Danielle Snailer

Robert Mehringer, CFA

Blake Miller

John Watkins

Sue Taylor

Sue Taylor, Fulfillment Manager of Performance and Integrations in the Products group, has been with First Rate since 2004. She is responsible for leading the team charged with new product [...]

Layne Wharton

Layne Wharton, Client Service Manager, is responsible for managing client relationships within Service Bureau and oversees a team of strong industry professionals. She joined First Rate in 2012 [...]

Scott Dahlman

Scott Dahlman is an Account Executive in First Rate’s Business Development group. Scott joined First Rate in 2016 and works primarily with prospective clients and key strategic relationships. [...]

Stephen Campisi, CFA

Ron Surz

Julie Windom

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