Plansmith
For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM. Our unified planning solution makes it easy to budget, manage risk, and make important business decisions. Plansmith integrates Core system data to generate your annual budget, long-range forecasts, automated board reporting, and comprehensive ALM analytics. Plus, our advisory services team is there when you need expert assistance. With Plansmith, comprehensive planning is easy, fast, and affordable. Here’s how easy it is to work with Plansmith: 1. Call to schedule your free discovery meeting 2. Choose the ideal products and services 3. Deploy the tools you need to grow Schedule Your Free Discovery Call Today!
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Verified contacts
27
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
2
tools in use
Monthly traffic
232
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- AP
Amy Parmeziani
Assistant Director of Education · Education
EmailPhone - GM
George Mueller
VP - Product Development · Sales & Business Development
EmailPhone - MB
Mike Bilyeu
EVP - Business Development · General Business & Management
EmailPhone - SH
Sharon Hundley
Consultant VP · General Business & Management
EmailPhone - TW
Tiemi Washington
Educational Services Manager · Education
EmailPhone - BS
Bill Smith
Client Support Specialist · Customer/Client Service
EmailPhone - PB
Patti Bussert
Accounts Payable Specialist & Marketing Assistant · Other
EmailPhone - BH
Brett Hendricks
Vice President of Sales · Other
EmailPhone - CH
Christopher Hartman
CIO · Information Technology
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Plansmith
21 distinct titles indexed · top 10 shown.
- 2cfo
- 2client support specialist
- 2design & integration specialist
- 2planning advisor
- 1accounting manager
- 1accounts payable specialist & marketing assistant
- 1advisor
- 1ai integration consultant
- 1assistant director of education
- 1cio
- +11more titles
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