TAPAN BHAKAT

Student Job at XY Planning Network - Bozeman, MT, US

TAPAN BHAKAT's Colleagues at XY Planning Network
Jen Mastrud

director of marketing

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Kate Ross

director of academy

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Rupa P.

Director Strategic Initiatives

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Travis Gano

director of operations

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Nyla Anwer

Account Manager

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Isabel Leong

member experience specialist

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Ivy Taylor

design specialist

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TAPAN BHAKAT's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Company
XY Planning Network
TAPAN BHAKAT'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 TAPAN BHAKAT
TAPAN BHAKAT currently works for XY Planning Network.
TAPAN BHAKAT's role at XY Planning Network is Student Job.
TAPAN BHAKAT's email address is ***@xyplanningnetwork.com. To view TAPAN BHAKAT's full email address, please signup to ConnectPlex.
TAPAN BHAKAT works in the Financial Services industry.
TAPAN BHAKAT's colleagues at XY Planning Network are Jen Mastrud, Kate Ross, Rupa P., Travis Gano, Nyla Anwer, Isabel Leong, Ivy Taylor and others.
TAPAN BHAKAT's phone number is N/A
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