Kimberly Venable Email & Phone Number
Senior Director - Enterprise Revenue @ Holistiplan
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Kimberly Venable Location
- Salt Lake City, UT, US
Kimberly Venable Work
- 2024 -now Senior Director - Enterprise Revenue @
- 2022 -2024 Senior Enterprise Sales Executive @
- 2021 -2022 Senior Business Developer - Head of Wealth Management - Americas @
- 2020 -2021 Strategic Partnership Manager and Executive Director of AddeOne @
- 2017 -2019 Sales Executive @
- 2016 -2017 Impact Investing @ Sorenson Impact Center
- 2010 -2016 Private Equity and Private Wealth Management Lending Services @
- 2008 -2009 Portfolio Analyst and Underwriter @
Kimberly Venable Education
- University of Utah - David Eccles School of Business
Master of Science (MS) (Business Analytics)
- North Carolina State University Poole College of Management
Bachelor of Science (BS) (Business Management and FInance, with distinction)
Kimberly Venable Skills
- Business Development
- Sales
- Project Management
- Business Analysis
- Estate Planning
- Estate Planning Reviews
- Estate Plan Mapping
- Banking
- Leadership
- Financial Modeling
- Risk Management
- Financial Analysis
- Management
- Private Equity
- Venture Capital
- Cash Management
- Operations Management
- Credit Analysis
- Foreign Exchange Risk Management
- Securities Lending
- Underwriting
- Cash Flow Forecasting
- Portfolio Management
- Communication
- Mindfulness
- Social Inclusion
- Talent Management
- Teamwork
- Strategic Partnerships
- Personal Development
- Strategic Thinking
- Customer Service
- Insurance
Kimberly Venable Summary
- Kimberly Venable, based in Salt Lake City, UT, US, is currently a Senior Director - Enterprise Revenue at Holistiplan. Kimberly Venable brings experience from previous roles at Vanilla, Clarity AI and Addepar. Kimberly Venable holds a Master of Science (MS) in Business Analytics @ University of Utah - David Eccles School of Business. With a robust skill set that includes Business Development, Sales, Project Management, Business Analysis, Estate Planning and more. Kimberly Venable has 3 emails and 4 mobile phone numbers on RocketReach.
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