SIGNUP WITH GOOGLEXy planning network
A Turnkey Financial Planning Platform Supporting Financial Advisors Serving Gen X & Millennials With A Monthly Retainer Model
Information about Xy planning network
Company Categories
Advice, Fee Only Financial Planning, Media and Entertainment, Business Coaching, Finance, Financial Services,Xy planning network executive employees
ira slingsby
Lead Compliance Specialist
lisa larrivee
Director of Content
katrina ivancic
Tax Manager
heather walstad
Director of Finance
ashish mishra
Sales Manager
amylee ledger
Executive Sales Manager
alan moore
CEO of XY
abhijeet mittal
Manager
phyllis tang
Human Resources Intern
shawn tao
Compliance Intern
steven klein
Senior Software Engineer
terria heng
Financial Regulatory Compliance
yashvi varma
Managing Director
tyler reichhoff
Senior Accountant
taylor deardorf
Product Owner
travis gano
Director of Operations
tori bowerman
Events Manager
rupa p.
Strategic Initiatives
vince hockett
President
madeline roche
Vice President
lindsey white
Email Marketing Manager
kori lennon
Director of Advisor
kelly moorman
Director of Brand
kamal preet
Managing Director
jordan evans-ka
Lead Data Scientist
erika madden
Director of Member
daniel keslin
Director of XYBC
daniel adams
Director of Accounting
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