Patrick Matlick Email & Phone Number

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 to senior leadership, driving strategic decisions and enhancing organizational agility.User Advocacy in Product Development:Represented user interests within our organization, translating their needs and feedback into actionable insights to significantly enhance user experience and satisfaction.Collaboration on Product Vision and Strategy:Fostered departmental alignment on product development, ensuring a cohesive approach to our strategic vision and optimizing project outcomes.Execution of Strategic Roadmaps:Collaborated closely with product leaders to implement the company’s vision for advisor and client experiences, directly contributing to the roadmap's successful execution.Business Needs Analysis and Functional Requirements:Determined essential business needs and translated them into detailed functional requirements, streamlining product development processes and enhancing output quality.Product Feature Communication:Effectively communicated the technical limitations and compromises of new product features to stakeholders, ensuring expectations were managed and aligned with project capabilities.Product Integration Consulting:Acted as a key technical liaison for customers, enhancing product integration and customization through strategic consultation and support.Mentorship and Industry Expertise Sharing:Served as a mentor to team members, enhancing their professional growth and leveraging my deep industry knowledge to improve team performance and decision-making.

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 analyzed industry trends, identifying lucrative opportunities that kept the organization ahead of the curve. - Collaborated with multiple departments to provide a competitive edge through actionable information, such as competitive positioning data to the sales and marketing teams and product opportunities to achieve competitive parity or gain an advantage in the FP software industry. As a client-facing professional:- Promoted our brand through captivating presentations at conferences and at our booth. - Provided enterprise-tier 3 support that exceeded client expectations, earning positive reviews and cementing long-term relationships with satisfied customers. - Offered sales support by crafting solutions that resonated with clients, and ultimately drove revenue growth.

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 monitoring and analyzing trends and opportunities, enabling our team to stay ahead of the curve and to anticipate the evolving needs and preferences of our users. I provided invaluable guidance and feedback on new features and product enhancements, ensuring that our offerings were always innovative and tailored to the needs of our customers.

Greater San Diego Area

Operation Tomodachi - 2011OEF - 2012