Ann Lane

Director - Manager, First Rate University

Ann Lane, Manager of First Rate University, joined the First Rate team in 2005. In her current role, Lane manages and develops the learning and development programs for clients, prospects and employees through an online learning management system. She also works with firms to create training and development goals that are closely aligned with core business and departmental objectives. Prior to this position, Ann was an Account Executive in Business Development and also served as a Client Service Manager in the Service Bureau department.
Lane has more than twenty-five years of experience in the financial services industry. Before landing at First Rate, Ann worked for 15 years in the 401(k) industry which honed her investment and financial skills, beginning  with SEI in the 401(k) recordkeeping and implementation group and  finally at Fidelity as a Core 401(k) Relationship Manager.
Lane received her Bachelors of Science degree in Speech Therapy from Harding University and her Masters of Science degree in Speech Pathology and Audiology from Baylor. Lane is currently working on her PhD in Organizational Leadership to be completed in 2018. Outside of First Rate, Lane loves spending time with her family and friends, reading and likes to travel to new places.