Lance Jundy Email & Phone Number
Who is Lance Jundy? Overview
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Lance Jundy is listed as MBA | Financial Analyst | Data Analyst at Mulligan Funding, LLC, a with 64 employees, based in Costa Mesa, California, United States. AeroLeads shows a matched LinkedIn profile for Lance Jundy.
Lance Jundy previously worked as Credit Analyst at Mulligan Funding, Llc and MBA Consultant at Sony Electronics. Lance Jundy holds Master Of Business Administration - Mba, Business Administration from Point Loma Nazarene University.
Email format at Mulligan Funding, LLC
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About Lance Jundy
I am a dedicated business professional with a robust academic background and diverse experience across finance, management, and data analytics. I hold an MBA from Point Loma Nazarene University and a BBA from Vanguard University of Southern California, both with a GPA of 3.7.Currently, I am gaining valuable field experience as an MBA Consultant with Sony Electronics, working on data analytics projects to drive business insights. My previous roles have equipped me with a comprehensive skill set:At Northwestern Mutual, as a Financial Advisor Intern, I collaborated with senior advisors to develop detailed financial plans, resulting in new client acquisitions and enhanced client retention through effective risk assessments and strategic planning.At Enterprise Holdings, I served as a Management Trainee Intern, where I improved workflow efficiency, built strong client relationships, and made critical decisions under pressure to solve complex challenges.I am proficient in advanced data analysis tools like Microsoft Excel and Tableau. My expertise includes calculating Weighted Average Cost of Capital (WACC), optimizing product quantities, and creating impactful data visualizations to inform business decisions.Passionate about continuous learning and professional growth, I aim to leverage my skills and experiences to contribute meaningfully to the business and financial sectors.
Lance Jundy's current company
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Lance Jundy work experience
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Mba Consultant
Financial Advisor
• Worked with senior advisors to create a comprehensive financial plan for clients, addressing investment strategies, retirement goals, and risk management, resulting in 8 new clients. • Cultivated and maintained strong client relationships, resulting in a higher retention rate, and an increase in referrals.• Conducted thorough risk assessments for clients, identifying potential financial vulnerabilities and implementing proactive strategies that reduced portfolio risk.
Management Trainee
• Collaborated with team members to improve workflow processes, resulting in an increase in efficiency. • Built and maintained strong relationships with clients, ensuring their needs were met and exceeded. • Made critical decisions under pressure, resulting in timely and effective solutions to complex challenges.
Colleagues at Mulligan Funding, LLC
Other employees you can reach at mulliganfunding.com. View company contacts for 64 employees →
Andrew Bovich
Colleague at Mulligan Funding, LlcSan Diego, California, United States
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Jenna Schreiber
Colleague at Mulligan Funding, LlcSan Diego, California, United States
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Kimberly Rodriguez
Colleague at Mulligan Funding, LlcChula Vista, California, United States
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Hanni Yong, Cfa, Frm
Colleague at Mulligan Funding, LlcIrvine, California, United States
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Annette M.
Colleague at Mulligan Funding, LlcUnited States
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Zach Swenson
Colleague at Mulligan Funding, LlcSouth Jordan, Utah, United States
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Ilan Izakov, M.S.
Colleague at Mulligan Funding, LlcSan Diego, California, United States
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Abel Cruz
Colleague at Mulligan Funding, LlcSan Diego County, California, United States
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Liz Vindiola-Estrada
Colleague at Mulligan Funding, LlcSan Diego Metropolitan Area, United States
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Dorit C.
Colleague at Mulligan Funding, LlcUnited States
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Lance Jundy education
Master Of Business Administration - Mba, Business Administration
Education record
Frequently asked questions about Lance Jundy
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What company does Lance Jundy work for?
Lance Jundy works for Mulligan Funding, LLC.
What is Lance Jundy's role at Mulligan Funding, LLC?
Lance Jundy is listed as MBA | Financial Analyst | Data Analyst at Mulligan Funding, LLC.
Where is Lance Jundy based?
Lance Jundy is based in Costa Mesa, California, United States while working with Mulligan Funding, LLC.
What companies has Lance Jundy worked for?
Lance Jundy has worked for Mulligan Funding, Llc, Sony Electronics, Northwestern Mutual, and Enterprise.
Who are Lance Jundy's colleagues at Mulligan Funding, LLC?
Lance Jundy's colleagues at Mulligan Funding, LLC include Andrew Bovich, Jenna Schreiber, Kimberly Rodriguez, Hanni Yong, Cfa, Frm, and Annette M..
How can I contact Lance Jundy?
You can use AeroLeads to view verified contact signals for Lance Jundy at Mulligan Funding, LLC, including work email, phone, and LinkedIn data when available.
What schools did Lance Jundy attend?
Lance Jundy holds Master Of Business Administration - Mba, Business Administration from Point Loma Nazarene University.
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