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People · Technology
Craig Wietz — President · First Rate · Southlake, Texas, United States.
Direct contact
No direct contact on file for Craig yet.
Experience
PresidentCurrent
First Rate, Inc
Mar 2011 – Present
Managing Director
First Rate, Inc
Education
- University of North Texas — BBA, Finance · 1982 – 1987
Skills
Business AnalysisInvestmentsMS ProjectEquitiesPortfolio ManagementSecuritiesMicrosoft OfficePerformance MeasurementMutual FundsFixed IncomeWealth ManagementInvestment ManagementFinancial ModelingCustomer ServiceNew Business DevelopmentBusiness StrategyInvestment AdvisoryProcess ImprovementMicrosoft ExcelProject ManagementSQLProgram ManagementRelationship ManagementLeadershipTeam BuildingSoftware Project Management