TheJobsMapHolistiplan jobs and careers
College Station, TX, United States
About Holistiplan
Holistiplan is built to make financial advisors radically more efficient. Tax returns reviews that would take 40 minutes can be completed in mere seconds.
Founded in 2019 by Kevin Lozer and Roger Pine.
- Founded
- 2019
- Employees
- 11 to 50
- Headquarters
- College Station
Leadership
The top of Holistiplan's org chart, with how many people report into each leader.
Roger Pine
Co-Founder
59 reports
Kathleen Kaag
Chief Revenue Officer (cro)
17 reports
Scott Pittman
Chief Technology Officer
13 reports
Ben Birken
Vice President Support
8 reports
Janay Robinson
Senior Director Of Marketing
4 reports
Andrew Young
Vice President of Product Management
2 reports
Torie Happe
Head Of Partnerships
2 reports
Frank Marrone
Vp, Finance
1 report
Meaghan Dowd CAPI
Director
Jobs at Holistiplan
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