Xy planning network

A Turnkey Financial Planning Platform Supporting Financial Advisors Serving Gen X & Millennials With A Monthly Retainer Model

Information about Xy planning network

financial services
Number of employees
Sanford, North Carolina, US

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


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


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

Frequent questions about Xy planning network

How many employees does Xy planning network have?
Xy planning network has approximately 11-50 employees.
What is Xy planning network's industry?
Xy planning network is involved in the industry of financial services.
Where is Xy planning network headquarters located?
Xy planning network is located in Sanford, North Carolina, US
What is the website of Xy planning network?
Xy planning network official website at xyplanningnetwork.com

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