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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 [...]

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 [...]

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 [...]

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 [...]

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

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 [...]

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 [...]

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 [...]