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Colette C.

Quality Assurance Analyst II - Products Performance & Integrations at First Rate Ventures

Colette C. has a diverse work experience spanning several industries. Starting in 1993, they interned at Electronic Data Systems in healthcare marketing communications. Colette then worked at Excel Communications from 1994-1999, holding various roles in commissions analysis and marketing services. From 1999-2000, they served as a regional customer advocate/sales support at TradeOut.com. Colette joined VarTec Telecom in 2000 as a senior commercial revenue & invoice analyst until 2003. From 2003-2012, they worked at 1st Global in roles such as securities commissions specialist, advisory compensation specialist, and performance reporting specialist. Colette then moved to Fidelity Investments in 2012, where they served as a performance attribution analyst and senior performance attribution analyst. Colette joined HD Vest Financial Services in 2014 as an operations manager for advisory billing & performance reporting. Finally, they currently hold the position of quality assurance analyst at First Rate, Inc, first as an investment performance analyst II for wealth business process outsourcing from 2018-2021, and then in products performance & integrations starting in 2021.

Colette C. has obtained a Bachelor of Business Administration (BBA) degree in Business Administration from the University of North Texas. Furthermore, they have pursued higher education and completed a Master of Business Administration (MBA) from Amberton University. Unfortunately, the specific years of study for both degrees are not provided.

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