Patrick Matlick
Senior Financial Planning Product and Research Consultant at eMoney Advisor | Frisco, Texas, United States
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Patrick Matlick is a seasoned professional with nearly a decade of experience in the financial planning software industry, currently serving as a Senior Financial Planning Product and Research Consultant at eMoney Advisor. In this pivotal role, Patrick leverages his expertise in data analysis and financial planning to drive innovative solutions that enhance the client experience and empower financial advisors. His responsibilities include conducting in-depth legislative analysis and competitive research, ensuring that eMoney Advisor remains at the forefront of industry trends and regulatory changes.
One of Patrick's key projects involves the integration of advanced analytics tools, such as Tableau and TensorFlow, to visualize complex data sets and uncover actionable insights. By utilizing these technologies, he has successfully identified strategic opportunities and potential threats within the financial planning landscape, providing senior leadership with the information necessary to make informed decisions. His ability to communicate these insights effectively has been instrumental in aligning internal teams and fostering a culture of data-driven decision-making.
Patrick's certifications in Data Science and Visualization, along with his Certified Scrum Product Owner (CSPO®) credential, further enhance his capability to manage cross-functional teams and streamline product development processes. His proficiency in tools like MongoDB and Scikit-Learn allows him to conduct sophisticated case analyses, ensuring that eMoney Advisor's offerings meet the evolving needs of its clients. As a passionate advocate for innovative wealth management solutions, Patrick continues to shape the future of financial planning through his strategic insights and commitment to excellence.
Senior Financial Planning Product and Research Consultant at eMoney Advisor in April 2024 to Present
Senior Financial Planning Services Consultant at eMoney Advisor in February 2020 to April 2024
Financial Planning Analyst at eMoney Advisor in February 2016 to February 2020
Customer Support Specialist at eMoney Advisor in February 2015 to February 2016
Infantry Rifleman / Team Leader at United States Marine Corps in October 2009 to August 2014
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Python
SQL
Data Analysis
Financial Planning
Data Visualization
Analytics
Microsoft Excel
Pandas
Tableau
TensorFlow
MongoDB
Git
Customer Service
Leadership
Matplotlib
Scikit-Learn
Case Analysis
Data Analytics
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Discover more about eMoney AdvisorWhat is Patrick Matlick email address?
Email Patrick Matlick at [email protected] and [email protected]. This email is the most updated Patrick Matlick's email found in 2026.
What is Patrick Matlick phone number?
Patrick Matlick phone number is 7608282938.
How to contact Patrick Matlick?
To contact Patrick Matlick send an email to [email protected] or [email protected]. If you want to call Patrick Matlick try calling on 7608282938. (updated on September 02, 2024)
What company does Patrick Matlick work for?
Patrick Matlick works for eMoney Advisor
What is Patrick Matlick's role at eMoney Advisor?
Patrick Matlick is Senior Financial Planning Product and Research Consultant
What industry does Patrick Matlick work in?
Patrick Matlick works in the Financial Services industry.
Patrick Matlick Email Addresses
Patrick Matlick Phone Numbers
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