Plansmith Corporation
Industry: Software company
DescriptionFounded: 1972
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Plansmith Corporation Employees
Employee
Years
Job
Industry
Diane M Shomo Diane M Shomo's Plansmith Corporation Experience 1991 - 1996
Job IT Delivery Lead Treasury Transformation Initiative at Arrow Strategies (Blue Cross Blue Shield of Michigan)
Industry Computer Software
Experience
Arrow Strategies (Blue Cross Blue Shield of Michigan) July 2014 - Present
Covisint April 2013 - May 2014
Compuware February 2012 - April 2013
Compuware March 2010 - October 2012
TTi Global (Ally Bank) 2009 - 2010
Accretive Solutions 2002 - 2009
Minacs 1997 - 2002
Plansmith Corporation 1991 - 1996
Skills
SDLC, CMMI, Software Project..., Requirements Gathering, Agile Methodologies, Requirements Analysis, Enterprise Architecture, PMO, Business Analysis, Project Delivery, SaaS, Process Improvement, Business Process Design, Business Process..., Change Management, Agile Project Management, Scrum, Project Portfolio..., Solution Architecture, Business Intelligence
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Managerial Economics
University of Michigan - Ann Arbor
Master of Science (MS), Applied Mathematics
Arrow Strategies (Blue Cross Blue Shield of Michigan) July 2014 - Present
Covisint April 2013 - May 2014
Compuware February 2012 - April 2013
Compuware March 2010 - October 2012
TTi Global (Ally Bank) 2009 - 2010
Accretive Solutions 2002 - 2009
Minacs 1997 - 2002
Plansmith Corporation 1991 - 1996
Skills
SDLC, CMMI, Software Project..., Requirements Gathering, Agile Methodologies, Requirements Analysis, Enterprise Architecture, PMO, Business Analysis, Project Delivery, SaaS, Process Improvement, Business Process Design, Business Process..., Change Management, Agile Project Management, Scrum, Project Portfolio..., Solution Architecture, Business Intelligence
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Managerial Economics
University of Michigan - Ann Arbor
Master of Science (MS), Applied Mathematics
Joe Wheeler Joe Wheeler's Plansmith Corporation Experience November 2007 - November 2011
Job Strategic Partnerships Management
Industry Financial Services
Experience
Computer Services, Inc. April 2014 - Present
KPMG November 2011 - March 2014
Plansmith Corporation November 2007 - November 2011
USAdvisors Consulting / Field Midwestern Consulting December 2004 - November 2011
Aon October 2000 - August 2004
ING May 1999 - October 2000
Citigroup May 1982 - May 1999
Citigroup January 1996 - January 1998
Skills
Banking, Risk Management, Financial Services, Strategy, Finance, Strategic Planning, Sales Management, Management, Executive Management, Portfolio Management, Financial Analysis, Enterprise Risk..., Investments, Financial Institutions, Insurance, Financial Risk
Education
Eastern Illinois University 1980 — 1984
Bachelor(s), Political Science and English
Computer Services, Inc. April 2014 - Present
KPMG November 2011 - March 2014
Plansmith Corporation November 2007 - November 2011
USAdvisors Consulting / Field Midwestern Consulting December 2004 - November 2011
Aon October 2000 - August 2004
ING May 1999 - October 2000
Citigroup May 1982 - May 1999
Citigroup January 1996 - January 1998
Skills
Banking, Risk Management, Financial Services, Strategy, Finance, Strategic Planning, Sales Management, Management, Executive Management, Portfolio Management, Financial Analysis, Enterprise Risk..., Investments, Financial Institutions, Insurance, Financial Risk
Education
Eastern Illinois University 1980 — 1984
Bachelor(s), Political Science and English
Sharon Hundley Sharon Hundley's Plansmith Corporation Experience October 2001 - Present
Job Consultant/VP at Plansmith Corporation
Industry Computer Software
Experience
Plansmith Corporation October 2001 - Present
The First Bank of Brunswick July 1999 - April 2001
First National Bank of West Point March 1995 - July 1999
