First Rate

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First Rate Employees

Employee
Years
Job
Industry
Tim Dahl Tim Dahl Fort Worth, Texas Details
Tim Dahl's First Rate Experience April 2012 - May 2012
Job Fort Worth area IT professional: Gets things done!
Industry Information Technology and Services
Experience
Smith & Nephew  July 2012 - Present
Self  2000 - Present
Healthpoint  May 2012 - June 2012
First Rate   April 2012 - May 2012
Warner/Chappell Production Music  October 2008 - April 2012
S1 Songs Ameircia, LLC   August 2005 - September 2008
615 Music   July 2005 - August 2005

Skills
Windows 7, Active Directory, Help Desk Support, Microsoft Exchange, Microsoft Office, iPhone, Technical Support, Windows XP, Laptops, Customer Service, Remote Desktop, VMware, VPN, Dell Computers, OS X, HP, PC building, Xerox Printers, Windows Imaging, Computer Hardware, Lotus Notes, Android, ImageX, HP Laptops, Dell Printers, Windows 8, HP Printers, Zebra Printers, Printers, Windows Intune, MobileIron, Troubleshooting

Education
Middle Tennessee State University   2002 — 2005
BS, Music Business, Business Administration

Onondaga Community College   2000 — 2001
Electronic Multimedia Communications(Radio/TV)

David McCoy David McCoy Greater Los Angeles Area Details
David McCoy's First Rate Experience 2008 - 2009
Job Area Manager at Axia | commerce solutions and payment technology
Industry Financial Services
Experience
Axia Payments   December 2014 - Present
LearnToLead   September 2014 - October 2014
First Rate Afghanistan   April 2012 - September 2014
EDUCATIONAL CONCEPTS INTERNATIONAL   2009 - March 2012
First Rate   2008 - 2009
EDUCATIONAL CONCEPTS INT   2005 - 2007
EDUCATIONAL CONCEPTS INT   2003 - 2005
EDUCATIONAL CONCEPTS INT   August 2002 - August 2003

Skills
Leadership, Project Management, Organizational..., Project Planning, Training, Budgets, Strategic Planning, Non-profits, Business Development, Entrepreneurship, International Business, Conflict Resolution, Management Consulting, Business Planning, Governance, Business Strategy, Human Resources, Public Speaking, Team Management, Strategy, Proposal Writing, Strategic Leadership, Leadership Development, Finance, Team Leadership, Operations Management, International Project..., Nonprofits, Program Management, Coaching, Procurement, Management, Marketing, Analysis, Consulting, Change Management

Education
Regent University   2010 — 2014
BS, Business Administration and Management with Minor in Leadership

Thousand Oaks Highschool   1998 — 2001

Todd Brunskill Todd Brunskill Dallas/Fort Worth Area Details
Todd Brunskill's First Rate Experience July 2000 - May 2014
Job
Industry Financial Services
Experience
SunGard Financial Systems  October 2014 - Present
Informa Investment Solutions  June 2014 - October 2014
First Rate   July 2000 - May 2014
Annuity Board of the Southern Baptist Convention   February 1999 - July 2000
Wilshire Associates  May 1997 - February 1999
NationsBank  1988 - 1997
Arrows Soccer   1988 - 1989
Arrows Soccer   1988 - 1989
Fidelity Investments  January 1985 - August 1988

Skills
Investment Management, Investments, Performance Measurement, Third Party Vendor..., Sales, Direct Sales, Sales Presentations, Marketing, Direct Marketing, Customer Service, Customer Oriented, Building Relationships, Relationship Management, Business Relationship..., Event Management, Account Management, Operations Management, Fund Accounting, Financial Analysis, Mutual Funds, Alternative Investments, Fixed Income, Leadership, Securities, Analysis, Financial Services, Portfolio Management, Banking, Management, Wealth Management, Equities, Valuation, Investment Strategies, Investment Advisory, Executive Management, Bloomberg, Asset Allocation, Strategic Financial..., Strategy, Strategic Partnerships, Financial Modeling, Asset Management, Risk Management, Finance, CRM, Business Analysis, Analytics, Consulting, Process Improvement, Capital Markets

