Robert Mueller Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Oversee and integrate these departments at the firm: family office services, philanthropy, trust operations, trust administration, and tax preparation. Focus on the following: management and development, strategy, business performance, and operational procedures. - Management and Development: Provide leadership which aligns departmental operations with the firm's legal, investment management, IT, HR, finance, and risk management functions.- Strategy: Develop and implement a unified vision for the team which aligns with the firm's strategy.- Business Performance: Recommend improvements, set goals, and monitor KPIs across departments.- Operational Procedures: Ensure daily activities and strategic objectives are consistently aligned with the firm's values and goals.

Philadelphia, Pennsylvania, United States

In addition to my work at the law firm, I volunteer as Treasurer of ECS Philadelphia, managing a $12 million annual budget. ECS is dedicated to reducing intergenerational poverty in Philadelphia by empowering individuals to achieve economic independence, guided by the core values of Dignity, Justice, Community, and Impact.

Boston, Massachusetts, United States

Hired to build the firm’s Family Office Services practice and oversee the Boston office’s Trust Operations Team. Focused on staff training and development, led the upgrade of departmental accounting software, and transitioned from the role following a scope-change initiated by out-of-state management.

Philadelphia, Pennsylvania

As the firm's first Director of HomeBase, The Family Office @ Cozen O’Connor, I transformed legacy trust bookkeeping and administrative teams into a scalable family office platform. HomeBase was designed to integrate people, expertise, and technology, allowing firm attorneys to better serve ultra-high net worth clients. It organizes client data into actionable information, enabling informed decision-making with their Cozen attorney and streamlined implementation by the team of HomeBase professional staff. Areas of Expertise and Accomplishments:- Established the HomeBase Client Bill Pay team, growing monthly revenue to $30,000 in twelve months.- Reduced Trust Operations headcount from 9 to 4, saving approximately $450,000 annually.- Replaced non-industry custodian, introducing automation while saving $60,000 annually.- Initiated new training programs to improve Trust Administrator retention.- Led the search and conversion to the FIS TrustDesk system.- Led a data warehouse project to retain all legacy trust system records.- Outsourced Forms 1099 production, saving the cost of a full-time tax reporting specialist.- Outsourced client statement production and automated their retention in DMS folders (iManage).

Milwaukee, Wisconsin

I was recruited to hire, manage, and develop the firm’s senior administrative leadership team, overseeing 5 direct reports in finance, IT, legal research, marketing, and family-office/trust administration. I led 185 administrative staff, managed daily operations and budgets, and developed and implemented the firm’s strategic plans and business cases.Areas of Expertise and Accomplishments:- Established a vision and business case to modernize the firm’s Family Office/Trust Administration Department, managing $3.8 billion in client assets.- Enhanced IT service delivery by shifting towards equipment leasing (from purchasing) and initiated the firm's pivot toward cyber-threat prevention.- Led the firm's $12 million, 77,000 sq. ft. headquarters project, completing it on time and on budget, relocating 275 attorneys and staff.- Created the firm’s first Project Management Office.- Upgraded the firm’s Elite practice management software.- Modeled the firm's introduction to AFA's for the fee examiner practice.- Developed an HR program to assess, develop, and retain legal secretaries capable of working effectively with millennial lawyers and their technology.

Concurrent with my responsibilities at the law firm, I volunteered on the Wisconsin Office of Lawyer Regulation’s Committee on Electronic Banking. The Committee modernized trust accounting and fiduciary administrative rules for Wisconsin lawyers. WI OLR is an agency of the Wisconsin Supreme Court.

Milwaukee, Wisconsin

I led the firm’s wealth administration and multi-family office group, overseeing a team of 12 professionals, managing vendor relationships, and integrating into complex client relationships. We served over 350 client families with 1,000 trust accounts and $2 billion in marketable securities.Areas of Expertise and Accomplishments:- Upgraded the Director of Trust Operations position and two staff roles to meet goals.- Leveraged existing technology to create an automated, scalable back-office operation, boosting productivity by 65% over 7 years with only an 8% increase in staff expense.- Drove a 52% increase in assets under administration, growing from $1.3 billion to $2.0 billion in 7 years.- Created the FOLEY Private Family Office brand, adding features like graphical client statements, online access, a flexible investment manager platform, standardized performance reporting, institutional-class mutual funds, electronic equity trading, ACH client distributions, etc.

Nashville, Tennessee

- Expanded the Company's business foot-print within an assigned sales territory.

Charlotte, North Carolina

- Maintained a sales territory and met quota expectations.- Qualified for “SunGard Presidents Club” multiple times.- Guided perspective clients through core-services evaluations (investments, operations, reporting, etc.).- Acquire new clients by understanding their business needs and developing integrated solutions to address those needs.

Milwaukee, Wisconsin

- Provided accounting solutions to banks, trust companies and multi-family offices. - Maintained a sales pipeline, met quota expectations and successfully renewed client accounts.