The Lexington State Bank May 1993 - December 1994
South Carolina National Bank November 1989 - May 1993
First Citizens Bank & Trust of South Carolina March 1985 - August 1989
Justice, Inc. October 1983 - January 1985
Price Waterhouse Management Consultants June 1978 - May 1983
Skills
Strategic Planning, Banking, Social Media, Microsoft Excel, Customer Service, Investments, Loans, Budgets, Forecasting, Auditing, Risk Management, Financial Analysis, Finance
Education
University of South Carolina - The Moore School of Business 1974 — 1978
BS, Accounting
Plansmith Corporation October 2001 - Present
The First Bank of Brunswick July 1999 - April 2001
First National Bank of West Point March 1995 - July 1999
The Lexington State Bank May 1993 - December 1994
South Carolina National Bank November 1989 - May 1993
First Citizens Bank & Trust of South Carolina March 1985 - August 1989
Justice, Inc. October 1983 - January 1985
Price Waterhouse Management Consultants June 1978 - May 1983
Skills
Strategic Planning, Banking, Social Media, Microsoft Excel, Customer Service, Investments, Loans, Budgets, Forecasting, Auditing, Risk Management, Financial Analysis, Finance
Education
University of South Carolina - The Moore School of Business 1974 — 1978
BS, Accounting
Margaret Noblin Margaret Noblin's Plansmith Corporation Experience January 1988 - 1989
Job Director and Missionary
Industry Nonprofit Organization Management
Experience
The Rock Kingdom Ltd. April 2012 - Present
The Rock Outreach,Inc 2006 - Present
Destination Management Companies 2006 - Present
The Rock African Arts 2008 - 2010
People for Missions 2002 - 2005
Freeman Exhibit Company 1996 - 2003
Southwest Adventure Group 1989 - 1996
Plansmith Corporation January 1988 - 1989
Intrieve Inc. Cincinnati, Ohio 1985 - 1988
Burroughs Corporation September 1983 - December 1985
Skills
Sales, Community Outreach, Program Management, Marketing, Event Management, Trade Shows, Leadership Development, Program Development, Marketing Strategy, Team Building, Management, Project Planning, Catering, Training, Transportation, Travel Planning, Tour Management, Logistics, Corporate Events, Coordinate Meetings, Flower Arrangements, Interior Design, Project Management, Vendor Management, Vendor Contracts, Missions, Mentoring, Hospitality Industry, Elder Care, Experience Working with..., Proposal Writing, Resume Writing, Coaching, Small Business, Event Planning, Public Speaking, Social Networking, Budgets, Entrepreneurship, Organizational..., Leadership, Volunteer Management, Staff Development, Strategic Planning, Community Development, Grant Writing, Teaching
Education
University of Missouri-Columbia 1971 — 1973
B.S.Child and Family Development
Texas Tech University 1969 — 1970
The Rock Kingdom Ltd. April 2012 - Present
The Rock Outreach,Inc 2006 - Present
Destination Management Companies 2006 - Present
The Rock African Arts 2008 - 2010
People for Missions 2002 - 2005
Freeman Exhibit Company 1996 - 2003
Southwest Adventure Group 1989 - 1996
Plansmith Corporation January 1988 - 1989
Intrieve Inc. Cincinnati, Ohio 1985 - 1988
Burroughs Corporation September 1983 - December 1985
Skills
Sales, Community Outreach, Program Management, Marketing, Event Management, Trade Shows, Leadership Development, Program Development, Marketing Strategy, Team Building, Management, Project Planning, Catering, Training, Transportation, Travel Planning, Tour Management, Logistics, Corporate Events, Coordinate Meetings, Flower Arrangements, Interior Design, Project Management, Vendor Management, Vendor Contracts, Missions, Mentoring, Hospitality Industry, Elder Care, Experience Working with..., Proposal Writing, Resume Writing, Coaching, Small Business, Event Planning, Public Speaking, Social Networking, Budgets, Entrepreneurship, Organizational..., Leadership, Volunteer Management, Staff Development, Strategic Planning, Community Development, Grant Writing, Teaching
