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Alex Serman Cipm

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Alex Serman Cipm

Managing Director | First Rate, Inc

Arlington, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Alex Serman Cipm

Work Experience

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Managing Director at

First Rate, Inc

March 2023 - Present

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Managing Director at

First Rate, Inc

January 2022 - Present

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Service Manager at

First Rate, Inc

April 2021 - May 2022

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Investment Performance Analyst II at

First Rate, Inc

July 2019 - March 2021

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Investment Performance Analyst I at

First Rate, Inc

June 2018 - June 2019

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Investment Performance Auditor at

First Rate, Inc

May 2016 - May 2018

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Vice President of Finance at

Sigma Phi Epsilon Alabama Beta

November 2016 - November 2017

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Vice President of Operations at

Sigma Phi Epsilon Alabama Beta

November 2015 - November 2016

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Assistant Team Leader at

University of Alabama

April 2015 - April 2016

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Community Service Chairman at

Sigma Phi Epsilon Alabama Beta

December 2014 - December 2015

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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

mail

*******@firstrate.com

Colleagues

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Ahmad El-Katib

Chief Product Officer

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Bo Mcwilliams

Managing Director - Reporting and Analytics

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Deborah Repak

Managing Director - Special Projects

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Emily Traxler

Managing Director, Data Services

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Dave Stone

Founder

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Logan Taylor

Sales Consultant - Data Services

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Pamela Cytron

Senior Advisor

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Rachel Guy

Managing Director at First Rate

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Rob Bethmann

Managing Director

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