Haley Thomas

Investment Performance Analyst II at First Rate, Inc - Arlington, Texas, US

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Jira Administrator

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Layne Wharton

Client Service Manager

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Angela Baudis

Assistant to EVP Solutions, Professional Services, Marketing & Business Development

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Haley Thomas's Contact Details
HQ
(817) 525-1900
Location
Company
First Rate, Inc
Haley Thomas'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 Haley Thomas
Haley Thomas currently works for First Rate, Inc.
Haley Thomas's role at First Rate, Inc is Investment Performance Analyst II.
Haley Thomas's email address is ***@firstrate.com. To view Haley Thomas's full email address, please signup to ConnectPlex.
Haley Thomas works in the Software industry.
Haley Thomas's colleagues at First Rate, Inc are enjapalli shyamkumar, Bhargavi Tirumalai, anil alda, Nana Abayie, Layne Wharton, Angela Baudis, Jonathan McDonald and others.
Haley Thomas's phone number is (817) 525-1900
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