Debra L. Detweiler, Product Manager, joined First Rate in 2017.
Prior to Detweiler’s current Product Manager role, she was responsible for the strategic direction of Investment Performance and Investment Operations – approximately $190B AUM. Her extensive 28 years in the financial industry includes Private Client, and Institutional Investments.
Detweiler has been a leader for a number of successful large, complex bank mergers, delivered numerous operational efficiency projects (on time and under budget), and has developed industry leading investment performance measurement support and service models. Last but not least, she established the first KPO for performance measurement, and while the industry averages a 35% attrition rate, Detweiler managed a 5% attrition rate the first year and 0% the second year.
Detweiler attended the University of Massachusetts Amherst from 1979 to 1981. She then joined a team of Investment Managers and Trust Administrators where she was responsible for trade support, Investment Reg. 9 review and client communications. Her experience as Senior Performance Analyst and Head of Investment Performance and Reporting next led her to Wells Fargo where she landed Lead Performance Analysis Manager. It was here that she led a high-performing team of 54 investment professionals responsible for delivering investment performance reporting and separately managed account investment operations services and support to hundreds of Investment Strategists and Portfolio Managers across the U.S.