PlanSource
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Phil Carollo
President, Sales
Jamie Rockfeld
Vice President Of Reseller Sales
Jake Lader
Vice President Strategic Initiatives
Stefani Parker
Sales Executive - Trusts, Associations & Multi-employer Groups
Jaime Soto
Sales Operations Manager
Charlie Warner
Senior Partner Account Executive
Joe Nugent
Partner Account Executive
Marshall Stapp
+ 1 more
January 1, 2024 - present
November, 2021
January, 2021
April, 2015
January, 2013
February, 2012
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