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Emily Purdon

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Emily Purdon

Senior Director, Tax Solutions

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XY Planning Network

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phone

Phone (Direct)

+1 703 ❅❅❅ ❅❅❅❅

Phone (Direct)

phone

Phone (HQ)

(406) 413-9200

Phone (HQ)

email

Email

❅❅❅❅❅@xyplanningnetwork.com

Email

email

Email

❅❅❅❅❅@aol.com

Email

address

Office Address (HQ)

24 E Main St, Bozeman, Montana, 59715, United States

Office Address (HQ)

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Work Biography for Emily Purdon, XY Planning Network

Emily Purdon works as a Senior Director, Tax Solutions at XY Planning Network, which is a Financial Software company with an estimated 33 employees; and founded in 2014. They are part of the Tax team within the Finance Department and their management level is Director. Emily graduated from Kansas State University in 2019 and is currently based in Bozeman, United States. They used to work at Sullivan Bruyette Speros & Blayney and The FPA and have used the following emails: @xyplanningnetwork.com, @sbsbllc.com.

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Previous Work Experience

2019 - 2020

Kansas State University

Graduate Teaching Assistant. Financial Planning

2017 - 2018

The FPA

FPA NCA NexGen Director

2011 - 2016

The Madeira School

Class Agent

2015 - 2015

VLP Financial Advisors

Financial Planning Intern

2014 - 2014

Boeing

Financial Operations Intern. Summer 2014

2013 - 2013

Morgan Stanley

Client Services Intern. Summer 2013

Education

Bachelor of Science

Virginia Polytechnic Institute and State University

Graduation Year - 2015

Graduate Certificate

Kansas State University

Graduation Year - 2019

Emily's Workplace

XY Planning Network

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtua...Read More

24 E Main St, Bozeman, Montana, 59715, United States

33

$5.3 M

Financial Software, Software

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Emily’s company in the news

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XY Planning Network Empowers Independent Advisors with Business Improvements for 2022

November 9, 2021

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Seven Group Partners With XY Planning Network to Help Financial Advisors Elevate Their Marketing and Expand Their Digital Reach

August 18, 2021

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XY Planning Network Takes Fiduciary Fight To States And Hires Advocacy Consultant Duane Thompson

October 12, 2020

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Insights to Break the Ice

In your first interaction

star Emily’s CEO is Alan Moore

star Emily is located in United States

star Emily has been Senior Director, Tax Solutions in XY Planning Network for 3 years

funding XY Planning Network’s Funding

Last funding

$350K

April 6, 2020

Total raised

$350K

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Frequently Asked Questions about Emily Purdon

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What company does Emily Purdon work for?

Emily Purdon works for XY Planning Network

What is Emily Purdon’s title in XY Planning Network?

Emily Purdon’s title in XY Planning Network is Senior Director, Tax Solutions

Where is Emily Purdon located?

Emily's company headquarters are in Bozeman, Montana

What is Emily Purdon’s headquarters phone number?

Emily Purdon’s headquarters phone number is (406) 413-9200

Where did Emily Purdon go to college?

Emily's most recent academic degree is Bachelor of Science, from Virginia Polytechnic Institute and State University