Lisa Bonilla

Executive Administrative Assistant at First Rate, Inc - Arlington, Texas, US

Lisa Bonilla's Contact Details
HQ
(817) 525-1900
Location
Arlington,Texas,United States
Company
First Rate, Inc
Lisa Bonilla'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 Lisa Bonilla
Lisa Bonilla currently works for First Rate, Inc.
Lisa Bonilla's role at First Rate, Inc is Executive Administrative Assistant.
Lisa Bonilla's email address is ***@firstrate.com. To view Lisa Bonilla's full email address, please signup to ConnectPlex.
Lisa Bonilla works in the Software industry.
Lisa Bonilla's colleagues at First Rate, Inc are Shamima Yasmin, Kirthika Ramanathan, Bharath Maharaj, Shuo Yao, Colette Carson, Janagama Rammohan, Goyal Veparala and others.
Lisa Bonilla's phone number is (817) 525-1900
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