Alex Serman

investment performance analyst ii at First Rate, Inc - Arlington, Texas, US

Alex Serman's Contact Details
HQ
(817) 525-1900
Location
Company
First Rate, Inc
Alex Serman's Company Details
First Rate, Inc logo, First Rate, Inc contact details

First Rate, Inc

Arlington, Texas, US • 195 Employees
Software

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

Financial Reporting Wealth Management Solutions Portfolio Management Wealth Management Products Financial Planning Wealth Management Analytics
Details about First Rate, Inc
Frequently Asked Questions about Alex Serman
Alex Serman currently works for First Rate, Inc.
Alex Serman's role at First Rate, Inc is investment performance analyst ii.
Alex Serman's email address is ***@firstrate.com. To view Alex Serman's full email address, please signup to ConnectPlex.
Alex Serman works in the Software industry.
Alex Serman's colleagues at First Rate, Inc are Bonnie Saylors, Angela Smith, Bernita McWilliams, Marcia Chastain, Teyren Brown, Kevin Davis, Fatmy Diaw and others.
Alex Serman's phone number is ["+18179753523"]
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