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@emoneyadvisor.com
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Patrick Matlick is listed as Financial Planning Consultant @ eMoney Advisor | CSPO® | Data Analytics at eMoney Advisor, a company with 662 employees, based in Frisco, Texas, United States. AeroLeads shows a work email signal at emoneyadvisor.com and a matched LinkedIn profile for Patrick Matlick.
Patrick Matlick previously worked as Senior Financial Planning Product and Research Consultant at Emoney Advisor and Senior Financial Planning Services Consultant at Emoney Advisor.
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With almost 10 years of experience in the financial planning software industry, I am a Senior Financial Planning Consultant at eMoney Advisor, a leading provider of innovative wealth management solutions. I hold certifications in Data Science and Visualization and Certified Scrum Product Owner (CSPO®) credential from Scrum Alliance.My core competencies include conducting comprehensive research and analysis on the financial planning sector, identifying and communicating strategic opportunities and threats, representing user interests and feedback in product development, and providing expert guidance and support to internal and external stakeholders. I am passionate about leveraging data analytics and visualization to deliver innovative and tailored solutions that enhance the user experience and the competitive edge of eMoney Advisor. I collaborate with multiple departments and teams to align our product vision with industry trends, user needs, and competitor strategies.
Listed skills include Data Analysis, Financial Planning, Python, Sql, and 21 others.
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Financial Planning and Legislative Analysis: Conducted comprehensive research into the financial planning sector, incorporating legislative updates and competitive analyses to deliver strategic insights that educated and aligned our internal teams.Strategic Opportunity Identification:Expertly identified and communicated potential opportunities and threats.
San Diego, California, United States
As an internal consultant:- As a key consultant to product owners and managers, provided invaluable guidance on product vision and alignment with industry trends, user needs, and competitor strategies.- Revamped and rejuvenated internal operations by providing valuable and relevant insights and comprehensive industry research. - Continually monitored and.
Greater San Diego Area
Provided invaluable support in complex case analysis that enhanced plan accuracy and deepened advisors/users understanding of our innovative platform. I leveraged my extensive expertise and sharp analytical skills to collaborate directly with clients, offering expert guidance and actionable insights that took their planning to the next level.Constantly.
Greater San Diego Area
Operation Tomodachi - 2011OEF - 2012
Other employees you can reach at emoneyadvisor.com. View company contacts for 662 employees →
Heather Rittenhouse
Colleague at Emoney Advisor
Conshohocken, Pennsylvania, United States, United States
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MF
Marycate Fox
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Greater Philadelphia, United States
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Joel Ugwuebulem
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Greater Philadelphia, United States
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MA
Mr. Asela Sampath
Colleague at Emoney Advisor
North Central Province, Sri Lanka, Sri Lanka
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Bill Staffeldt
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Greater Philadelphia, United States
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Evan Gromlich
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Reading, Pennsylvania, United States, United States
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RF
Ryan Fransen-Pruden
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Greater Minneapolis-St. Paul Area, United States
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Paul Alex
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Halifax, England, United Kingdom, United Kingdom
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Denise S.
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Midland Park, New Jersey, United States, United States
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Moira Bishop
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Phoenixville, Pennsylvania, United States, United States
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Patrick Matlick works for eMoney Advisor.
Patrick Matlick is listed as Financial Planning Consultant @ eMoney Advisor | CSPO® | Data Analytics at eMoney Advisor.
AeroLeads has found 2 work email signals at @emoneyadvisor.com for Patrick Matlick at eMoney Advisor.
Patrick Matlick is based in Frisco, Texas, United States while working with eMoney Advisor.
Patrick Matlick has worked for Emoney Advisor and United States Marine Corps.
Patrick Matlick's colleagues at eMoney Advisor include Heather Rittenhouse, Marycate Fox, Joel Ugwuebulem, Mr. Asela Sampath, and Bill Staffeldt.
You can use AeroLeads to view verified contact signals for Patrick Matlick at eMoney Advisor, including work email, phone, and LinkedIn data when available.
Patrick Matlick is listed with skills including Data Analysis, Financial Planning, Python, Sql, Data Visualization, Analytics, Microsoft Excel, and Pandas.
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