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Patrick Mundlin

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Patrick Mundlin

Market Vice President | 49 Financial

Southlake, Texas, United States

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Patrick Mundlin

Summary

Patrick Mundlin is a dedicated financial advisor with a passion for empowering business owners and high-net-worth families through holistic financial planning. With a solid background in finance and wealth management, he has built a reputation for delivering client-centric strategies that alleviate financial stress. Growing up in Texas as the son of an entrepreneur, Patrick embodies the spirit of self-starting and relationship-building, which he integrates into his professional life. His experience spans various roles in the financial sector, showcasing a commitment to client education and financial freedom. Outside of work, he enjoys outdoor activities such as hunting, fishing, and golfing, reflecting his appreciation for nature and quality time with loved ones. Patrick's journey is fueled by a desire to make a lasting impact in his clients' lives, helping them navigate their financial journeys with confidence.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Patrick Mundlin

Work Experience

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Market Vice President at

49 Financial

October 2023 - Present

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Market Vice President at

49 Financial

October 2019 - October 2023

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Associate Partner at

49 Financial At Axa Advisors

January 2019 - October 2019

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Senior Associate at

49 Financial At Axa Advisors

March 2017 - December 2018

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Associate at

49 Financial At Axa Advisors

June 2016 - February 2017

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TAMU Campus Manager at

Texas Custom Apparel, LLC

November 2014 - May 2016

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Finance Intern at

PwC

June 2015 - July 2015

💼

Ranch Hand at

Harbor M

May 2014 - June 2014

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Bank Teller at

Providence Bank of Texas

May 2013 - September 2013

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Bank Teller at

BMO

April 2012 - August 2012

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Patrick Mundlin

Education

Texas A&M University, Bachelor Of Business Administration (Bba)

January 2012 - January 2016

Southlake Carroll High School, High School Dipoloma

January 2008 - January 2012

Frequently Asked Questions about Patrick Mundlin

What is Patrick Mundlin email address?

Patrick Mundlin's primary email address is ***************@49financialgroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Patrick Mundlin work for?

Patrick Mundlin is a Market Vice President at 49 Financial, a company specializing in Functions related to depository banking.

Where Patrick Mundlin graduated from?

Patrick Mundlin holds a degree in Finance from Texas A&M University.

How can I directly contact Patrick Mundlin?

To contact Patrick Mundlin directly, you can use the email address ***************@49financialgroup.com. Complete contact information is available upon registration with Muraena.

Who is Patrick Mundlin?

Patrick Mundlin is a dedicated financial advisor with a passion for empowering business owners and high-net-worth families through holistic financial planning. With a solid background in finance and wealth management, he has built a reputation for delivering client-centric strategies that alleviate financial stress. Growing up in Texas as the son of an entrepreneur, Patrick embodies the spirit of self-starting and relationship-building, which he integrates into his professional life. His experience spans various roles in the financial sector, showcasing a commitment to client education and financial freedom. Outside of work, he enjoys outdoor activities such as hunting, fishing, and golfing, reflecting his appreciation for nature and quality time with loved ones. Patrick's journey is fueled by a desire to make a lasting impact in his clients' lives, helping them navigate their financial journeys with confidence.

Patrick`s contact details

mail

***************@49financialgroup.com

***************@49financial.com

Colleagues

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Greg Rosner

Market Vice President

Stephen Rao

Vice President

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Ted Grant

Market Vice President

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Aif Kristian Mtetwa

Special Counsel

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Nick Bishop

Associate Vice President

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Josh Henson

Market Vice President - Houston

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Anne York

SVP of People Strategy & Operations

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Katie Wussow

Vice President of People and Engagement

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Dean Dillenberg

Market Vice President - Los Angeles

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Brandon Lanz

Vice President

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