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Alex Serman Cipm
Alex Serman Cipm
Managing Director | First Rate, Inc
Arlington, Texas, United States
Alex Serman Cipm
Summary
Alex Serman Cipm is a seasoned professional with over seven years of experience in client-facing roles within the performance and reporting industry. Currently serving as the Managing Director of Wealth at First Rate, Inc., he specializes in enhancing investment reporting capabilities utilizing AI/ML solutions. His extensive experience with top US wealth management firms allows him to effectively address diverse client needs and market trends. Alex's academic background includes a Master's in Applied Economics from the University of Alabama, complementing his practical expertise in economics and finance. He has demonstrated leadership in various capacities, notably managing significant budgets and directing teams in both corporate and nonprofit settings. His commitment to community service is evident through his active involvement in organizations that promote financial wellness and volunteerism. Fluent in Chinese, Alex combines his language skills with a strong foundation in customer service and strategic planning to drive success in his endeavors.
Alex Serman Cipm
Work Experience
Managing Director at
First Rate, Inc
March 2023 - Present
Managing Director at
First Rate, Inc
January 2022 - Present
Service Manager at
First Rate, Inc
April 2021 - May 2022
Investment Performance Analyst II at
First Rate, Inc
July 2019 - March 2021
Investment Performance Analyst I at
First Rate, Inc
June 2018 - June 2019
Investment Performance Auditor at
First Rate, Inc
May 2016 - May 2018
Vice President of Finance at
Sigma Phi Epsilon Alabama Beta
November 2016 - November 2017
Vice President of Operations at
Sigma Phi Epsilon Alabama Beta
November 2015 - November 2016
Assistant Team Leader at
University of Alabama
April 2015 - April 2016
Community Service Chairman at
Sigma Phi Epsilon Alabama Beta
December 2014 - December 2015
Alex Serman Cipm
Education
University of Alabama, Manderson Graduate School of Business, Master Of Arts (M.A.)
January 2016 - January 2018
University of Alabama, Bachelor's Degree
January 2014 - January 2018
Xiamen University, Chinese Language
January 2015 - January 2015
Lamar High School, Distinguished Diploma, Magna Cum Laude
January 2010 - January 2014
Frequently Asked Questions about Alex Serman Cipm
What is Alex Serman Cipm email address?
Alex Serman Cipm's primary email address is *******@firstrate.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Alex Serman Cipm work for?
Alex Serman Cipm is a Managing Director at First Rate, Inc, a company specializing in Prepackaged software.
Where Alex Serman Cipm graduated from?
Alex Serman Cipm holds a degree in Applied Economics from University of Alabama, Manderson Graduate School of Business.
How can I directly contact Alex Serman Cipm?
To contact Alex Serman Cipm directly, you can use the email address *******@firstrate.com. Complete contact information is available upon registration with Muraena.
Who is Alex Serman Cipm?
Alex Serman Cipm is a seasoned professional with over seven years of experience in client-facing roles within the performance and reporting industry. Currently serving as the Managing Director of Wealth at First Rate, Inc., he specializes in enhancing investment reporting capabilities utilizing AI/ML solutions. His extensive experience with top US wealth management firms allows him to effectively address diverse client needs and market trends. Alex's academic background includes a Master's in Applied Economics from the University of Alabama, complementing his practical expertise in economics and finance. He has demonstrated leadership in various capacities, notably managing significant budgets and directing teams in both corporate and nonprofit settings. His commitment to community service is evident through his active involvement in organizations that promote financial wellness and volunteerism. Fluent in Chinese, Alex combines his language skills with a strong foundation in customer service and strategic planning to drive success in his endeavors.
Alex`s contact details
*******@firstrate.com
Colleagues
Chief Product Officer
Managing Director - Reporting and Analytics
Managing Director - Special Projects
Managing Director, Data Services
Founder
Sales Consultant - Data Services
Senior Advisor
Managing Director at First Rate
Managing Director