Patrick Noonan

Product manager for wealth management and insurance

Patrick Noonan is Advisor360°'s product manager for wealth management and insurance, responsible for guiding the development of the company's tools that help advisors facilitate the financial planning process and work more efficiently. Prior to joining Advisor360°, he was a financial advisor with Merrill Lynch and Janney Montgomery Scott, and an advanced planning consultant at Commonwealth Financial Network.

Practice and client management

How much portfolio access is too much for clients?

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

By Patrick Noonan

February 3