Plansmith Employee Directory

Q: Who are Plansmith key employees?

Some of Plansmith key employees are James Groark , Ilene Dietz

Plansmith corporate office is located in 1827 Walden Office Sq Ste 350, Schaumburg, Illinois, 60173, United States and has 11-50 employees.

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C-Suite

Key Employees of Plansmith

JG
James Groark
Chief Operating Officer & Executive Vice President
PhoneEmail
ID
Ilene Dietz
Chief Financial Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Plansmith Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Plansmith

Hundreds of professionals searching for Plansmith have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JG
James Groark
Email Direct
Chief Operating Officer & Executive Vice President
United States , Illinois , Schaumburg

JM
Jennifer Mello
Email Direct
Vice President, Educational Services
United States , Illinois , Schaumburg

MP
Megan Plis
Email Direct
Director, Marketing
United States , Illinois , Schaumburg

SH
Sherry Hall
Email Direct
Manager, Accounting
United States , Illinois , Schaumburg

SH
Sharon Hundley
Email Direct
Consultant and Vice President
United States , Illinois , Schaumburg

GM
George Mueller
Email Direct
Vice President, Product Development
United States , Illinois , Schaumburg

MB
Michael Bilyeu
Email Direct
Executive VP, Business Development
United States , Illinois , Schaumburg

TW
Tiemi Washington
Email Direct
Manager, Educational Services
United States , Illinois , Schaumburg

ID
Ilene Dietz
Email Direct
Chief Financial Officer
United States , Illinois , Schaumburg

DS
David Schwieder
Email Direct
Regional Sales Manager
United States , Illinois , Schaumburg

JP
Jeannette Petersen
Email Direct
Desgin & Integration Specialist
United States , Illinois , Schaumburg

SL
Susan Leverton
Email Direct
Vice President
United States , Illinois , Schaumburg

DS
Deanna Santman
Email Direct
Planning Advisor
United States , Illinois , Schaumburg

PB
Patricia Bussert
Email Direct
Accounts Payable Specialist & Marketing Assistant
United States , Illinois , Schaumburg

RL
Rachel Lowry
Email Direct
Design & Integration Specialist
United States , Illinois , Schaumburg

CL
Christine Lake
Email Direct
Vice President
United States , Illinois , Schaumburg

PH
Peter How
Email Direct
Planning Advisor
United States , Illinois , Schaumburg

AP
Amy Parmeziani
Email Direct
Assistant Director, Education
United States , Illinois , Schaumburg

KA
Katelyn Addison
Email Direct
Design & Integration Specialist
United States , Illinois , Schaumburg

NL
Nicole Laurel
Email Direct
Planning Advisor
United States , Illinois , Schaumburg

EF
Erin Fincher
Email Direct
Administative Assistant
United States , Illinois , Schaumburg

RN
Roxanne Nikirk
Email Direct
Senior ALM Advisor
United States , Illinois , Schaumburg

DW
David Wicklund
Email Direct
Director, Alm Advisory Services
United States , Illinois , Schaumburg

KH
Karen How
Email Direct
Client Support Specialist
United States , Illinois , Schaumburg

Former Employees at Plansmith

Explore people who held key positions, contributed to Plansmith's success, and advanced their careers.

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Senior Valuations, Con... at Gordon Brothers

Worked as Risk Advisory Intern

at Plansmith (2017-2018)

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Business Insurance Vic... at Highstreet Insurance &...

Worked as Territory Manager

at Plansmith (2017-2019)

Direct

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Financial Institution ... at FDIC

Worked as Risk Advisor

at Plansmith (2021-2021)

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Trust Operations Offic... at Stillman Bank

Worked as Planning Advisor

at Plansmith (2024-2024)

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Frequently Asked Questions Regarding Plansmith Employees

How many employees does Plansmith have?

Plansmith has 11-50 employees

Who is the CFO of Plansmith?

Plansmith’s CFO is Ilene Dietz

Who are Plansmith key employees?

Some of Plansmith key employees are James Groark, Ilene Dietz

Where is Plansmith located?

Plansmith’s headquarters are located at 1827 Walden Office Sq Ste 350, Schaumburg, Illinois, 60173, United States

How do I contact Plansmith?

Plansmith Contact Info: Phone number: (847) 359-4045 Website: www.plansmith.com

What does Plansmith do?

Founded in 1972, Plansmith provides strategic planning, advisory services, market analytics services and asset liability management services for banks and credit unions to increase their productivity and revenue stream. They also provide programs such as Compass, BankersGPS and StrategyGPS. The company is headquartered in Schaumburg, Illinois.... Read More

Is Plansmith a public company?

Plansmith is private company therefore does not currently have an official ticker symbol

See more information about Plansmith Employees