Emily Purdon's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1 678-462-9508
Location
Bozeman, Montana

Emily Purdon's Current Company Details

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 ...
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
financial services
finance

Emily Purdon's Work History and Education

XY Planning Network
Director | Financial Planning & Process Coach
2019 - Present
Kansas State University
Graduate Teaching Assistant | Financial Planning
2020 - 2020 • 4 months
SBSB Financial Advisors
Associate | Financial Planning Analyst
2016 - 2019 • 3 years
Virginia Tech
Undergraduate Teaching Assistant | Financial Planning
2015 - 2016 • 5 months
VLP Financial Advisors
Financial Planning Intern
2015 - 2015 • 2 months

Others Named Emily Purdon

Arbonne Independent Consultant at Arbonne
HR Business Partner at Truework

Frequently Asked Questions about Emily Purdon


What company does Emily Purdon work for?

Emily Purdon works for XY Planning Network.

What is Emily Purdon's role at XY Planning Network?

Emily Purdon's role at XY Planning Network is Senior Director of XY Tax Solutions.

What is Emily Purdon's email address?

Emily Purdon's email address is e**@xyplanningnetwork.com.

What is Emily Purdon's business email address?

Emily Purdon's business email address is e**@xyplanningnetwork.com.

What is Emily Purdon's direct mobile number?

Emily Purdon's direct mobile number is (703) XXX-XXXX.

What is Emily Purdon's HQ phone number?

Emily Purdon's HQ phone number is +1 678-462-9508.

What industry does Emily Purdon work in?

Emily Purdon works in the Financial Services industry.

Who are Emily Purdon's colleagues?

Emily Purdon's colleagues are Aimee Arnaud, Becca Huyard, Daniel Adams, Erika Madden and more.

Colleagues at XY Planning Network

Business Development Specialist
Lead Accountant Specialist
Director Of Accounting Services
Director of Member Communications
Lead Compliance Specialist

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.