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 [...]

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. [...]

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