Regional Chief Investment Officer, Western Region @ Wells Fargo Private Wealth Management
Marc Doss's Education
University of San Diego School of Law
Juris Doctor (J.D.)
1991 - 1993
University of Illinois at Urbana-Champaign
Bachelor’s Degree (Economics and Political Science)
1981 - 1985
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Marc Doss's Skills
Portfolio Management
Financial Services
Investments
Mutual Funds
Asset Allocation
Investment Strategies
Asset Management
Wealth Management
Asset Managment
Alternative Investments
Marc Doss's Summary
Marc Doss, based in Gig Harbor, WA, US, is currently a Managing Director of Asset Management at Wells Fargo Private Bank, bringing experience from previous roles at Wells Fargo Private Wealth Management. Marc Doss holds a 1991 - 1993 Juris Doctor (J.D.) @ University of San Diego School of Law. With a robust skill set that includes Portfolio Management, Financial Services, Investments, Mutual Funds, Asset Allocation and more, Marc Doss contributes valuable insights to the industry. Marc Doss has 1 email on RocketReach.