K

Kimberly Venable's
email & phone

Current Position:

Director - Enterprise Sales at Holistiplan

Experience:

17 years

Location:

Salt Lake City, Utah, United States

How to contact Kimberly Venable

emailv**************y@holistiplan.com
phone+1-***-***-5586
LinkedIn
Skype

Work Experience

Director - Enterprise Sales at Holistiplan

Sep 2024 - Current

Senior Enterprise Sales Executive at Vanilla

Apr 2022 - Sep 2024

Senior Business Developer - Head of Wealth Management - Americas at Clarity AI

Feb 2021 - Apr 2022

Strategic Partnership Manager & Executive Director of AddeOne at Addepar

Jan 2020 - Feb 2021

Sales Executive at Addepar

Dec 2017 - Dec 2019

Impact Investing at Sorenson Impact

Jun 2016 - Dec 2017

Private Equity and Private Wealth Management Lending Services at Goldman Sachs

Jan 2010 - Jun 2016

Portfolio Analyst and Underwriter at Square 1 Bank

Jul 2008 - Dec 2009

Kimberly Venable started working in 2008, then the employee has changed 6 companies and 7 jobs. On average, Kimberly Venable works for one company for 2 years 2 months.

Education

Master of Science (MS) at University of Utah - David Eccles School of Business

Bachelor of Science (BS) at North Carolina State University Poole College of Management

Current Company Information Holistiplan

Name: Holistiplan

Location: College Station, TX, United States

Employees: 10-50

Description: Holistiplan offers end to end tax planning tool for financial advisors....

Frequently Asked Questions

What is Kimberly Venable's minimum period of employment in the companies?

Kimberly Venable's minimum period of employment in various companies is 1 year 1 month.

What is Kimberly Venable's average duration of employment for different companies?

On average, Kimberly Venable works for one company for 2 years 3 months

What industries has Kimberly Venable worked in?

Kimberly Venable works in the Financial Services. Previously, Kimberly Venable worked in the Marketing and Advertising, and Computer Software, and Civic & Social Organization, and Banking.

What positions has Kimberly Venable held before?

Previously, Kimberly Venable worked as a Senior Enterprise Sales Executive, and Senior Business Developer - Head of Wealth Management - Americas, and Strategic Partnership Manager & Executive Director of AddeOne, and Sales Executive, and Impact Investing.

How do I contact Kimberly Venable?

Kimberly Venable's email address is v**************y@holistiplan.com, phone number is +1-***-***-5586. Sign up to get contact details.

Who is the President/CEO/Director of the Holistiplan?

The President/CEO/Director of the Holistiplan is Gregory Berger

Who are Kimberly Venable's peers at other companies?

Kimberly Venable's peers at other companies are Chris Lussier and Priyanka Dua and Vijayan VK
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Kimberly Venable Namesakes

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Company
Position
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Utilization Review Nurse
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Physician Assistant
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Elysian Entertainment
Entertainment Director
K
KCV Designs
Business Owner

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