Anna C. Dunlap

Anna C. Dunlap has extensive experience in the financial services industry, currently serving as a Senior Consultant in Practice Management at TruStage since June 2023, focusing on strategic planning for credit union wealth management programs. Prior to this role, Anna held the position of Managed Money Sales Partner at CUNA Mutual Group, supporting Advisors in the adoption of Managed Money tools. Experience also includes a tenure as a Senior Account Manager at Lincoln Financial Group and a decade-long career at Huntington National Bank, where Anna progressed through various roles including Senior Product Manager, Advisor Development and Training, and Senior Financial Advisor, demonstrating a strong aptitude for client relationship management and sales growth. Anna began their career as a Financial Advisor at Chase, achieving Top Producer status through effective client engagement.