First Rate Ventures
Stefan Maxwell is currently an Investment Performance Analyst at First Rate, Inc. Stefan previously worked as a Basketball Official at NCAA, an Account Manager at GIA & Associates, a Sports Specialist at Drive Nation Sports Management Group, and a Site Director at FieldhouseUSA. Stefan holds a Bachelor of Science in Business, Management, Marketing, and Related Support Services from the University of North Texas.
First Rate Ventures
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Their reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.