Lance Jundy
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Lance Jundy Email & Phone Number

MBA | Financial Analyst | Data Analyst at Mulligan Funding, LLC
Location: Costa Mesa, California, United States 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
MBA | Financial Analyst | Data Analyst
Location
Costa Mesa, California, United States
Company size

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.

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Email format at Mulligan Funding, LLC

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Mulligan Funding, LLC

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Profile bio

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.

Current workplace

Lance Jundy's current company

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Mulligan Funding, LLC
Mulligan Funding, Llc
MBA | Financial Analyst | Data Analyst
san diego, california, united states
Employees
64
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4 roles

Lance Jundy work experience

A career timeline built from the work history available for this profile.

Mba Consultant

San Diego, California, United States

Jun 2024 - Sep 2024

Financial Advisor

Costa Mesa, California, United States

• 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.

Jan 2023 - Sep 2023

Management Trainee

Newport Beach, California, United States

• 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.

Sep 2022 - Dec 2022
Team & coworkers

Colleagues at Mulligan Funding, LLC

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2 education records

Lance Jundy education

FAQ

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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