Sharmila Puranik

Program Manager at First Rate, Inc - Arlington, Texas, US

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Emily Nash

Marketing Operations Associate

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Debra Detweiler

General Manager, Products

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Jeanne Benson

General Manager, Managed Hosting

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Angela Baudis

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

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Sharmila Puranik's Contact Details
HQ
(817) 525-1900
Location
Pune,Maharashtra,India
Company
First Rate, Inc
Sharmila Puranik'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 Sharmila Puranik
Sharmila Puranik currently works for First Rate, Inc.
Sharmila Puranik's role at First Rate, Inc is Program Manager.
Sharmila Puranik's email address is ***@firstrate.com. To view Sharmila Puranik's full email address, please signup to ConnectPlex.
Sharmila Puranik works in the Software industry.
Sharmila Puranik's colleagues at First Rate, Inc are Emily Nash, Samuel Wallace, John Watkins, Debra Detweiler, Jeanne Benson, Angela Baudis, Jonathan McDonald and others.
Sharmila Puranik's phone number is (817) 525-1900
See more information about Sharmila Puranik