Estateably
Graeme Jones has a diverse work experience spanning over 15 years. Graeme is currently the Director of Client Strategy at Estateably since March 2023, where they are responsible for developing strategies to support client needs. Prior to this, they worked as the National Sales Director at Estateably from August 2021 to March 2023, overseeing the company's sales operations.
Before joining Estateably, Graeme worked at 4FRONT as the Corporate Partnerships Manager from May 2019 to August 2020. In this role, they managed corporate partnerships and fostered relationships with key stakeholders.
Graeme also gained valuable experience at DePaul University Athletics as a Ticket Sales Representative from September 2018 to March 2019. Graeme was responsible for selling tickets, managing game day operations, and generating revenue through outbound sales calls.
Earlier in their career, Graeme worked at BMO Financial Group from 2011 to 2016, holding various roles including Commercial Account Manager, Small Business Banker, and Financial Services Manager. Graeme also worked at TD Bank Group as a Financial Services Representative from 2007 to 2011.
Overall, Graeme Jones has a strong background in sales, partnerships, and financial services, with a proven track record of achieving results in each role.
Graeme Jones has a strong educational background in business and sports administration. Graeme obtained their Master of Business Administration (MBA) degree with a specialization in Management & Strategy from the DePaul Driehaus College of Business, graduating in 2019. Simultaneously, they also pursued a Master's degree in Sports Administration from Ohio University during the same period.
Prior to their postgraduate studies, Jones earned a Certificate in Financial Planning from the Canadian Securities Institute in 2016, focusing on finance. In 2010, they completed their Bachelor of Commerce (B.Com.) in Marketing from Concordia University.
Based on the provided information, Graeme Jones's education history spans from their Bachelor's degree in Marketing obtained in 2010 to their MBA and Sports Administration degrees completed in 2019.
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Estateably
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Estateably is an estate settlement platform that allows financial professionals to dramatically expedite the estate settlement process through the digitization of paper based processes while maintaining regulatory compliance.Across Canada, the process of settling an estate (from death to distribution of assets) takes on average four years. Manyfactors contribute to this inefficient process that has remained largely unchanged in over 20 years. A lack of digitization and software tools are available to trust companies, who are hired on behalf of a family to execute the will and estate. According to corporate executors, the largest inefficiencies stem from a lack of communication regarding the status of the estate, onboarding new agents, and delays with government agencies, among others.This is compounded by creating a complex business network of banks, executors, lawyers, accountants, governments and beneficiaries coming together to settle an estate. Furthermore, there is an inherent lack of trust among each party as they can be individually held legally liable for any error committed throughout the process.We have seen that across north America there is a growing demand for estate services while the continent prepares for the largest transfer of wealth in history. In fact, it is projected that in Canada alone, $750 billion dollars will be inherited over the next decade, [1] a majority of which will demand the services of corporate agents. As it stands, trust companies are not able to keep up with internal demand for settlement services, let alone market their services to a large growing market.Estateably aims to solve the inefficiencies of the estate settlement process by providing a workflow tool to trust companies to digitize their process, automating time-consuming tasks. The platform will leverage distributed ledger technology to create a bridge between financial institutions and appropriate government agencies.