Kaitlin Angel

Tax Specialist at XY Planning Network - Bozeman, MT, US

Kaitlin Angel's Colleagues at XY Planning Network
Becca Huyard

Lead Accountant Specialist

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Nicole McCown

Director of Tax

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Andrew Lippert

Tax Specialist

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Brandon Moss

Director | Xy Investment Solutions

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Rahul Sharma

Account Relationship Manager

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Alekhya Anitha

Senior HR Consultant

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Sanju Kari

Sales Specialist

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Kaitlin Angel's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Belgrade, Montana, United States
Company
XY Planning Network
Kaitlin Angel'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.

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Frequently Asked Questions about Kaitlin Angel
Kaitlin Angel currently works for XY Planning Network.
Kaitlin Angel's role at XY Planning Network is Tax Specialist.
Kaitlin Angel's email address is ***@xyplanningnetwork.com. To view Kaitlin Angel's full email address, please signup to ConnectPlex.
Kaitlin Angel works in the Financial Services industry.
Kaitlin Angel's colleagues at XY Planning Network are Becca Huyard, Nicole McCown, Andrew Lippert, Brandon Moss, Rahul Sharma, Alekhya Anitha, Sanju Kari and others.
Kaitlin Angel's phone number is N/A
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