Patrick Matlick is a Senior Financial Planning Consultant at eMoney Advisor, where they leverage nearly a decade of experience in the financial planning software industry. They hold certifications in Data Science and Visualization and the Certified Scrum Product Owner (CSPO®) credential. Patrick has successfully conducted comprehensive research and analysis on the financial planning sector, identifying strategic opportunities and enhancing user experience through data analytics. They previously served in roles that included providing enterprise support and contributing to product development, while also mentoring team members to improve overall performance. Prior to their career in financial planning, Patrick served as an Infantry Rifleman and Team Leader in the United States Marine Corps from 2009 to 2014.
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