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FIRST RATE TEAM MEMBERS

FOUNDERS & PRESIDENT

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TRINA STONE

Executive Chair & Co-Founder

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DAVID A. STONE

CEO & Co-Founder

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CRAIG WIETZ

President

MANAGING DIRECTORS

MARKETS & ADMINISTRATION

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KATE
BAIRD

Alternative Asset Management

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JON
BEADLES

Trust – $5-10B

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ROB
BETHMANN

Broker Dealer

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RACHEL
GUY

Community Trust

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DENIQUA
HILL

Chief Administrative Officer

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NAYAN
MADHAMSHETTIWAR

Professional Services

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ALEX
SERMAN

Wealth

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MARSHALL
SMITH

First Rate Ventures

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EMILY
TRAXLER

Institutional

GENERAL MANAGERS

SOFTWARE AS A SERVICE

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DEBRA
DETWEILER

Performance and Integrations

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SABINE
ADAMS

Managed Hosting

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BO
MCWILLIAMS

Reporting and Analytics

GENERAL MANAGERS

INTERNATIONAL OFFICES

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JESSICA
PAGADALA

First Rate Infotech

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INJEE
JUNG

First Rate Afghanistan

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