Holistic Brokerage Employee Directory

Holistic Brokerage has 11-50 employees.

holistic brokerage llc

holistic asset management llc

holistic wm holdings llc

Employees by Department

Departments

Number of employees

Operations

2

Sales

1

C-Suite

1

Holistic Brokerage CEO

GP
Gonzalo PerroniChief Executive Officer
PhonePhoneEmailEmail
See Profile

Key Employees of Holistic Brokerage

  • MR
    Marcela Riva

    Manager, Operations

    Flame icon indicating likelihood to engage via phone.PhonePhoneFlame icon indicating likelihood to engage via email.EmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

Holistic Brokerage Global Presence

globalPresence illustration
South America1-10
North America1-10

Index of contact profiles from Holistic Brokerage

Hundreds of professionals searching for Holistic Brokerage have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Holistic Brokerage

Explore people who held key positions, contributed to Holistic Brokerage's success, and advanced their careers.

  1. JE

    Jason Estrada

    Investment Advisor & R... at HolisticAM

    Worked as Registered Representative

    at Holistic Brokerage (2025-2025)

    Flame icon indicating likelihood to engage via phone.email Jason Estrada Email direct Jason Estrada Direct

Explore More

Frequently Asked Questions Regarding Holistic Brokerage Employees

How many employees does Holistic Brokerage have?
Holistic Brokerage has 11-50 employees Who is the CEO of Holistic Brokerage?
Holistic Brokerage’s CEO is Gonzalo Perroni Who are Holistic Brokerage key employees?
Some of Holistic Brokerage key employees are Marcela Riva How do I contact Holistic Brokerage?
Holistic Brokerage Contact Info: Phone number: (305) 374-1177 Website: www.hb-us.com What does Holistic Brokerage do?

Holistic Brokerage is a financial services firm with extensive experience in client coverage across the USA and Latin America. They specialize in wealth management, focusing on aligning investment strategies with clients' risk tolerance and liquidity needs. The company also offers a full-service trading platform for institutional and wealth managem... ent clients, including independent financial advisors, banks, and pension funds. Their mission is to provide top-notch service and seamless execution tailored to a diverse client base.Read More

 Is Holistic Brokerage a public company?
Holistic Brokerage is private company therefore does not currently have an official ticker symbol
See more information about Holistic Brokerage Employees

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search