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Dave St. Geme is the Co-Founder and Head of Product at Luminary, known for launching innovative estate planning tools and publishing influential articles on wealth transfer.
Dave St. Geme's Title
Dave St. Geme is the Head of Product and Co-Founder at Luminary. In his role, he is responsible for overseeing product development, driving innovation, and ensuring the company’s solutions meet the evolving needs of their clients. His leadership has been instrumental in the development and successful launch of multiple pioneering tools in the estate planning and wealth transfer sectors.
Dave St. Geme's Achievements
Dave St. Geme has achieved significant milestones in the fintech industry. He spearheaded the launch of the Presentation Builder on February 28, 2024, a tool that automates the creation of tailored estate plan reports. Additionally, he introduced a modeling tool for illustrating hypothetical changes to estate plans on February 20, 2024. Under his guidance, Luminary celebrated the completion of SOC 2 Type 2 on July 20, 2023, and announced an integration with Addepar on July 5, 2023. These initiatives have positioned Luminary as a leader in transforming wealth transfer through technology.
Dave St. Geme's Publications
Dave St. Geme has contributed to the fintech and estate planning fields through several insightful publications. His works include 'Transfer-alpha: Value hiding in plain sight' published on January 8, 2024, which delves into hidden value opportunities in wealth transfer. Other notable publications are 'Cutting to the Chase: AI-assisted Document Review' on November 29, 2023, and 'Teamwork Makes (the Client's) Dream Work' on November 1, 2023, which highlight the impact of AI and collaborative efforts in enhancing client outcomes.
Dave St. Geme's Innovations
Dave St. Geme has been at the forefront of several groundbreaking innovations at Luminary. He introduced the Luminary Estate Waterfall on September 19, 2023, a tool designed to streamline estate planning processes. Additionally, he launched the Legacy Blueprint on June 20, 2023, which provides a comprehensive framework for wealth transfer. These innovations reflect his commitment to leveraging technology to simplify complex estate planning tasks and deliver superior value to clients.
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