Patrick Daniel, Director, Advisor Technology Solutions

Patrick Daniel is the director of advisor technology solutions at Commonwealth. In this role, he engages with the firm's community, including advisors and their staff, home office employees, advisors’ clients, and business and technology partners, to advocate for and promote Commonwealth’s technology platform. He works with these same groups to build awareness and understanding of the product value, strategy, and vision.

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An Office Technology Blueprint for Financial Advisors
Do you need to set up or update your office technology? See what financial advisors should consider when creating an infrastructure and what to look for when considering a new firm partner.
Patrick Daniel
09.15.22

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An Office Technology Blueprint for Financial Advisors