Vice President Of Client Administration
Current
May 2023 - Present
AeroLeads people directory · profile
Patrick Mueller Email & Phone Number
V.P. of Client Administration at CorePath Wealth Partners
at
CorePath Wealth Partners
1 work email found
@corepathwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
V.P. of Client Administration at CorePath Wealth Partners
Location
Scottsdale, Arizona, United States
Company size
Who is Patrick Mueller? Overview
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Quick answer
Patrick Mueller is listed as V.P. of Client Administration at CorePath Wealth Partners at CorePath Wealth Partners, a with 14 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at corepathwealth.com and a matched LinkedIn profile for Patrick Mueller.
Patrick Mueller previously worked as Vice President of Client Administration at Corepath Wealth Partners and Director Of Administration at Corepath Wealth Partners. Patrick Mueller holds Bachelor’S Degree, Justice Studies from Arizona State University College Of Liberal Arts And Sciences.
Company email context
Email format at CorePath Wealth Partners
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{first}.{last}@corepathwealth.com
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AeroLeads found 1 current-domain work email signal for Patrick Mueller. Compare company email patterns before reaching out.
Profile bio
About Patrick Mueller
Hard working & independent thinker.
Current workplace
Patrick Mueller's current company
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Corepath Wealth Partners
6 roles
Patrick Mueller work experience
A career timeline built from the work history available for this profile.
Director Of Administration
Jan 2019 - May 2023
Administrative Assistant
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
May 2016 - Jan 2019
Customer Service Specialist
*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.
Dec 2013 - May 2016
Law Clerk & Office Assistant
*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
Nov 2011 - Mar 2013
File Clerk & Receptionist
*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
May 2004 - Oct 2011
Team & coworkers
Colleagues at CorePath Wealth Partners
Other employees you can reach at corepathwealth.com. View company contacts for 14 employees →
EF
Erick Fernandez
Colleague at Corepath Wealth PartnersScottsdale, Arizona, United States
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HV
Helen Vouniozos
Colleague at Corepath Wealth PartnersScottsdale, Arizona, United States
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JB
Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba
Colleague at Corepath Wealth PartnersUnited States
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Erick Fernandez
Colleague at Corepath Wealth PartnersScottsdale, Arizona, United States
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HV
Helen Vouniozos
Colleague at Corepath Wealth PartnersScottsdale, Arizona, United States
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JB
Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba
Colleague at Corepath Wealth PartnersUnited States
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1 education record
Patrick Mueller education
FAQ
Frequently asked questions about Patrick Mueller
Quick answers generated from the profile data available on this page.
What company does Patrick Mueller work for?
Patrick Mueller works for CorePath Wealth Partners.
What is Patrick Mueller's role at CorePath Wealth Partners?
Patrick Mueller is listed as V.P. of Client Administration at CorePath Wealth Partners at CorePath Wealth Partners.
What is Patrick Mueller's email address?
AeroLeads has found 1 work email signal at @corepathwealth.com for Patrick Mueller at CorePath Wealth Partners.
Where is Patrick Mueller based?
Patrick Mueller is based in Scottsdale, Arizona, United States while working with CorePath Wealth Partners.
What companies has Patrick Mueller worked for?
Patrick Mueller has worked for Corepath Wealth Partners, North Star Resource Group, Massmutual Phoenix, Comitz | Beethe, Pllc, and Mueller & Drury, P.C..
Who are Patrick Mueller's colleagues at CorePath Wealth Partners?
Patrick Mueller's colleagues at CorePath Wealth Partners include Erick Fernandez, Helen Vouniozos, and Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba.
How can I contact Patrick Mueller?
You can use AeroLeads to view verified contact signals for Patrick Mueller at CorePath Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Patrick Mueller attend?
Patrick Mueller holds Bachelor’S Degree, Justice Studies from Arizona State University College Of Liberal Arts And Sciences.
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