Grace Apea

Grace Ata is the Vice President of Account Management at Equisoft. Grace has over 15 years of experience in various leadership roles in the financial services industry.

Ata started their career as a Bilingual Project Coordinator at Debut Medical Education in 2007. Grace quickly rose through the ranks and became the Lead- Client Services at Curomax in 2005. After 2 years in that role, they joined Dealertrack as the Senior Manager of Lender & OEM Operations in 2008. Grace spent 8 years at Dealertrack before joining Bluesun Inc. as the Vice President of Client Solutions & WealthServ Operations in 2016.

Ata is known for their strong communication skills and their focus on transparency and accountability. Grace has been instrumental in the success of several financial products, including the WealthServ Investments Back Office (Seg Funds & Mutual Funds), RepVision, ClientVision, WealthServ Insurance Back Office, WealthServ BI, SalesDrive & BluesunAdvisor.

Under Ata’s leadership, the account management team at Equisoft has continued to thrive and provide excellent service to its clients.

Grace Ata has a Bachelor of Science in Biology from the University of Waterloo. Grace also has Dale Carnegie Training in Business Analysis from the Schulich School of Business - York University. Grace is certified in Initiating and Planning Projects from Coursera.

Grace Ata reports to Luis Romero, Founder and CEO. Some of their coworkers include Anthony Stockley - VP, Wealth Solutions Canada, Brian Cosgrove - Chief Financial Officer, and Naintara Sahay - Vice President, Sales Insurance & Wealth Management, APAC.