Education
University of Missouri-Columbia 1971 — 1973
B.S.Child and Family Development
Texas Tech University 1969 — 1970
Jaime Garza Jaime Garza's Plansmith Corporation Experience 1994 - 1998
Job Commercial Banking/Asset Management Finance and Treasury Executive
Industry Financial Services
Experience
PwC Consulting December 2012 - Present
Capco August 2009 - September 2012
BearingPoint 1998 - 2009
BearingPoint 2000 - 2008
Plansmith Corporation 1994 - 1998
Harlingen National Bank 1992 - 1994
Skills
Business Analysis, Banking, Management Consulting, Financial Modeling, Financial Services, Funds Transfer Pricing, Activity Based..., Commercial Banking..., Balance Sheet Planning, Business Process..., Financial Risk, Business Strategy, Capital Markets, Corporate Finance, Risk Management, Mergers, Financial Analysis, Portfolio Management, Strategic Financial..., Treasury Management, Business Transformation, Finance, Financial Advisory, Management
Education
Yale School of Management 2008 — 2008
Executive Leadership Program, Management
The University of Texas-Pan American 1988 — 1991
Bachelor of Business Administration, Banking and Capital Markets
PwC Consulting December 2012 - Present
Capco August 2009 - September 2012
BearingPoint 1998 - 2009
BearingPoint 2000 - 2008
Plansmith Corporation 1994 - 1998
Harlingen National Bank 1992 - 1994
Skills
Business Analysis, Banking, Management Consulting, Financial Modeling, Financial Services, Funds Transfer Pricing, Activity Based..., Commercial Banking..., Balance Sheet Planning, Business Process..., Financial Risk, Business Strategy, Capital Markets, Corporate Finance, Risk Management, Mergers, Financial Analysis, Portfolio Management, Strategic Financial..., Treasury Management, Business Transformation, Finance, Financial Advisory, Management
Education
Yale School of Management 2008 — 2008
Executive Leadership Program, Management
The University of Texas-Pan American 1988 — 1991
Bachelor of Business Administration, Banking and Capital Markets
Matthew Nierman Matthew Nierman's Plansmith Corporation Experience November 2014 - Present
Job Advisory Analyst at Plansmith Corp
Industry Financial Services
Experience
Plansmith Corporation November 2014 - Present
NCUA January 2009 - November 2014
Skills
Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Finance & Accountancy
Plansmith Corporation November 2014 - Present
NCUA January 2009 - November 2014
Skills
Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Finance & Accountancy
Ilene Dietz's Plansmith Corporation Experience June 1994 - Present
Job CFO at Plansmith Corporation
Industry Accounting
Experience
Plansmith Corporation June 1994 - Present
Education
Northwestern University
University of Colorado Boulder
Plansmith Corporation June 1994 - Present
Education
Northwestern University
University of Colorado Boulder
John Schick's Plansmith Corporation Experience August 2012 - June 2015
Job Accounting, Finance and Insurance Professional
Industry Accounting
Experience
Plansmith Corporation August 2012 - June 2015
Aon Hewitt August 2011 - July 2012
United Conveyor Corp 2007 - 2009
Pregis 2006 - 2007
various 2003 - 2006
Allstate, Allstate Financial, Allstate Bank 1998 - 2003
Skills
Financial Statements, Forecasting, Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Process Improvement, General Insurance, SAP, Mergers & Acquisitions, Finance, Microsoft Word, Change Management, Access, Treasury, Mergers, Cash Flow Forecasting, Loans, Leadership, Payroll, Microsoft Excel, PeopleSoft, Auditing, Insurance, Credit Analysis, General Ledger, Customer Service, Cash Flow, Corporate Finance, Treasury Management, Employee Benefits, Sarbanes-Oxley, Management, Time Management, Budgets, Recruiting, Strategic Planning, Human Resources, Sales, Relationship Management, Accounts Payable, Cash Management, Banking, Credit, Cost Accounting, Contract Management, PowerPoint, Income Statement
Education
