Ana George

Lead Operations Specialist at XYPN

Ana George is a Lead Operations Specialist at XYPN, bringing with their a wealth of experience from roles such as Premier Advisor Advocate at Orion Advisor Tech. With a background in Cultural Anthropology from Western Washington University, Ana also served as the National Communications Coordinator for the Residence Hall Association, where Ana made a positive impact within the university community. Ana has demonstrated strong leadership skills and a commitment to fostering relationships between organizations.

Location

Bellingham, United States

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XYPN

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 their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.


Employees

51-200

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