is your warm intro.
Patrick EnnisunlockedSteve: together at William & Mary (1985)
×4Steve: together at BNY Mellon
×5Steve: together at William & Mary
Steve: together at Thomson Financial
Executive at Cetera
Intro paths
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In turn, Steve can intro founders to Cetera's investors below.
Cetera's investors · 2
Experience
- Meghan, Inc dba Meghan FabulousCEOcurrent2018 — presentGreater Los Angeles Area
- Chalice Financial Network™Member of the Board of Advisors2019 — 2022Greater San Diego Area
- California Fintech NetworkMember of the Board of Directors2015 — 2022Palo Alto, California
- Interactive DataMember of the Advisory Board, IDMS2015 — 2019Frankfurt, Germany
- Babel Dabble, IncChairman2018Culver City, CA
- FolioDynamixPresident & COO, Member of the Board2016 — 2018Manhattan Beach, CA
- RetireUpMember of the Advisory Board2015 — 2016Mundelein, IL
- ScivantageMember of the Board of Directors2015 — 2016Jersey City, NJ
- Cetera Financial GroupEVP, Wealth Management2013 — 2015Greater Los Angeles Area
- Money Management InstituteMember of the Board of Governors2012 — 2015Washington, DC
- BNY Mellon Investment Servicing Trust CompanyMember of the Board of Directors2012 — 2013New York, NY
- Lockwood Advisors, Inc.Member of the Board of Directors2012 — 2013King of Prussia, PA
- Pershing, a BNY Mellon companyManaging Director, Managed Investments2008 — 2013King of Prussia, Pennsylvania
- Finetre CorporationPresident2006 — 2007Herndon, Virginia
- Finetre CorporationSVP, CMO1999 — 2006Herndon, Virginia
- Thomson FinancialExecutive Vice President1993 — 1999Rockville, MD
- Legg MasonInvestment Executive1992 — 1993Tysons Corner, VA
- First Virginia BankBranch Manager1989 — 1992Falls Church, VA
Skills & more
Mutual FundsWealth ManagementAsset ManagmentInvestmentsFinancial ServicesStrategyManagementMergers & AcquisitionsAsset ManagementMergersLeadershipEquities
+12 more
SaaSFinanceStrategic PlanningBloombergPortfolio ManagementCapital MarketsProduct ManagementSeries 7InsuranceETFsSecuritiesFixed Annuities- Series 7, 24, 66 — Financial Industry Regulatory Authority (FINRA)
From Steve's professional profile.
Frequently asked questions
- Who is Steve Dunlap?
- Executive Officer, Director at Cetera
- Where does Steve Dunlap work?
- Steve Dunlap is Executive at Cetera.
- Where did Steve Dunlap go to school?
- Steve Dunlap studied at William & Mary (BA, Philosophy, Economics).
Same school
Also attended William & Mary153
Hannah ClarkDirector of Communications at RevolutionPatrick EnnisVenture Partner at Madrona Venture GroupLloyd HarrisonChief Executive Officer and Director, Partners Bancorp at Riphean InvestmentsEmilie PoteatVenture Partner at GaingelsRobert LesemanVenture Partner at TFX CapitalPeter AckersonCo-Founder & General Partner at Audere Capital
+ 147 more
Shared employers
Also worked at Interactive Data4
Also worked at Scivantage2
Also worked at BNY Mellon Investment Servicing Trust Company120
Haley DonahaySenior Tax Associate at GroveStreetAnthony CruzVenture Partner at IronGate Capital AdvisorsJohn NylenChief Revenue Officer at Asymmetric Capital PartnersEjazz GaznaviFinance & Operations Manager at TNBAuraRakefet Russak AminoachManaging Partner at Team8Steve LapinController at Alpha Edison
+ 114 more
Also worked at Pershing, a BNY Mellon company8
Kip McClanahanGeneral Partner at Silverton PartnersRon SuberInvestor at Upper90David HopkinsVenture Partner at SixThirty VenturesRam NagappanVenture Partner at SixThirty VenturesShazard MohammedAssistant Controller at ZmcRohit VaishFounder at Saturn
+ 2 more