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance, with Accounting concentration
Plansmith Corporation August 2012 - June 2015
Aon Hewitt August 2011 - July 2012
United Conveyor Corp 2007 - 2009
Pregis 2006 - 2007
various 2003 - 2006
Allstate, Allstate Financial, Allstate Bank 1998 - 2003
Skills
Financial Statements, Forecasting, Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Process Improvement, General Insurance, SAP, Mergers & Acquisitions, Finance, Microsoft Word, Change Management, Access, Treasury, Mergers, Cash Flow Forecasting, Loans, Leadership, Payroll, Microsoft Excel, PeopleSoft, Auditing, Insurance, Credit Analysis, General Ledger, Customer Service, Cash Flow, Corporate Finance, Treasury Management, Employee Benefits, Sarbanes-Oxley, Management, Time Management, Budgets, Recruiting, Strategic Planning, Human Resources, Sales, Relationship Management, Accounts Payable, Cash Management, Banking, Credit, Cost Accounting, Contract Management, PowerPoint, Income Statement
Education
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance, with Accounting concentration
Brett Hendricks's Plansmith Corporation Experience September 2006 - Present
Job Vice President of Sales at Plansmith Corporation
Industry Banking
Experience
Plansmith Corporation September 2006 - Present
Education
Purdue University 1992 — 1997
Plansmith Corporation September 2006 - Present
Education
Purdue University 1992 — 1997
Catina Aiello's Plansmith Corporation Experience July 2008 - November 2010
Job Webmistress
Industry Marketing and Advertising
Experience
Polymerclay Express December 2010 - October 2011
Plansmith Corporation July 2008 - November 2010
Fitness Arts Academy September 2007 - July 2008
Siding-1 Windows-1 Exteriors March 2006 - September 2007
Matanky Realty Group September 1999 - March 2006
Skills
•Microsoft Office..., •Microsoft Outlook, •Go To Meeting, •Adobe Photoshop CS, •InDesign, •Quark Xpress, •Photography:, oDigital-Film-Photo..., •HTML, •XHTML, •CSS, •Coffee Cup HTML Editor, •Blogger and Wordpress
Education
Columbia College Chicago 2000 — 2004
Columbia College Chicago
Bachelors of Art, Communication Design
Polymerclay Express December 2010 - October 2011
Plansmith Corporation July 2008 - November 2010
Fitness Arts Academy September 2007 - July 2008
Siding-1 Windows-1 Exteriors March 2006 - September 2007
Matanky Realty Group September 1999 - March 2006
Skills
•Microsoft Office..., •Microsoft Outlook, •Go To Meeting, •Adobe Photoshop CS, •InDesign, •Quark Xpress, •Photography:, oDigital-Film-Photo..., •HTML, •XHTML, •CSS, •Coffee Cup HTML Editor, •Blogger and Wordpress
Education
Columbia College Chicago 2000 — 2004
Columbia College Chicago
Bachelors of Art, Communication Design
David Schwieder's Plansmith Corporation Experience January 2013 - Present
Job Financial Software Sales
Industry Financial Services
Experience
Plansmith Corporation January 2013 - Present
SpendSmart Group LLC - Chicago July 2009 - January 2013
AMCORE Bank February 2008 - July 2009
First Bank May 2005 - February 2008
LaSalle Bank January 2003 - March 2005
Fifth Third Bank September 1999 - January 2003
Firstar Bank December 1992 - September 1999
Skills
Lead Generation, C Level Selling, Sales Prospecting, Portfolio Management, Cold Calling, Manage Client..., Marketing, Sales Presentations, Sales Process, Pipeline Management, Networking, Cross Selling, Referral Network, Proposal Writing, Government Contracting, Government Proposals, Constant Contact, FedBizOpps.gov, Government Procurement, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Industrial Supplies, Building Materials, Salesforce.com, Microsoft Excel, Customer Retention, Client Presentation, Business Development, Business Loans, Client Development, Sales, Strategic Sales, selling, New Business Development, Small Business Lending, Selling, Credit
Education
Loyola University Chicago
BA
Maine South High School 1981 — 1985
