PlanSource CEO and leadership

As the CEO of PlanSource, Dayne Williams utilizes his extensive background in product and business development from both technology and staffing and insurance industries, to continuously improve on how benefits are bought and sold. Prior to PlanSource, Dayne was a founder and CEO of CoAdvantage where he helped expand the company from a Professional Employer Organization (PEO) to include insurance broker services and a Human Resource Outsourcing (HRO) company. Dayne’s experience and vision also led to the acquisition and significant growth of ZeroChaos. He earned a BS in economics from Florida State University.

Alan Primeaux is a seasoned technology executive with 20+ years’ experience building efficient and profitable operations that support growth and drive revenue for leading software companies. As Chief Operating Officer, Alan leads the Professional Services, Customer Success and Customer Support functions at PlanSource. He joined PlanSource from ADP, a leader in human capital management software and services, where he led a global team that delivered implementation and consulting services across the full client lifecycle. Prior to ADP, Alan served as Vice President of Global Professional Services at Kronos (now UKG), another world leader in workforce management software.

As Chief of Staff, Kellee is responsible for leading the company through growth transformation, with a focus on business planning, strategic support, and operational efficiency. Since joining PlanSource in July 2013, Kellee has led multiple improvement and growth initiatives, drawing on her 20+ years of software and business solutions experience. Prior to joining PlanSource, Kellee served as Chief of Staff for Optum’s Evercare Hospice and Palliative Care division, where she oversaw operating cadence across its Project Management Office, Product Lifecycle and IT Steering Committee teams.

As Vice President, General Counsel and Chief Compliance Officer, Patricia leads PlanSource’s legal, compliance and regulatory affairs with extensive experience in business, corporate, and technology law. Prior to joining PlanSource, Patricia provided strategic legal counsel for two national professional employer organizations (PEO) as Associate Counsel and Corporate Counsel. Patricia is a member of the Florida State Bar and is affiliated with professional organizations such as the Association of Corporate Counsel, the Cuban American Bar Association, and the Society of Corporate Compliance and Ethics.