Education
Hardin-Simmons University   1982 — 1984
BBA, Finance

Chapman University   1980 — 1982
Finance

Christian Jaeger, CFA Christian Jaeger, CFA Dallas/Fort Worth Area Details
Christian Jaeger, CFA's First Rate Experience 2001 - Present
Job Account Executive
Industry Financial Services
Experience
First Rate   2001 - Present
SEI  2004 - 2005

Skills
Securities, Performance Management, Investments, Financial Reporting, Finance, Wealth Management, Wine, German, Customer Service, Building Relationships, Investment Advisory, Travel, Financial Analysis, Fixed Income, Investment Management, Performance Measurement, Business Analysis, Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Modeling, Hedge Funds, New Business Development, Valuation

Education
The University of Texas at Arlington   1995 — 2001
MBA, Finance

Kate Baird Kate Baird Dallas/Fort Worth Area Details
Kate Baird's First Rate Experience August 1994 - Present
Job Director at First Rate, First Rate
Industry Computer Software
Experience
First Rate   August 1994 - Present
SEI Investments  1985 - 1994
National FSI   1985 - 1993
Automated Systems Inc  1984 - 1985
ASI  1984 - 1985

Education
Augustana University (SD)   1980 — 1984
B.A.

Craig Wietz Craig Wietz Dallas/Fort Worth Area Details
Craig Wietz's First Rate Experience Managing Director - Service BureauFirst Rate, Inc.
Job at
Industry Financial Services
Experience
First Rate, Inc.   March 2011 - Present
First Rate   Managing Director - Service BureauFirst Rate, Inc.

Skills
Business Analysis, Investments, MS Project, Equities, Portfolio Management, Securities, Microsoft Office, Performance Measurement, Mutual Funds, Fixed Income, Wealth Management, Investment Management, Financial Modeling, Customer Service, New Business Development, Business Strategy, Investment Advisory, Process Improvement, Microsoft Excel, Project Management, SQL, Program Management, Relationship Management, Leadership, Team Building, Software Project..., Financial Analysis, Microsoft SQL Server, Software Documentation, Analysis, Strategic Planning, Executive Management, Alternative Investments, Strategy, Finance, Financial Services, Strategic Financial..., Team Leadership, Data Analysis, SDLC, Start-ups, Asset Allocation, Asset Management, Risk Management, Bloomberg, Due Diligence, Series 7, Hedge Funds, Investment Strategies, Financial Operations

Education
University of North Texas   1982 — 1987
BBA, Finance

Ann Lane Ann Lane Dallas/Fort Worth Area Details
Ann Lane's First Rate Experience March 2005 - April 2013
Job Training Manager at First Rate, Inc.
Industry Financial Services
Experience
First Rate, Inc.   April 2013 - Present
First Rate   March 2005 - April 2013
First Rate, Inc  March 2005 - March 2010
Fidelity Investments  2000 - 2005
SEI  1991 - 1996

Skills
Access, Account Management, Business Analysis, Customer Service, Data Analysis, Equities, Finance, Financial Analysis, Fixed Income, Investments, MS Project, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, PowerPoint, Software Documentation, Team Building, Team Leadership, Training, Strategic Planning

Education
Baylor University   1975 — 1976
M.S., Speech Pathology; Audiology

Harding University   1971 — 1975
B.S., Speech Therapy

Rob Bethmann Rob Bethmann Dallas/Fort Worth Area Details
Rob Bethmann's First Rate Experience February 2011 - March 2012
Job Client Service Manager at First Rate, Inc
Industry Financial Services
Experience
First Rate, Inc  April 2012 - Present
First Rate   February 2011 - March 2012

Skills
Performance Measurement, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Strategic Financial..., Troubleshooting, Relationship Management, Mutual Funds, Fixed Income, Securities, Software Documentation, Equities, PowerPoint, Alternative Investments, Investment Advisory, Asset Allocation, Microsoft Office, Investment Management, MS Project, Business Analysis, Data Analysis, Wealth Management, Customer Service, Process Improvement, SQL, Valuation, Finance

Education
The University of Texas at Arlington   1995 — 1998

Silver Pinson Silver Pinson Dallas/Fort Worth Area Details
Silver Pinson's First Rate Experience June 2005 - Present
Job Performance Analyst at First Rate
Industry Financial Services
Experience
First Rate   June 2005 - Present

