Craig Apfel

About Craig

Craig Apfel, CIPM is a Sales Engineer/Business Analyst in First Rate’s Business Development group and joined First Rate in 2015. Prior to joining First Rate, Craig served as a Performance & Risk Analyst, Performance & Risk Manager, and Investment Accounting Manager at Goldman Sachs and JPMorgan. His roles included analysis in performance and risk evaluation, portfolio construction and investment due diligence.

Craig is currently focused on providing strategic and technical direction for client specific projects related to interface development and deployment, client onboarding, product integration, data aggregation and client reporting. He works with prospective, new and current First Rate clients.

Craig received a BS in Finance from Brigham Young University and currently holds the Certificate in Investment Performance Measurement (CIPM) designation. He is an active volunteer with the CFA Institute and also holds a certification in Solution Selling.

Posts by Craig