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Patrick Noonan

Patrick Noonan is Product Manager for Wealth Management and Insurance. Backed by his years of experience as a Certified Financial Planner (CFP®), Patrick defines and oversees product features that improve broker-dealer and advisor performance and efficiencies in the banking, investment, and insurance industries.
Patrick Noonan and beneficiaries screenshot.

Patrick Noonan

Advice360º: Financial advisors can now see and report consolidated...

June 28, 2022

Insurance | Advice360° | Wealth management

A man and a woman sitting down in a meeting with an insurance advisor, shaking hands.

Patrick Noonan

Wealth and asset management technology is finally transforming insurance

October 13, 2021

Insurance | Technology | Wealth management