Patrick Noel

Compliance Consultant at XY Planning Network - Bozeman, MT, US

Patrick Noel's Colleagues at XY Planning Network
Ryan Unroe

Web Designer

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Jocelyn Rucker

Bookkeeping Specialist

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Kasia Kulbacka

COO/Integrator

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Jason Brown

Senior Tax Manager

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Joseph Timmer

Principal Software Engineer

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Daniel Keslin

Director

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Rebecca Huyard

Lead Accountant Specialist

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Patrick Noel's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Round Rock, Texas, United States
Company
XY Planning Network
Patrick Noel'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 Patrick Noel
Patrick Noel currently works for XY Planning Network.
Patrick Noel's role at XY Planning Network is Compliance Consultant.
Patrick Noel's email address is ***@xyplanningnetwork.com. To view Patrick Noel's full email address, please signup to ConnectPlex.
Patrick Noel works in the Financial Services industry.
Patrick Noel's colleagues at XY Planning Network are Ryan Unroe, Jocelyn Rucker, Kasia Kulbacka, Jason Brown, Joseph Timmer, Daniel Keslin, Rebecca Huyard and others.
Patrick Noel's phone number is N/A
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