High School Football Comes Full-Circle Leading to an Unexpected Passion for Mentorship

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 [...]

First Rate ‘Pays It Forward’ to Fight the Effects of COVID-19

Blake Miller( Corporate Chaplain )Blake joined First Rate in 2018 as our Corporate Chaplain.Blake joined First Rate in 2018 as our Corporate Chaplain. www.firstrate.com

How a First Rate India Team Member Created Her Dream Job

Shahanaz Kannemadugu( Analyst )Shahanaz works in our First Rate India office based in Hyderabad, India. Her primary role is a Performance Analyst. She recently passed the CFA Investment [...]

First Rate Celebrates International Women’s Day

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 [...]

An American Pastime Paves the Way in Building a Strong Community

Bernita McWilliams( Accounting Associate )Bernita has worked at First Rate as an Accounting Associate since 2007. www.firstrate.com

First Rate is Full of Holiday Cheer with a Mission to Love, Give, Serve, & Enjoy

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 [...]

From Commute to Community: A Transition that Enhanced the Life and Community of First Rate’s Chief Business Development Officer

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

An Inner Calling Inspires New Beginnings & a Passion to Pursue First Rate Living

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 [...]

A Day in the Life: A Culture Dive into India to Connect, Thrive, and Make Strides

Grayson Greer( Investment Performance Auditor )Grayson was responsible for facilitating the flow of ideas and the handoff of processes, and clients in the India office. He developed training [...]

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 [...]

page 1 of 2