First Citizens Investor Services Email Formats

Investment Management • Raleigh, North Carolina, United States • 201-500 Employees

First Citizens Investor Services Email Formats

First Citizens Investor Services uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@firstcitizens.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@firstcitizens.com	83.3%
{first name}.{last name}	john.doe@firstcitizens.com	14%

Key Contacts at First Citizens Investor Services

David Lentz

Director Of Licensed Sales Strategy And Performance

Jonathan Steiner

Director, Regional Fcis Sales, Senior Vice President

Bill Gibson

Director Regional Private Banking

Dave Mishriki

California Regional Private Banking Director

Nathan Thompson

Director Brokerage Operations Manager

Company overview

Headquarters	4300 Six Forks Rd, Raleigh, North Carolina 27609, US
Website	firstcitizens.com
NAICS	5231
Keywords	Estate Planning, Investor Services, Wealth Planning
Employees	201-500
Socials

About First Citizens Investor Services

First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as integrity, hard work and taking the long-term view. Because no two of our clients are the same, we take the time to get to know each individual client. We start by having a conversation to make sure we understand each client’s financial hopes and concerns for their family, and then create a personalized financial plan to help them achieve their goals. This approach has helped First Citizens Investor Services to build to a thriving business, managing $11 billion in client assets.In partnership with First Citizens Bank, we are proud to offer a full range of financial advice and solutions to individuals and families. As we say, “Money isn’t everything. But so much depends on what you do with your money.” First Citizens Investor Services. Forever First®. Visit firstcitizens.com/wealth or call toll-free 855-329-3258.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

Vice President

Manager

Employees by Department

First Citizens Investor Services has 121 employees across 7 departments.

Departments

Number of employees

Funding Data

First Citizens Investor Services has never raised funding before.

Frequently asked questions

First Citizens Investor Services is located in Raleigh, North Carolina, US.

First Citizens Investor Services has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.