Jocelyn Tillisch

compliance specialist at XY Planning Network - Bozeman, MT, US

Jocelyn Tillisch's Colleagues at XY Planning Network

Tess Hollister

People & Culture: Team Engagement Specialist

Contact Tess Hollister

Whitney Mitchell

email marketing specialist

Contact Whitney Mitchell

Terria Heng

Compliance Consultant

Contact Terria Heng

Eryn Young

Bookkeeping Intern

Contact Eryn Young

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Jocelyn Tillisch's Contact Details

Email (Verified)
***@xyplanningnetwork.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location

Company
XY Planning Network

Jocelyn Tillisch's Company 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 Jocelyn Tillisch

Jocelyn Tillisch currently works for XY Planning Network.

Jocelyn Tillisch's role at XY Planning Network is compliance specialist.

Jocelyn Tillisch's email address is ***@xyplanningnetwork.com. To view Jocelyn Tillisch's full email address, please signup to ConnectPlex.

Jocelyn Tillisch works in the Financial Services industry.

Jocelyn Tillisch's colleagues at XY Planning Network are Tess Hollister, Whitney Mitchell, John Scotto, Terria Heng, Katie Ament, Milan Chokshi, Eryn Young and others.

Jocelyn Tillisch's phone number is N/A