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First Rate Taps Global Marketing Leader and CEO April Rudin to Join Company’s Board of Directors

First Rate, a global leader in providing AI reporting and compliance services for the wealth management industry, has added global marketing strategist April Rudin, CEO of The Rudin Group, to its Board of Directors.

“We are thrilled to welcome April to our talented board,” said First Rate’s President, Craig Wietz. “The wealth management industry is experiencing a significant transformation, and First Rate is at the forefront of this change. As one of our distinguished board members, April will help us with sophisticated, strategic marketing and communications that will reinforce our leadership position in the industry.”

As founder and CEO of The Rudin Group, Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices. The Rudin Group recently celebrated 15 years of successful service.

“First Rate has been at the forefront of wealthtech and their reputation as a world-class leader in this space speaks for itself. Trina and Dave’s passion matches my own and together we will continue to elevate the company’s brand among RIAs, asset managers, and family offices. I look forward to what comes next,” said April Rudin.

Rudin has been disrupting the financial services marketing landscape since 2008 with the founding of The Rudin Group. She and her team specialize in creating customized and compliant marketing solutions for multi-family offices, wealth management firms, private banks, RIAs, wealthtechs/fintechs, and other financial services firms that want to be visible in the UHNW/HNW space. In addition, she/her firm has been recognized globally with awards for her multi-generational strategy, messaging, content creation, social/digital media, PR/media marketing, and UHNW/HNW inbound lead generation talents.

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