Kamal Preet

Managing Director at XY Planning Network - Bozeman, MT, US

Kamal Preet's Colleagues at XY Planning Network
Ivy Taylor

design specialist

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Kate Ross

director of academy

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Shivank Satija

Accountant

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Jocelyn Rucker

Bookkeeping Specialist

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Hilary Fetter

VP, Sales and Marketing

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Jared Martin

IT Manager

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Shelley Laakso

Finance Manager

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Kamal Preet's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Delhi,India
Company
XY Planning Network
Kamal Preet'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 Kamal Preet
Kamal Preet currently works for XY Planning Network.
Kamal Preet's role at XY Planning Network is Managing Director.
Kamal Preet's email address is ***@xyplanningnetwork.com. To view Kamal Preet's full email address, please signup to ConnectPlex.
Kamal Preet works in the Financial Services industry.
Kamal Preet's colleagues at XY Planning Network are Ivy Taylor, Kate Ross, Shivank Satija, Jocelyn Rucker, Hilary Fetter, Jared Martin, Shelley Laakso and others.
Kamal Preet's phone number is N/A
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