Rachel Guy has been with First Rate since 2013. As Managing Director, she is responsible for overseeing the strategic direction of First Rate Community Trust, which is focused on providing scalable and flexible WealthTech solutions to clients under $5 Billion AUM including client reporting, data aggregation, and investment performance measurement.
Rachel previously served in client service roles at First Rate, where she was responsible for all post-sale services, from implementations to renewals. Her experience with meeting client expectations, and understanding their current and future needs allowed her to naturally transition into a strategic role to leading the First Rate Community Trust in a direction to better serve its market and help solve its unique challenges with innovative and scalable technology solutions.
Outside of First Rate, Rachel serves as the Director of Camp Impact, a local non-profit summer camp provided to homeless and underprivileged children.