Education
University of Texas at Arlington   2006 — 2007

Amie Arnold Amie Arnold Greater Los Angeles Area Details
Amie Arnold's First Rate Experience May 2008 - June 2012
Job Office Manager at A. Hoegee & Sons, Inc.
Industry Construction
Experience
A. Hoegee & Sons, Inc.   April 2014 - Present
Diamonds in the Rough Sports Foundation   August 2011 - April 2014
First Rate   May 2008 - June 2012
M & G Equities Inc   March 2007 - May 2009
Buyer Team Realty & Team Home Loans   February 2004 - March 2007

Skills
Event Planning, Marketing, Social Media Marketing, Sales, Microsoft Office, Social Media, Microsoft Excel, Real Estate, Nonprofits, PowerPoint, Account Management, Strategic Planning, Microsoft Word, Event Management, QuickBooks, Accounting, Payroll, Marketing Strategy, Facebook

Education
El Camino College   2011 — 2013
In Progess, Nursing

West High   1994 — 1998

Gabe Gildner Gabe Gildner Dallas/Fort Worth Area Details
Gabe Gildner's First Rate Experience November 2007 - June 2011
Job Fulfillment Manager at First Rate, Inc
Industry Financial Services
Experience
First Rate, Inc  November 2014 - Present
First Rate, Inc  April 2012 - October 2014
First Rate   November 2007 - June 2011

Skills
Business Analysis, Process Improvement, Project Management, Performance Measurement, SQL, Portfolio Management, Data Analysis, Customer Service, Investments, Microsoft Excel, Python, Java

Education
Cornell College   2003 — 2007
B.A., Math, Art

Clint Duncan Clint Duncan Dallas/Fort Worth Area Details
Clint Duncan's First Rate Experience 2007 - 2007
Job Senior Strategy Analyst, Distribution and Data Commercialization at American Airlines
Industry Financial Services
Experience
American Airlines  May 2014 - Present
American Airlines  December 2012 - Present
DynCorp International  August 2010 - December 2012
Rothstein Kass  October 2008 - March 2010
American Airlines  2008 - 2009
First Rate   2007 - 2007
Merrill Lynch  2005 - 2006

Skills
Financial Reporting, Accounting, Variance Analysis, Finance, General Ledger, Financial Analysis, GAAP, US GAAP, Auditing, Financial Modeling, Internal Controls, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, SEC filings

Education
Texas Christian University - M.J. Neeley School of Business   2005 — 2007
Bachelor of Business Administration, Finance, Accounting

Tarrant County College

Curt Graham Curt Graham Greater Boston Area Details
Curt Graham's First Rate Experience 1999 - Present
Job Director of Products at First Rate
Industry Financial Services
Experience
First Rate   1999 - Present
Deustche Bank  1996 - 1999

Skills
Business Analysis, Performance Measurement, Equities, Alternative Investments, Microsoft Excel, Portfolio Management, Microsoft Office, Fixed Income, Financial Analysis, Data Analysis, Investment Management, SDLC, Software Documentation, Investments, Process Improvement, Securities, Wealth Management, SQL, Strategic Planning, Program Management, Mutual Funds, Project Management, Relationship Management, Leadership, MS Project, Customer Service, Business Strategy

Education
Ithaca College
BS, Management

Jeanne Benson Jeanne Benson Dallas/Fort Worth Area Details
Jeanne Benson's First Rate Experience June 2010 - December 2013
Job Director, Senior Client Service Manager at First Rate, Inc.
Industry Computer Software
Experience
First Rate, Inc  January 2014 - Present
First Rate   June 2010 - December 2013
First Rate, Inc  March 2008 - June 2010

Skills
Performance Measurement, Portfolio Management, Process Improvement, Business Analysis, Investments, Project Management, Strategic Planning, Team Leadership, Financial Analysis, SQL, Sales, Business Strategy, Customer Service, Microsoft Excel, Data Analysis, Equities, Mutual Funds, Wealth Management, Securities, Fixed Income, Microsoft Office, SDLC, Finance, Bloomberg, Fund Accounting, Relationship Management, Analysis, PowerPoint, Team Building, Strategic Financial..., Software Documentation, Alternative Investments, Leadership, Investment Advisory, Project Planning, Strategy

Education
Texas Tech University - Rawls College of Business   1979 — 1981
BA, Finance

Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General