Julia Lachner

Membership Experience Specialist at XYPN

Julia Lachner is a skilled professional with extensive experience in member and transaction coordination, customer service, and leasing management. Currently serving as a Member Experience Specialist at XY Planning Network since April 2023, Julia focuses on enhancing member interactions and experiences. Previous roles include Transaction Coordinator at Keller Williams Capital Properties and Keller Williams Realty, where responsibilities encompassed contract execution, deadline management, and communication facilitation. Julia also held positions as Resident Services Manager and Leasing Manager at The Scion Group, overseeing resident inquiries and leasing processes. Julia's career began as an Advertising Sales Representative at The Purdue Exponent and included roles in promotions and communications during academic pursuits at Purdue University, where Julia earned a Bachelor of Arts in Public Relations and Organizational Leadership.

Location

Lafayette, 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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