Brian Bock Email & Phone Number
Senior Portfolio Strategist @ First Citizens Bank
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Brian Bock Location
- Chapel Hill, NC, US
Brian Bock Work
- Senior Portfolio Strategist @ (June 2026 - Present)
- Vice President - Wealth Portfolio Manager @ (April 2016 - June 2026)
- Vice President - Wealth Portfolio Manager @ (April 1998 - June 2026)
- Board Member @ Chatham County Board of Elections (August 2019 - June 2020)
- Board member @ Chatham County Planning Board (January 2015 - December 2018)
- Owner @ Amante Gourmet Pizza & Taproom (June 2011 - April 2016)
- Owner @ Amante Gourmet PIzza Morrisville (January 2014 - February 2015)
- County Commissioner @ Chatham County, NC (November 2010 - November 2014)
- Managing Director @ (April 1994 - October 2010)
- Intelligence Officer @ (June 1994 - June 2004)
- Stock Broker @ Scott and Stringfellow (December 1992 - June 1994)
- Intelligence Specialist @ (May 1983 - November 1992)
Brian Bock Education
- St. Leo College
Bachelor of Business Administration (BBA) (Management)
- Troy State University
Master of Science (MS) (Human Resources Management/Personnel Administration, General)
Brian Bock Skills
- HNW
- Financial Advisory
- Investments
- Critical Thinking
- Business Development
- Investment Strategies
- Strategic Thinking
- Interpersonal Skills
- Account Management
- Written Communication
- Client Relations
- Business Relationship Management
- Customer Retention
- Certified Financial Planner
- Risk Management
- Banking
- Leadership
- Change Management
- Portfolio Management
- Financial Risk
Brian Bock Summary
- Brian Bock, based in Chapel Hill, NC, US, is currently a Senior Portfolio Strategist at First Citizens Bank. Brian Bock brings experience from previous roles at BB&T, Truist, Chatham County Board of Elections and Chatham County Planning Board. Brian Bock holds a Bachelor of Business Administration (BBA) in Management @ St. Leo College. With a robust skill set that includes HNW, Financial Advisory, Investments, Critical Thinking, Business Development and more. Brian Bock has 2 emails and 1 mobile phone numbers on RocketReach.
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