Kate Baird

Managing Director Wealth Management Platform

Role
Managing Director at First Rate Vantage Part Of First Rate
Location
Arlington, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kate Baird

I am known for seeing connections and finding elegant solutions that solve issues wealth managers are experiencing- so they can better serve investors. I get jazzed by creating simple solutions to complex problems using technology. Being a woman in financial technology has been a surprising and exciting journey that has utilized all my passions and interests. I speak fluent people, finance, technology, music, food and art. Bringing harmony to the communities that I\'m in each day is my primary aim. I\'m a wife, parent, grandparent, watercolor artist, musician and advisory board member for non-profits in addition to my duties at First Rate. My husband and I are currently working on our bucket-list of epic concerts.

Experience

  1. Managing Director

    First Rate Vantage Part Of First Rate

    Apr 2022 — Present · Arlington, TX, US

Education

  • Augustana University (SD)

    B.A.

    1980 — 1984

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Kate Baird — Managing Director at First Rate Vantage Part Of First Rate in Arlington, TX, US | Unifers