Dan Ritter

Senior Manager of XYTS at XY Planning Network - Bozeman, MT, US

Dan Ritter's Colleagues at XY Planning Network
Pearl M.

People Operations Manager

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Sara Williams

Operational Specialist at XY Tax Solutions

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Audrey Moss

Brand Designer

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Ira Slingsby

Compliance Specialist

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BB Webb

Sales Coach

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Ryan Watin

Chief People Officer

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Kirsten Storm

Onboarding Specialist

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Dan Ritter's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Bozeman, Montana, United States
Company
XY Planning Network
Dan Ritter's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Frequently Asked Questions about Dan Ritter
Dan Ritter currently works for XY Planning Network.
Dan Ritter's role at XY Planning Network is Senior Manager of XYTS.
Dan Ritter's email address is ***@xyplanningnetwork.com. To view Dan Ritter's full email address, please signup to ConnectPlex.
Dan Ritter works in the Financial Services industry.
Dan Ritter's colleagues at XY Planning Network are Pearl M., Sara Williams, Audrey Moss, Ira Slingsby, BB Webb, Ryan Watin, Kirsten Storm and others.
Dan Ritter's phone number is N/A
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