Patrick Mueller

Patrick Mueller Email and Phone Number

Investment Solutions Representative @ Fidelity Investments
Salt Lake City, UT, US
Patrick Mueller's Location
Salt Lake City, Utah, United States, United States
About Patrick Mueller

I am currently working for Fidelity Investments as a Customer Relationship Advocate assisting with client services! I graduated from the University of Utah in the spring of 2024, majoring in Finance and minoring in Management and Entrepreneurship. I have a passion for both leadership and teamwork and I take great pride in my high attention to detail. In my prior work experience, I was named Employee of the Year for my work as a recruitment intern for the David Eccles School of Business. In my free time, I enjoy skiing and surfing the Oregon coast when I am home in Portland.

Patrick Mueller's Current Company Details
Fidelity Investments

Fidelity Investments

View
Investment Solutions Representative
Salt Lake City, UT, US
Website:
fidelity.com
Employees:
83148
Patrick Mueller Work Experience Details
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments
    Salt Lake City, Ut, Us
    View
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments May 2024 - Present
    View
  • University Of Utah - David Eccles School Of Business
    Business Scholars Recruitment Intern
    University Of Utah - David Eccles School Of Business Jul 2022 - May 2024
    Salt Lake County, Utah, United States
    - Manage 1,400 program applicants using Salesforce- Review admissions documents to yield 950 students into the program annually
    View
  • Pure Solutions
    Client Relationship Manager
    Pure Solutions May 2022 - Jul 2022
    Portland, Oregon, United States
    - Built a Client Relationship Management program using tools from Monday.com- Manage 20 clients through the sales funnel
    View
  • University Of Utah - David Eccles School Of Business
    Business Scholars Ambassador
    University Of Utah - David Eccles School Of Business Aug 2021 - May 2022
    Salt Lake County, Utah, United States
    - Supported 12 professors in managing class assignments- Academically mentored 30 Business Scholars students annually
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  • Sprouts Farmers Market
    Receiver
    Sprouts Farmers Market May 2021 - Aug 2021
    Salt Lake County, Utah, United States
    - Processed daily deliveries of 800 boxes using in-house systems
    View
  • Pineapple Academy
    Client Relationship Manager
    Pineapple Academy Mar 2020 - Aug 2020
    - Managed 40 senior living corporate clients using Zoho CRM, reducing process time by 3 hours
    View

Patrick Mueller Education Details

Frequently Asked Questions about Patrick Mueller

What company does Patrick Mueller work for?

Patrick Mueller works for Fidelity Investments

What is Patrick Mueller's role at the current company?

Patrick Mueller's current role is Investment Solutions Representative.

What schools did Patrick Mueller attend?

Patrick Mueller attended University Of Utah - David Eccles School Of Business, Jesuit High School Portland.

Who are Patrick Mueller's colleagues?

Patrick Mueller's colleagues are Tuck Kennedy, Quinton Morckel, Mba, Dr. Robin John Quest, Jonathan Kobler, Stephen Palermo, Keith Yarberry, Cfa, Abhra Chattopadhyay.

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