org placeholder image

Chelsey Patera

Tax Specialist at XYPN

  • LinkedIn

I am a tenacious, hardworking individual. I received my B.S. from Montana State University in May of 2019. I have become efficient in programs such as Quickbooks and Lacerte. When I am no...

Read More

map
XYPN

XYPN

  • description Description
    Your business. XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of the...

    Read More

  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

XYPN Org Chart and Mapping

Employees

Daniel Adams

Director of Accounting Services

Alexandra Eigen

Manager of Member Experience

Heather Walstad

Managing Director of Finance

Krystal Schmitz

Compliance Solutions Operations Manager

Sydney Wagner

Payroll & Benefits Manager

Frequently Asked Questions Regarding Chelsey Patera

Answer: Chelsey Patera works for XYPN as Tax Specialist

Answer: Chelsey Patera’s role in XYPN is Tax Specialist

Answer: Chelsey Patera's email address is c***@gmail.com

Answer: Chelsey Patera's business email address is c****@xyplanningnetwork.com

Answer: Chelsey Patera’s direct phone number is (***)-***-****

Answer: Chelsey Patera works in the industry of: Financial Services

Answer: Chelsey Patera is the current Tax Specialist at XYPN.... Read More

Answer: Chelsey Patera works XYPN located at Bozeman, Montana, 59715, United States

Answer: XYPN's Tax Specialist is Chelsey Patera

Answer: Chelsey Patera contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@xyplanningnetwork.com

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access