Plan Management Corp. Appoints National Director of Business Development

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Experienced industry professional Lisa Fidaleo joins Plan Managment Corp.

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Adding a long-time, nationally-known industry professional brings our clients added confidence in PMC's depth of support.

Plan Management Corporation announces the appointment of Lisa Fidaleo to the position of Director, New Business Development. In this role, Ms. Fidaleo will be responsible for overseeing the sales organization and spearheading all direct sales initiatives for the self-administration services and full administration services of PMC’s core product OptionTrax®, including its modules for participant self-service, Employee Stock Purchase Plans, and StockTrax, its securities tracking system for private corporations. Lisa will also be responsible for establishing and maintaining partner channel relationships.

"We are excited to have Lisa join our team of seasoned professionals," said Jonathan Miller, CEO of Plan Management. "With our expanding coverage of the market, we felt that appointing a nationally known and experienced stock plan professional as our new business development director gives our clients additional assurance that they are getting the best customer service available to go hand-in-hand with their confidence in the OptionTrax® system, the most intuitive, comprehensive and competitively priced stock plan administration platform offered today.”

Lisa Fidaleo joins PMC with 12+ years experience in the Equity Administration space and spent the majority of her career with Transcentive, Inc., a subsidiary of Computershare Limited. Lisa performed a number of roles in the sales area, primarily responsible for all direct sales aspects of the company's Stock Plans solutions in North America, including sales of stock option and share purchase plan administration services. Most recent to joining PMC, Lisa assumed the role of Director, New Business Development for Solium Transcentive LLC, a wholly owned subsidiary of Solium Capital Inc.

About OptionTrax:

OptionTrax is a comprehensive and customizable web-based package that enables both public and private companies meet all of their stock benefit plan administration needs. OptionTrax provides 24/7 real time management and financial reporting capabilities, total participant access and services, and complete confidentiality. For more information, please visit

About Plan Management Corp.:

Founded in 1992, Plan Management Corp. grew out of StockTrans, Inc. (now part of Broadridge Financial Services) to fulfill the stock plan administration needs of StockTrans’ clients. As the first providers of a web-based solution and the only one designed by and for administrators, PMC remains at the forefront of the stock plan administration industry. To learn more, please visit


Plan Management Corp.
Lisa Klevence
Jennifer Levine


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