Money-Weighted Returns – It’s Not Just for Private Equities
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
Is Ongoing Goal Progress Reporting Dead in the Trust Space? It’s Not Until the Investor Is.
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
First Rate Lead Analyst Leads the Fight for Kids in Need at Camp Impact
First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]
Build Your House on the Rock: The Aftermath of Hurricane Harvey
Emily Traxler( Chief Marketing Officer, Director )Emily Traxler, Chief Marketing Officer, Director, has been with First Rate since 2010. In her role she manages the Marketing team to expand [...]
The 10 Year Transformation: Building Business Development by Embracing Business as a Mission
Brian Puerschner( Account Manager, Business Development )Brian Puerschner, Account Manager with the Business Development team, joined First Rate in 2008. Puerschner initially served as the [...]
The Unexpected Adventure of Hyderabad: Building Long-Distant Relationships that Will Last a Lifetime
Debra Detweiler( Product Manager, Products – Reporting & Analytics )Debra L. Detweiler, Product Manager – Reporting & Analytics, has been with First Rate since 2017. You can connect [...]
Perfecting Client Services One Day at a Time: 3 Ways Daily Stand Up Meetings Play a Role in Client Satisfaction
Rob Bethmann( General Manager, Service Bureau )Rob Bethmann joined First Rate as the firm’s 10th employee in 1998. He has served in multiple business units in the company and currently serves as [...]
Fueling a GM’s Passions: A Journey of First Rate Values
Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]
Three Ways an HR Generalist Empowers Others by Living Out First Rate Values
Danielle Snailer( HR Generalist & Trainer )Danielle was hired at First Rate in 2008 on a part-time basis following her graduation from college and became a full-time employee the following year. [...]
First Rate: The New Hall of Famer
Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]
