CoAdvantage Executive and Leadership Team

June, 2026

Leadership Overview

CoAdvantage has 7 executives leading key functions including strategy, technology, information systems, finance, operations, and regional management.

Driven by a commitment to empowering small businesses, CoAdvantage provides comprehensive HR solutions, enabling entrepreneurs to concentrate on growth and development through expert administration of payroll, benefits, and workers' compensation.

Leadership Roles at CoAdvantage

  • Chairman & Chief Executive Officer - James Neve
  • Chief Financial Officer - Tre Sasser
  • Chief Operating Officer - Kristen Appleman
  • General Manager, President, Florida - Thomas Shehan
  • Founder & President & General Manager - Phillip Carollo
  • Chief Technology Officer - John Hale
  • Chief Information Officer - Mark Zimmerman
  • James Neve - Chairman & Chief Executive Officer

    James Neve, the Chairman & Chief Executive Officer at CoAdvantage, directs the overarching strategy and vision for the organization. Neve guides the company's expansion and market positioning, ensuring CoAdvantage remains a premier HR outsourcing partner for small businesses nationwide. This leadership role involves setting corporate objectives and fostering a culture of excellence in HR administration, including payroll, benefits, and workers' compensation services. Neve's strategic direction ensures that the company's integrated and flexible approach to personalized HR management consistently delivers top-level services across diverse industries. By focusing on core HR functions, James Neve enables small business owners to reallocate resources toward critical growth and development initiatives, solidifying CoAdvantage's impact in the small business community.
    James Neve

    Tre Sasser - Chief Financial Officer

    Tre Sasser, the Chief Financial Officer at CoAdvantage, directs the company's financial strategy and fiscal management. Sasser oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring the economic health and sustainability of CoAdvantage's HR outsourcing services. This executive role is crucial for maintaining the company's capacity to offer competitive payroll, benefits, and workers' compensation solutions to small businesses across the United States. Tre Sasser's financial acumen supports CoAdvantage's integrated approach to personalized HR management, enabling strategic investments in technology and service enhancements. By ensuring sound financial practices, Sasser empowers the organization to continue its mission of helping small business owners focus on growth and development.

    Kristen Appleman - Chief Operating Officer

    Kristen Appleman, the Chief Operating Officer at CoAdvantage, oversees the day-to-day operational execution of the company's HR services. Appleman ensures the efficient and effective delivery of payroll, benefits administration, and workers' compensation programs to a diverse small business clientele nationwide. This leadership position is central to maintaining CoAdvantage's reputation for providing top-level, personalized HR management. Kristen Appleman drives operational improvements and process optimization, enhancing the integrated and flexible approach that allows business owners to redirect resources toward growth. By managing core HR functions with precision, Appleman directly supports the company's mission to empower small businesses through expert outsourcing.

    Thomas Shehan - General Manager, President, Florida

    Thomas Shehan, the General Manager, President, Florida at CoAdvantage, leads regional operations and strategic initiatives within the Florida market. Shehan directs the delivery of comprehensive HR solutions, including payroll, benefits, and workers' compensation, tailored to the specific needs of Florida-based small businesses. This executive role ensures CoAdvantage's personalized HR management approach resonates with local entrepreneurs, fostering growth and development. Thomas Shehan's leadership focuses on strengthening the company's presence and service quality in Florida, reinforcing its commitment to being a trusted outsourcing partner. By optimizing regional operations, Shehan enables Florida business owners to concentrate on expanding their enterprises.
    Thomas Shehan

    Phillip Carollo - Founder & President & General Manager

    Phillip Carollo, the Founder & President & General Manager at CoAdvantage, established the company's foundational principles of expert HR outsourcing. Carollo guides the strategic direction and operational excellence across the organization, ensuring the continued delivery of high-quality payroll, benefits, and workers' compensation services to small businesses nationwide. This leadership role embodies CoAdvantage's commitment to providing an integrated and flexible approach to personalized HR management. Phillip Carollo's vision empowers business owners to refocus resources on growth and development by expertly handling core HR functions. As Founder, Carollo remains dedicated to the company's mission of supporting small business success through comprehensive HR solutions.

    John Hale - Chief Technology Officer

    John Hale, the Chief Technology Officer at CoAdvantage, architects the company's technological infrastructure and innovation roadmap. Hale oversees the development and implementation of cutting-edge technology solutions that enhance the delivery of HR services, including payroll processing, benefits administration, and workers' compensation management. This critical role ensures that CoAdvantage's integrated platform remains robust, scalable, and secure, supporting the diverse needs of small businesses across all states. John Hale drives technological advancements that streamline operations and improve user experience for clients, directly contributing to the company's ability to offer personalized HR management. By leveraging technology, Hale empowers CoAdvantage to provide efficient and effective HR solutions, allowing business owners to focus on growth.
    John Hale

    Mark Zimmerman - Chief Information Officer

    Mark Zimmerman, the Chief Information Officer at CoAdvantage, manages the company's information systems and data security protocols. Zimmerman ensures the integrity, availability, and confidentiality of client data, which is paramount in HR administration, payroll, and benefits management. This leadership position involves overseeing the IT infrastructure that supports CoAdvantage's operations nationwide, safeguarding sensitive information for small businesses. Mark Zimmerman's focus on robust information systems directly supports the company's commitment to providing personalized and flexible HR solutions. By maintaining secure and efficient IT operations, Zimmerman enables CoAdvantage to deliver reliable services, allowing business owners to concentrate on expanding their enterprises without concern for data breaches or system failures.
    Mark Zimmerman

    Explore Leadership Teams in Membership Organizations

    Frequently Asked Questions Regarding CoAdvantage Top Executives and Leadership Team

    Who leads CoAdvantage?
    CoAdvantage is led by James Neve (Chairman & Chief Executive Officer), along with executives such as Tre Sasser (Chief Financial Officer) and Kristen Appleman (Chief Operating Officer).
    Who is part of CoAdvantage’s executive team?
    The executive team of CoAdvantage includes leaders such as James Neve (Chairman & Chief Executive Officer), Tre Sasser (Chief Financial Officer), Kristen Appleman (Chief Operating Officer) and other senior executives.
    How many executives does CoAdvantage have?
    CoAdvantage has 7 executives leading key business areas.
    What roles are included in CoAdvantage’s leadership team?
    The leadership team of CoAdvantage includes roles such as Chairman & Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, General Manager, President, Florida, Founder & President & General Manager.