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JV

Joelle Vail

Chief Revenue Officer at BrightPlan Group.

Executive
Updated Nov 9, 2026·Latest SEC filing Sep 8, 2026·Suggest an edit

About Joelle Vail

Joelle Vail is a chief revenue officer at BrightPlan Group.

Joelle Vail first appears on SEC filings in 2024.

Experience

This experience comes from Joelle Vail's profile and from SEC filings. For roles taken from filings, the years are when the filings name Joelle Vail in the role, so the role may have started earlier or lasted longer.

BrightPlan Group, Inc. Current
Chief Revenue Officer (CRO)
2022 – Present · Boca Raton, FL
Financial planning tools for employers to offer their employees.
Capital Factory
Chief Operating Officer
2020 – 2022
Ascentis Human Capital Management Software
Chief Alliance Officer (2016 – 2020)
Senior Vice President Sales and Marketing (2012 – 2016)
2012 – 2020
Paychex, Inc.
Regional Sales Executive
1996 – 2011
Kleinwort Benson Holding Inc/ParTec Inc.
Assistant Controller
1992 – 1996
Edicon Systems Div
internship
1991

Key Colleagues at Startups

The people Joelle Vail works with at each company, as listed on that company's latest Form D.

BrightPlan Group, Inc. · Form D, Sep 8, 2026
NK
Naomi Kantrowitz
Executive officer
Diane Strohfus
Diane Strohfus
Board Member
KT
Keith Taylor
Board Member
Joseph Vangsgard
Joseph Vangsgard
Chief Marketing Officer
Jennifer Krusius
Jennifer Krusius
Board Member
Krutarth Shah
Krutarth Shah
Chief Development Officer
AW
Adam Whitaker
Board Member
LR
Larry Robinson
Chief Product Officer
JK
J. Kerckhoff
Board Member
Grace Garry
Grace Garry
Chief Financial Officer
CC
Charles Carmel
Board Member
MB
Marthin De Beer
Founder & CEO, director

Sources

  1. SECBrightPlan Group, Inc. Form D, filed Sep 8, 2026