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Jared Doss, Cfa Email & Phone Number

SVP, Senior Portfolio Strategist at First Citizens Bank
Location: Winston-Salem, North Carolina, United States 9 work roles 2 schools
1 work email found @firstcitizens.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@firstcitizens.com
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Current company
First Citizens Bank
Role
SVP, Senior Portfolio Strategist
Location
Winston-Salem, North Carolina, United States
Company size
6304 employees

Who is Jared Doss, Cfa? Overview

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Quick answer

Jared Doss, Cfa is listed as SVP, Senior Portfolio Strategist at First Citizens Bank, a with 6304 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at firstcitizens.com and a matched LinkedIn profile for Jared Doss, Cfa.

Jared Doss, Cfa previously worked as Portfolio Manager at Wells Fargo Private Bank (Formerly Abbot Downing) and Investment Analyst at Wells Fargo Private Bank (Formerly Abbot Downing). Jared Doss, Cfa holds Mba, Finance from Wake Forest University School Of Business.

Company email context

Email format at First Citizens Bank

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*@firstcitizens.com
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AeroLeads found 1 current-domain work email signal for Jared Doss, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jared Doss, Cfa

Jared Doss, Cfa is a SVP, Senior Portfolio Strategist at First Citizens Bank.

Current workplace

Jared Doss, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

First Citizens Bank
First Citizens Bank
SVP, Senior Portfolio Strategist
raleigh, north carolina, united states
Website
firstcitizens.com
Employees
6304
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Company profile
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9 roles

Jared Doss, Cfa work experience

A career timeline built from the work history available for this profile.

Svp, Senior Portfolio Strategist

Current
First Citizens Bank

Greensboro--Winston-Salem--High Point Area

Apr 2022 - Present

Portfolio Manager

Wells Fargo Private Bank (Formerly Abbot Downing)

Greensboro/Winston-Salem, North Carolina Area

Mar 2020 - Apr 2022

Investment Analyst

Wells Fargo Private Bank (Formerly Abbot Downing)

Greensboro/Winston-Salem, North Carolina Area

Mar 2017 - Mar 2020

Investment Associate

Wells Fargo Private Bank (Formerly Abbot Downing)

Greensboro/Winston-Salem, North Carolina Area

Mar 2015 - Mar 2017

Treasury Analyst, Pension And Corporate Finance

Vf Corporation

Greensboro/Winston-Salem, North Carolina Area

Nov 2011 - Mar 2015

Investment Research Analyst Intern

Stewardship Partners
May 2010 - Aug 2010

Broker Relations Analyst

Snl Financial
Jun 2007 - Jul 2009
Team & coworkers

Colleagues at First Citizens Bank

Other employees you can reach at firstcitizens.com. View company contacts for 6304 employees →

MH Mark Hana Mark Hana Colleague at First Citizens BankLong Beach, California, United States View → AG Alisa Garrett Alisa Garrett Colleague at First Citizens BankTemecula, California, United States View → MS Michael Shaw Michael Shaw Colleague at First Citizens BankRaleigh, North Carolina, United States View → JN Jessica Novaes-Ali Jessica Novaes-Ali Colleague at First Citizens BankColumbus, Ohio Metropolitan Area, United States View → RM Roy Morrison Roy Morrison Colleague at First Citizens BankGreater Phoenix Area, United States View → BH Barbara Hunter Barbara Hunter Colleague at First Citizens BankRancho Santa Fe, California, United States View → BL Beverly Lemmons Beverly Lemmons Colleague at First Citizens BankLexington, South Carolina, United States View → IS India Springs India Springs Colleague at First Citizens BankWest Columbia, South Carolina, United States View → JP Jon Phillips Jon Phillips Colleague at First Citizens BankRaleigh-Durham-Chapel Hill Area, United States View → GJ Gaby Johnson Gaby Johnson Colleague at First Citizens BankSummerville, South Carolina, United States View →
2 education records

Jared Doss, Cfa education

FAQ

Frequently asked questions about Jared Doss, Cfa

Quick answers generated from the profile data available on this page.

What company does Jared Doss, Cfa work for?

Jared Doss, Cfa works for First Citizens Bank.

What is Jared Doss, Cfa's role at First Citizens Bank?

Jared Doss, Cfa is listed as SVP, Senior Portfolio Strategist at First Citizens Bank.

What is Jared Doss, Cfa's email address?

AeroLeads has found 1 work email signal at @firstcitizens.com for Jared Doss, Cfa at First Citizens Bank.

Where is Jared Doss, Cfa based?

Jared Doss, Cfa is based in Winston-Salem, North Carolina, United States while working with First Citizens Bank.

What companies has Jared Doss, Cfa worked for?

Jared Doss, Cfa has worked for First Citizens Bank, Wells Fargo Private Bank (Formerly Abbot Downing), Vf Corporation, Abbot Downing (Formerly Wells Fargo Family Wealth), and Stewardship Partners.

Who are Jared Doss, Cfa's colleagues at First Citizens Bank?

Jared Doss, Cfa's colleagues at First Citizens Bank include Mark Hana, Alisa Garrett, Michael Shaw, Jessica Novaes-Ali, and Roy Morrison.

How can I contact Jared Doss, Cfa?

You can use AeroLeads to view verified contact signals for Jared Doss, Cfa at First Citizens Bank, including work email, phone, and LinkedIn data when available.

What schools did Jared Doss, Cfa attend?

Jared Doss, Cfa holds Mba, Finance from Wake Forest University School Of Business.

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