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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...

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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...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Employees

Ryan Watin

Chief People Officer

Tony Williamson

Director, Xy Bean Counters

Travis Johnson

Managing Director of Xy Compliance Solutions

Alexis Mitic

Information Technology Specialist

Monique Dutkowsky

Vice President of Strategic Initiatives

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

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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

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