Bo McWilliams

Bo McWilliams has a diverse work experience spanning over several companies and roles. The most recent position held by Bo was as the Managing Director - Reporting and Analytics at First Rate, Inc, starting in July 2022. Prior to that, Bo served as the Chief Technology Officer and Chief Operating Officer at the same company, from January 2020 to January 2021 and from January 2019 to January 2020, respectively. Before joining First Rate, Inc, Bo worked as the General Manager-Director, ASP at the same organization from May 2010 to January 2019.

Bo's career began at HD Vest, Inc. in October 1993, where they worked as the Director of Information Services until October 1998. Subsequently, Bo joined Portfolio Logix, Inc. as a Partner from October 1999 to October 2001. Following this, Bo served as the Director of Application Development at Crescent Real Estate from October 2001 to October 2007. Eventually, Bo returned to First Rate, Inc. in October 2007 as the Director of Consulting until May 2010.

Overall, Bo McWilliams has held various leadership positions in the technology and financial sectors, showcasing their expertise and adaptability.

Bo McWilliams attended the University of Tennessee, Knoxville from 1980 to 1983, where they studied Accounting and Computer Science. Bo then went on to The University of Southern Mississippi from 1982 to 1985, where they pursued a Bachelor of Science degree in Computer Science and Accounting.