Leadership Overview
Planview has 8 executives leading key functions including strategy, financial operations, organizational alignment, information security, legal compliance, human capital, and regional business management.
Focused on delivering integrated project and workforce management solutions, Planview empowers global enterprises to optimize resource allocation and accelerate digital transformation through advanced software platforms.
Focused on delivering integrated project and workforce management solutions, Planview empowers global enterprises to optimize resource allocation and accelerate digital transformation through advanced software platforms.
Leadership Roles at Planview
Gregory Gilmore - Chief Executive Officer
Gregory Gilmore, the Chief Executive Officer at Planview, directs the overarching corporate strategy and long-term vision for the enterprise software organization. By aligning product development with market demands for integrated project management, Gilmore ensures the company maintains a competitive edge in the global software landscape. This leadership role involves constant collaboration with the Board to drive sustainable growth and operational excellence across all business units. Gregory Gilmore monitors key performance indicators to verify that the organization meets its ambitious revenue targets while expanding its footprint in international markets. Through rigorous oversight of the executive team, the Chief Executive Officer fosters a culture of innovation and accountability. By prioritizing customer success and technological advancement, Gilmore secures the market position of the firm as a leader in workforce management solutions, ultimately guiding the company toward continued success in the evolving digital economy.
Chris Nester - Chief Financial Officer
Chris Nester, the Chief Financial Officer at Planview, manages the fiscal health and capital allocation strategies for the global enterprise software provider. Overseeing financial planning, reporting, and treasury functions, the Chief Financial Officer ensures the company maintains robust liquidity to support ongoing research and development initiatives. This role involves analyzing complex market data to optimize pricing models and improve profit margins across diverse product lines. Chris Nester collaborates with the executive leadership team to evaluate potential acquisitions and strategic investments that align with the long-term growth objectives of the firm. By implementing rigorous internal controls and financial governance, Nester mitigates operational risks while maximizing shareholder value. Through precise forecasting and disciplined budget management, the Chief Financial Officer provides the necessary financial foundation for the company to scale its operations effectively across North American and international markets, ensuring sustained economic stability.

Gerald Weghorst - President
Gerald Weghorst, the President at Planview, manages the operational execution of the core software product lines and drives the go-to-market strategy for the enterprise project management division. Overseeing the product management and engineering teams, the President ensures that the software solutions meet the complex needs of global clients. This role involves coordinating with sales and marketing departments to accelerate market penetration and increase the adoption of the company's workforce management tools. Gerald Weghorst monitors the competitive landscape to identify opportunities for product differentiation and feature expansion. By streamlining the product development lifecycle, Weghorst enhances the efficiency of the organization and ensures that the company delivers consistent value to its customer base. Through the leadership of key operational divisions, the President directly impacts the revenue growth and market influence of the firm, ensuring that the company remains at the forefront of the enterprise software industry.
Oscar Romano - President
Oscar Romano, the President at Planview, directs the global service delivery and customer success operations for the enterprise software organization. Overseeing the implementation and support teams, the President ensures that clients receive maximum value from the integrated project and workforce management platforms. This role involves managing the professional services division to drive high levels of customer satisfaction and long-term retention across international markets. Oscar Romano collaborates with the product and sales teams to refine the service delivery model, ensuring that the company provides tailored solutions that address specific industry challenges. By optimizing the customer journey, Romano enhances the reputation of the firm as a trusted partner in digital transformation. Through the strategic management of service operations, the President supports the overall growth objectives of the company, ensuring that the organization maintains strong relationships with its global client base while scaling its service capabilities.
Amy Madden - Chief of Staff
Amy Madden, the Chief of Staff at Planview, coordinates cross-functional initiatives and streamlines communication between the executive leadership team and the broader organization. By facilitating strategic planning sessions, the Chief of Staff ensures that departmental goals remain synchronized with the core mission of the company. This role involves managing high-priority projects that require immediate attention and cross-departmental cooperation to drive operational efficiency. Amy Madden monitors the execution of corporate objectives, providing the necessary support to remove bottlenecks and accelerate project delivery timelines. Through the synthesis of complex information, Madden enables the executive team to make data-driven decisions that impact the global software business. By fostering transparency and accountability across all levels, the Chief of Staff optimizes internal workflows and enhances the overall effectiveness of the organization, ensuring that the company remains agile in a rapidly changing technological environment.
Joe McMorris - Chief Information Officer & Chief Information Security Officer
Joe McMorris, the Chief Information Officer & Chief Information Security Officer at Planview, architects the digital infrastructure and security protocols necessary to protect the enterprise software assets of the firm. Overseeing global IT operations, the Chief Information Officer & Chief Information Security Officer ensures that all internal systems support the high-performance requirements of the workforce management platform. This role involves implementing advanced cybersecurity frameworks to safeguard sensitive client data against evolving digital threats. Joe McMorris collaborates with engineering teams to integrate secure, scalable cloud solutions that enhance product reliability and user experience. By managing the technological roadmap, McMorris ensures that the company leverages cutting-edge tools to maintain its competitive advantage. Through the continuous assessment of IT risks and the deployment of robust defense mechanisms, the Chief Information Officer & Chief Information Security Officer maintains the integrity and availability of the global software services provided to clients.
Chris Carsen - Chief Legal Officer
Chris Carsen, the Chief Legal Officer at Planview, directs all legal affairs, regulatory compliance, and intellectual property protection for the global enterprise software company. Overseeing complex contract negotiations and corporate governance, the Chief Legal Officer ensures that all business activities adhere to international standards and local regulations. This role involves managing litigation risks and providing strategic counsel to the executive team regarding mergers, acquisitions, and partnership agreements. Chris Carsen protects the proprietary technology and software assets that form the foundation of the company's market offerings. By navigating the intricate legal landscape of the software industry, Carsen enables the firm to expand its operations into new geographic regions with confidence. Through proactive risk management and the development of robust compliance programs, the Chief Legal Officer safeguards the reputation and long-term interests of the organization, ensuring that all corporate actions remain aligned with legal requirements.
Jay Nelson - Executive Vice President & Chief People Officer
Jay Nelson, the Executive Vice President & Chief People Officer at Planview, drives the human capital strategy and organizational development initiatives for the global software firm. Overseeing talent acquisition, employee engagement, and leadership development, the Executive Vice President & Chief People Officer ensures that the company attracts and retains top-tier professionals capable of advancing the mission of the organization. This role involves designing inclusive workplace policies and performance management systems that foster a culture of innovation and high productivity. Jay Nelson collaborates with the executive team to align workforce capabilities with the evolving needs of the business, particularly as the company scales its operations globally. By prioritizing professional growth and employee well-being, Nelson strengthens the internal foundation of the firm. Through the implementation of strategic HR programs, the Executive Vice President & Chief People Officer supports the overall growth and operational success of the company.
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