Customer Support and Engagement
About
The Customer Support and Engagement team at XYPN is dedicated to enhancing the experience of fee-for-service financial advisors by providing exceptional service and resources. This team focuses on onboarding new members, facilitating community connections, managing events, and ensuring ongoing support through training and coaching. Their goal is to empower advisors to thrive in their independent practices while fostering a vibrant and engaged community.
Team members
Aaron Pratt
Director Of Customer Success
Arlene Donley Moss
Executive Business Coach
David Bowman
Director Of Partnerships
Julia Lachner
Membership Experience Speciali...
Kassy Betterley
Community Engagement Manager
Kori Lennon
Vice President, XYPN Emerald
Rhonda Moore
Senior Sales & Onboarding Mana...
Tori Bowerman
Senior Events Manager