Sarah Orlando

Senior Finance Specialist at XY Planning Network - Bozeman, MT, US

Sarah Orlando's Colleagues at XY Planning Network
Cheryl Lewis

Account Specialist

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Ashley Hunter

Talent Development Manager

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Aimee Arnaud

Business Development Specialist

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Kelsey Wheatle

Relationship Manager

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Pam Hocevar

Director of Tax

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Tom Teasdale

Data Scientist

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Jordan Hutchison

Director Of Partnerships

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Sarah Orlando's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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N/A
Location
Company
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.

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Frequently Asked Questions about Sarah Orlando
Sarah Orlando currently works for XY Planning Network.
Sarah Orlando's role at XY Planning Network is Senior Finance Specialist.
Sarah Orlando's email address is ***@xyplanningnetwork.com. To view Sarah Orlando's full email address, please signup to ConnectPlex.
Sarah Orlando works in the Financial Services industry.
Sarah Orlando's colleagues at XY Planning Network are Cheryl Lewis, Ashley Hunter, Aimee Arnaud, Kelsey Wheatle, Pam Hocevar, Tom Teasdale, Jordan Hutchison and others.
Sarah Orlando's phone number is N/A
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