First Rate CEO and Key Executive Team

• Dave Stone

  CEO & Co-Founder
• Trina Stone

  Executive Chair & Co-Founder
• Craig Wietz

  President
• Kate Baird

  Managing Director, Wealth Management Platform
• Rob Bethmann

  Managing Director, Broker/Dealer & RIA
• Emily Traxler

  Managing Director, Data Solutions
• Marshall Smith

  Managing Director, First Rate Ventures
• Sabine Adams

  Managing Director, Managed Hosting
• Deniqua Hill

  Chief Administrative Officer
• Jon Beadles

  Managing Director, Wealth $5-10B AUM
• Grayson Greer

  Managing Director, Global EU/LATAM
• Rachel Guy

  Managing Director, Wealth <$5B AUM
• Nayan Madhamshettiwar

  Managing Director, Global APAC/MENA & Professional Services
• Alex Serman

  Managing Director, Wealth $10B+ AUM, Institutional
• Nichole Rush

  Managing Director, First Rate Ventures
• Ahmad El-Katib

  Chief Product Officer

Source: firstrate.com, firstrate.com, firstrate.com, firstrate.com