Lindsey White

Email Marketing Manager at XY Planning Network - Bozeman, MT, US

Lindsey White's Colleagues at XY Planning Network
Mostafa Osman

Office Manager

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Yan Zeng

Unix 专员

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Avril Phillips

VA Service Coordinator

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Ondrej Slezak

director

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Mike Chua

Abc

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Mohammed Sadath

Civil Engineer

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Sydney Wagner

Payroll & Benefits Manager

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Lindsey White'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
Lindsey White'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 Lindsey White
Lindsey White currently works for XY Planning Network.
Lindsey White's role at XY Planning Network is Email Marketing Manager.
Lindsey White's email address is ***@xyplanningnetwork.com. To view Lindsey White's full email address, please signup to ConnectPlex.
Lindsey White works in the Financial Services industry.
Lindsey White's colleagues at XY Planning Network are Mostafa Osman, Yan Zeng, Avril Phillips, Ondrej Slezak, Mike Chua, Mohammed Sadath, Sydney Wagner and others.
Lindsey White's phone number is N/A
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