14 December 2023
Patrick is primarily focused on content creation and lead generation campaigns to drive upper funnel activity into the advisory sales pipeline. He also works closely with the sales team to help move early stage opportunities through the pipeline by developing a variety of sales enablement tools and lead nurture programs. In addition, Patrick manages the marketing strategy with our channel partners team, helping to maximize communications with custodian partners.
Prior to joining SS&C Advent, Patrick had 10 years of extensive field and channel partner marketing experience in health care technology. Patrick has a BS in Management Science with a Concentration in Marketing from Bridgewater State University in Massachusetts.
Patrick's Blog Topics
Patrick's Latest Insights
05 October 2023
Adapting to Change | The Future of Financial Advice
23 February 2023
Advent Insurance Marketplace to the Rescue
29 September 2022
Future-Proof Your Business By Turning Heirs Into Clients
24 March 2022
The SS&C Black Diamond 2022 Executive Forum
07 October 2021
Tightly Integrated Technology That Creates Efficiencies
19 August 2021
Scalability for Multi-Family Offices
28 July 2021
The Path to Independence for a Hybrid Advisory
08 December 2020