Alesha Escalante

Director of Operations at BrightPlan | Business Operations & Administration | Human Resources (HR) | Partner & Vendor Management | Organizational & People Growth Champion | Vicarious Traveler

Ethan Annis

Director of Product Marketing | BrightPlan

Brooke L.

SaaS Sales Industry Expert | Sales Enablement | Strategic Marketing & Communications | Project Management

Quinn Peebles

Financial Wellness Champion @ BrightPlan | Transforming --> Employee Wellbeing & Engagement | Data-Driven HR | Weather Nerd | Retail Investor

Heather Sullivan

Field Marketing | ABM | Partner & Channels | Branding | Content Development | GTM | Strategy | Events | ROI/Data Analysis | Enterprise | B2B | Sales Enablement

Emma Julin

Financial wellness advocate - Lifelong learner - Supporting companies of all sizes through enabling financial wellness resources for their employees

Daniel S Lee, CFA, CFP®

Director, Financial Planning and Advice