Patrick Mueller

Patrick Mueller Email and Phone Number

V.P. of Client Administration at CorePath Wealth Partners @ CorePath Wealth Partners
scottsdale, arizona, united states
Patrick Mueller's Location
Scottsdale, Arizona, United States, United States
Patrick Mueller's Contact Details

Patrick Mueller work email

Patrick Mueller personal email

n/a
About Patrick Mueller

Hard working & independent thinker.

Patrick Mueller's Current Company Details
CorePath Wealth Partners

Corepath Wealth Partners

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V.P. of Client Administration at CorePath Wealth Partners
scottsdale, arizona, united states
Employees:
14
Patrick Mueller Work Experience Details
  • Corepath Wealth Partners
    Vice President Of Client Administration
    Corepath Wealth Partners May 2023 - Present
    7114 E. Stetson Dr. Ste. 205 Scottsdale, Az 85251
  • Corepath Wealth Partners
    Director Of Administration
    Corepath Wealth Partners Jan 2019 - May 2023
    7114 E. Stetson Dr. Ste. 205 Scottsdale, Az 85251
  • North Star Resource Group
    Administrative Assistant
    North Star Resource Group May 2016 - Jan 2019
    4645 N. 32Nd St. Ste. 200
    Administrative assistant to Mark Bonnett, Partner and Senior Vice President of North Star.Registered RepresentativeMay 2016 - January 2019CRI Securities, LLC & Securian Financial Services, Inc.North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource group is not affiliated with Securian Financial Services, Inc, but is independently owned and operated. North Star Consultants, Inc., Insurance Products and Services | CRI Securities, LLC - Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities1868352/DOFU 8-2017
  • Massmutual Phoenix
    Customer Service Specialist
    Massmutual Phoenix Dec 2013 - May 2016
    11001 N Black Canyon Hwy, Phoenix, Az 85029
    *Respond to 35-70 inbound calls from agents and clients per day*Make 10-15 outbound calls to clients and agents to resolve outstanding issues*Work with team to resolve issues in a satisfactory manner for all parties involved*Explain complicated contract details about many different MassMutual annuities*Took on additional responsibility as a part of the 'internet team' responsible for responding to client and agent requests via telephone or email*Assisted with mentorship and training of new associates*Team sales lead champion, received recognition and spot bonus for generating the most sales leads on the team for 2015.
  • Comitz | Beethe, Pllc
    Law Clerk & Office Assistant
    Comitz | Beethe, Pllc Nov 2011 - Mar 2013
    6720 N. Scottsdale Road, Ste. 150 Scottsdale, Az 85253
    *Troubleshoot & resolve tech issues w/ office electronics*Timely production of photocopies*Delivery of legal documents to courts & other law firms*Filing of documents in client file*Install, maintain & repair office equipment and furniture*Creation of excel spreadsheet for organization of files*Organized shelving for long term storage of client files
  • Mueller & Drury, P.C.
    File Clerk & Receptionist
    Mueller & Drury, P.C. May 2004 - Oct 2011
    8110 E. Cactus Rd. Ste. 100 Scottsdale, Az 85260
    *Research & retrieve information or documents from case files*Posting of Trustee Sale notices at court & affected properties*Mailing of certified letters in accordance with current laws*Delivery of legal documents for filing at court or to other law firms*Responsible for purchasing and stocking office supplies*Indexed documents and client files to be placed in cold storage*Transport files between storage and office

Patrick Mueller Education Details

Frequently Asked Questions about Patrick Mueller

What company does Patrick Mueller work for?

Patrick Mueller works for Corepath Wealth Partners

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

Patrick Mueller's current role is V.P. of Client Administration at CorePath Wealth Partners.

What is Patrick Mueller's email address?

Patrick Mueller's email address is pa****@****lth.com

What schools did Patrick Mueller attend?

Patrick Mueller attended Arizona State University College Of Liberal Arts And Sciences.

Who are Patrick Mueller's colleagues?

Patrick Mueller's colleagues are Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba, Helen Vouniozos, Erick Fernandez.

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