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Game Manager at XY Planning Network - Bozeman, MT, US

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Vaibhav Pathak

Software Developer

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Rakesh Suman

MT

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sanju dwivedi

Yes

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Kori Lennon

Director of Advisor Education

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Heather Walstad

Director of Finance

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Kelly Moorman

Director of Brand Communications

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Arlene Moss

Executive Business Coach

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***@xyplanningnetwork.com
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(XXX) XXX-XXXX
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XY Planning Network
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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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Proton mail currently works for XY Planning Network.
Proton mail's role at XY Planning Network is Game Manager.
Proton mail's email address is ***@xyplanningnetwork.com. To view Proton mail's full email address, please signup to ConnectPlex.
Proton mail works in the Financial Services industry.
Proton mail's colleagues at XY Planning Network are Vaibhav Pathak, Rakesh Suman, sanju dwivedi, Kori Lennon, Heather Walstad, Kelly Moorman, Arlene Moss and others.
Proton mail's phone number is N/A
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