First Rate Ventures
Claire Lyall is an experienced business solutions professional with a career spanning over two decades in various analytical and leadership roles. Currently serving as Business Solutions Lead and Lead Business Analyst at First Rate, Inc since April 2021, Claire has previously worked as a Senior Business Analyst at Platform Securities from September 2013 to April 2021, and held positions at TD Wealth Institutional and Birmingham City Council. Claire began the career as an Assistant Accountant at Mettis Aerospace and gained significant analytical experience at PwC, including roles as Peoplesoft HR EMEA Analyst and Business Analyst. Claire's diverse background encompasses business transformation and service design, showcasing a strong expertise in driving organizational change and strategic solutions.
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First Rate Ventures
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Their reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.