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 [...]

First Rate Adopts a Stewardship Culture, Too

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 [...]

FIRST RATE WINS TWO WEALTHMANAGEMENT.COM 2016 INDUSTRY AWARDS

Arlington, TX  – First Rate, a leading provider of wealth management solutions, today announced it was named 2016 Industry Awards winner in the “Technology – Compliance” and the “Technology – [...]

FIRST RATE ANNOUNCES THE OPENING OF A NEW OFFICE IN HONG KONG

First Rate’s Hong Kong office will bring the Asia-Pacific region a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s [...]

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