Chief Operations Officer
Current
Wealth Management Advisers
May 2011 - Present
AeroLeads people directory · profile
Patrick Gerken Email & Phone Number
Chief Operations Officer
at
Wealth Management Advisers
1 work email found
@excite.com
9 phones found area 714 and 949
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Wealth Management Advisers
Role
Chief Operations Officer
Location
Mission Viejo, California, United States
Who is Patrick Gerken? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Gerken is listed as Chief Operations Officer at Wealth Management Advisers, based in Mission Viejo, California, United States. AeroLeads shows a work email signal at excite.com, phone signal with area code 714, 949, and a matched LinkedIn profile for Patrick Gerken.
Patrick Gerken previously worked as Sales Assistant at Wealth Management Adviser and Independent Sales Consultant at Kelly Mortgage, Inc.. Patrick Gerken holds Mba, Business Mathematics & Educational Mathematics from University Of Phoenix.
Company email context
Email format at Wealth Management Advisers
This section adds company-level context without repeating Patrick Gerken's masked contact details.
*@excite.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Gerken. Compare company email patterns before reaching out.
Profile bio
About Patrick Gerken
Patrick Gerken is a Chief Operations Officer at Wealth Management Advisers. He possess expertise in real estate, fha, customer service, microsoft office, life and health insurance licenses and 2 more skills. Colleagues describe him as "Providing support for Patrick was a breeze. Rarely was there an issue and when something did breakdown or an upgrade was implemented, he understood the big picture and was eager to volunteer."
Listed skills include Real Estate, Fha, Customer Service, Microsoft Office, and 3 others.
Current workplace
Patrick Gerken's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Management Advisers
5 roles
Patrick Gerken work experience
A career timeline built from the work history available for this profile.
Sales Assistant
Wealth Management Adviser
Independent Sales Consultant
Kelly Mortgage, Inc.
Commercial & Residential Lending for all consumers.
May 2008 - May 2009
Senior Loan Consultant
Aug 2003 - May 2008
2 education records
Patrick Gerken education
Mba, Business Mathematics & Educational Mathematics
University Of Phoenix
Bs, Liberal Arts Of Science
FAQ
Frequently asked questions about Patrick Gerken
Quick answers generated from the profile data available on this page.
What company does Patrick Gerken work for?
Patrick Gerken works for Wealth Management Advisers.
What is Patrick Gerken's role at Wealth Management Advisers?
Patrick Gerken is listed as Chief Operations Officer at Wealth Management Advisers.
What is Patrick Gerken's email address?
AeroLeads has found 1 work email signal at @excite.com for Patrick Gerken at Wealth Management Advisers.
What is Patrick Gerken's phone number?
AeroLeads has found 9 phone signal(s) with area code 714, 949 for Patrick Gerken at Wealth Management Advisers.
Where is Patrick Gerken based?
Patrick Gerken is based in Mission Viejo, California, United States while working with Wealth Management Advisers.
What companies has Patrick Gerken worked for?
Patrick Gerken has worked for Wealth Management Advisers, Wealth Management Adviser, Kelly Mortgage, Inc., Equity Direct Mortgage Corporation, and Hsbc Mortgage Services.
How can I contact Patrick Gerken?
You can use AeroLeads to view verified contact signals for Patrick Gerken at Wealth Management Advisers, including work email, phone, and LinkedIn data when available.
What schools did Patrick Gerken attend?
Patrick Gerken holds Mba, Business Mathematics & Educational Mathematics from University Of Phoenix.
What skills is Patrick Gerken known for?
Patrick Gerken is listed with skills including Real Estate, Fha, Customer Service, Microsoft Office, Life And Health Insurance Licenses, Customer Relations, and Financial Management.
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