Meet Patrick
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 Insights

December 14, 2023
The demand for comprehensive financial advice is surging, fueled by clients seeking a complete understanding of their financial lives.
By: Patrick Michaud

October 5, 2023
The financial landscape is in a state of rapid transformation, with shifting client expectations and new contenders entering the field.
By: Patrick Michaud

February 23, 2023
After a long career on Wall Street, Brian Pultman broke away from a wirehouse in 2018 and founded Correct Capital, an independent, privately held wealth advisory firm.
By: Patrick Michaud

March 24, 2022
In a very positive sign for in-person industry events, the recently held 2022 SS&C Black Diamond Executive Forum was a well-attended gathering.
By: Patrick Michaud