Kimberly Venable

Kimberly Venable is an accomplished sales leader with extensive experience in finance and technology, currently serving as the Director of Enterprise Sales at Holistiplan, where the focus is on enhancing tax planning for financial advisors. Prior roles include Director of Strategic Sales and Senior Enterprise Sales Executive at Vanilla, where relationship-building and estate planning were paramount. Kimberly has also held senior positions at Clarity AI, Addepar, Sorenson Impact Center, and Goldman Sachs, each contributing to expertise in wealth management, social impact, and financial services. An educational background includes a Master of Science in Business Analytics from the University of Utah and a Bachelor of Science in Business Management and Finance with distinction from NC State Poole College of Management.