Brian Puerschner

Account Manager, Business Development at First Rate, Inc - Arlington, Texas, US

Brian Puerschner's Contact Details
HQ
(817) 525-1900
Location
Voorhees, New Jersey, United States
Company
First Rate, Inc
Brian Puerschner'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 Brian Puerschner
Brian Puerschner currently works for First Rate, Inc.
Brian Puerschner's role at First Rate, Inc is Account Manager, Business Development.
Brian Puerschner's email address is ***@firstrate.com. To view Brian Puerschner's full email address, please signup to ConnectPlex.
Brian Puerschner works in the Software industry.
Brian Puerschner's colleagues at First Rate, Inc are David Stone, Deborah Repak, Marshall Smith, Rob Bethmann, Joshua Reeves, Emily Traxler, Elizabeth Rolfe and others.
Brian Puerschner's phone number is (817) 525-1900
See more information about Brian Puerschner