Plansmith Corporation January 2013 - Present
SpendSmart Group LLC - Chicago July 2009 - January 2013
AMCORE Bank February 2008 - July 2009
First Bank May 2005 - February 2008
LaSalle Bank January 2003 - March 2005
Fifth Third Bank September 1999 - January 2003
Firstar Bank December 1992 - September 1999
Skills
Lead Generation, C Level Selling, Sales Prospecting, Portfolio Management, Cold Calling, Manage Client..., Marketing, Sales Presentations, Sales Process, Pipeline Management, Networking, Cross Selling, Referral Network, Proposal Writing, Government Contracting, Government Proposals, Constant Contact, FedBizOpps.gov, Government Procurement, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Industrial Supplies, Building Materials, Salesforce.com, Microsoft Excel, Customer Retention, Client Presentation, Business Development, Business Loans, Client Development, Sales, Strategic Sales, selling, New Business Development, Small Business Lending, Selling, Credit
Education
Loyola University Chicago
BA
Maine South High School 1981 — 1985
Shawna Brauer, CPA, MBA's Plansmith Corporation Experience October 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Plansmith Corporation October 2011 - Present
Integrated Telecommunication Systems July 2011 - Present
Chicago Area Companies 2011 - Present
Cornerstone National Bank & Trust Company February 2008 - June 2011
Harris Bank April 1988 - February 2008
Skills
Compliance, Accounting, Financial Reporting, Strategic Planning, Banking, Risk Management, Planning, Financial Analysis, Budgeting, Financial Institutions, Due Diligence, General Ledger, Forecasting, Problem Solving, Budgets, Loans, Finance, Strategy, Mergers & Acquisitions, Portfolio Management, Credit, Cash Management, Commercial Banking, Treasury Management
Education
DePaul University 2008 — 2012
MBA, Strategy, Execution and Valuation
Loyola University Chicago 1988 — 1991
B.B.A, Accounting
St. Ignatius College Prep 1982 — 1986
High School Diploma
Marquette University
Marquette University
Plansmith Corporation October 2011 - Present
Integrated Telecommunication Systems July 2011 - Present
Chicago Area Companies 2011 - Present
Cornerstone National Bank & Trust Company February 2008 - June 2011
Harris Bank April 1988 - February 2008
Skills
Compliance, Accounting, Financial Reporting, Strategic Planning, Banking, Risk Management, Planning, Financial Analysis, Budgeting, Financial Institutions, Due Diligence, General Ledger, Forecasting, Problem Solving, Budgets, Loans, Finance, Strategy, Mergers & Acquisitions, Portfolio Management, Credit, Cash Management, Commercial Banking, Treasury Management
Education
DePaul University 2008 — 2012
MBA, Strategy, Execution and Valuation
Loyola University Chicago 1988 — 1991
B.B.A, Accounting
St. Ignatius College Prep 1982 — 1986
High School Diploma
Marquette University
Marquette University
David Loeb's Plansmith Corporation Experience September 1993 - April 2006
Job VP Programming at Datagy
Industry Information Technology and Services
Experience
Datagy April 2006 - Present
Plansmith Corporation September 1993 - April 2006
Polymer Laboratories August 1986 - September 1993
Skills
Software Development..., ASP.NET, VB.NET, C#, HTML, CSS, JavaScript, jQuery, Microsoft SQL Server, TSQL, Office 2010 Development, SSRS, Some SSIS
Education
The Ohio State University 1977 — 1981
Master's degree, Physical Chemistry
Kenyon College 1973 — 1977
Bachelor of Science (BS), Chemistry
Datagy April 2006 - Present
Plansmith Corporation September 1993 - April 2006
Polymer Laboratories August 1986 - September 1993
Skills
Software Development..., ASP.NET, VB.NET, C#, HTML, CSS, JavaScript, jQuery, Microsoft SQL Server, TSQL, Office 2010 Development, SSRS, Some SSIS
Education
The Ohio State University 1977 — 1981
Master's degree, Physical Chemistry
Kenyon College 1973 — 1977
Bachelor of Science (BS), Chemistry
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk