Jocelyn Rucker

Lead Bookkeeping Specialist at XYPN

Jocelyn Rucker has a background in sales and real estate before transitioning into the field of bookkeeping. Currently employed at XY Planning Network as a Bookkeeping Specialist, Jocelyn works with a variety of Wealth Management firms to ensure the accuracy of their financial statements. Prior to this role, Jocelyn gained experience in bookkeeping at ThunderStruck Motors, LLC. Jocelyn holds a Bachelor's degree in Communication and Media Studies from Biola University.

Location

Santa Rosa, 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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