Kate Baird is currently the Managing Director of First Rate Vantage, where they focus on developing innovative solutions for wealth management. With extensive experience at First Rate, having previously served as Managing Director of the Wealth Management Platform and General Manager of Consulting, Kate has a proven track record of creating effective technology-driven solutions for investment performance analysis. Earlier in their career, Kate worked as a Business Analyst at SEI Investments and National FSI. Known for their ability to connect finance and technology, Kate is passionate about bringing harmony to their communities through various interests, including music and art.
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