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Patrick Fallon, P.E. Email & Phone Number

Director - Salesforce Practice at Citrin Cooperman
Location: Syracuse, New York, United States 10 work roles 1 school
1 work email found @crowehorwath.com 3 phones found area 518 and 315 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email p****@crowehorwath.com
Direct phone (518) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director - Salesforce Practice
Location
Syracuse, New York, United States

Who is Patrick Fallon, P.E.? Overview

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Quick answer

Patrick Fallon, P.E. is listed as Director - Salesforce Practice at Citrin Cooperman, based in Syracuse, New York, United States. AeroLeads shows a work email signal at crowehorwath.com, phone signal with area code 518, 315, and a matched LinkedIn profile for Patrick Fallon, P.E..

Patrick Fallon, P.E. previously worked as Director, Digital Services Advisory - Salesforce Practice at Citrin Cooperman and Manager, Salesforce Digital Services at Citrin Cooperman. Patrick Fallon, P.E. holds B.S., Civil Engineering from Rensselaer Polytechnic Institute.

Company email context

Email format at Citrin Cooperman

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*@crowehorwath.com
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AeroLeads found 1 current-domain work email signal for Patrick Fallon, P.E.. Compare company email patterns before reaching out.

Profile bio

About Patrick Fallon, P.E.

Motivated and perpetually learning professional with 16+ years of experience in complex problem solving and critical thinking positions. 7 years of experience specific to the Salesforce ecosystem with experience across multiple industries including Education, Oil and Gas, and Insurance. Passion for automation and logic within Salesforce including Flows, Process Builders, and Workflow Rules. Excellent communications skills and team player that loves mentoring.Certifications:• Salesforce Administrator • Business Analyst• Platform App Builder• Service Cloud Consultant • Sales Cloud Consultant• Process Automation Accredited Professional• Field Service Lightning ConsultantPlatform experience includes:• Multi-Level Approvals • Formula Fields • Email Alerts • Custom Metadata • Custom Labels• Sharing Rules• Gmail Integration• Outlook Integration • Validation Rules• Custom Objects• Workflow Rules • Dynamic Forms• Page Layouts• App Exchange • Lightning Pages• Quick Actions• Permission Sets • Flow• Process Builder• Troubleshooting

Listed skills include Structural Engineering, Civil Engineering, Autocad, Construction Management, and 5 others.

Current workplace

Patrick Fallon, P.E.'s current company

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Citrin Cooperman
Citrin Cooperman
Director - Salesforce Practice
AeroLeads page
10 roles

Patrick Fallon, P.E. work experience

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

Director, Digital Services Advisory - Salesforce Practice

Current

New York, Us

Oct 2024 - Present

Manager, Salesforce Digital Services

Current

New York, Us

Jun 2023 - Present

Salesforce Delivery Lead

Carlsbad, California, Us

FMT was acquired by Citrin Cooperman.

Aug 2022 - Jun 2023

Consulting Unit Lead, Salesforce

Chicago, Illinois, Us

• Built Flex Innovation Team and Led team in supporting traditional Managed Services, Blocks of Time, T&E and small business engagements• Monitored practice metrics including utilization rates, billable hour goals, and client retention• Used one on ones and open office hours to mentor team members technically in best practices for SF, general design, and career development.• Managed client relationships from Small Business to Enterprise, including technical guidance and roadmapping • Supported business development including proposal generation• Refined support process which reduced escalations by 25% over 12 month period• Reviewed solution designs and provided guidance in more complex areas such as unique security challenges and complex automation. • Acted as executive sponsor on multiple engagements handling any escalations from client and ensuring overall client satisfaction

Oct 2021 - Aug 2022

Senior Salesforce Consultant

Syracuse, Ny, Us

• Led discoveries with multiple stakeholders for requirements gathering, completed and presented solution designs to client and responsible for deployment cycle of all engagements being led, including during post-deployment support• Successfully led Sales Cloud, Service Cloud and Field Service Lightning engagements from discovery to deployment, up to $500k engagement value, while keeping projects on or below budget and delivered on time. • Maintained minimum profit margin of 37%• Implemented highly automated Field Service Lightning build with over 60 autolaunched flows • Consulted on strategic and operational improvements for business processes within Salesforce guiding clients on rethinking process to improve workflow and efficiency amongst teams. E.G. in lieu of handing off printed copies of credit scores and manually approving, suggested new process to integrate credit institution to salesforce and create automation based on results pulled for credit approval. • Provided mentorship and training on Flow and ETL tool Scribe to help develop internal salesforce configuration skillsets using one on ones, open office hours and lunch and learns• Led data migration efforts for engagements deprecating legacy systems with approximately 200,000 records while leading the data cleansing effort.• Designed more complex security model utilizing manual sharing via flow based a child record being assigned to a parent record, but with no user lookup on the child record. • Worked with internal team to design flow best practices5• Completed strategic road mapping with clients to understand client direction, driving both better designs and increasing client business

Aug 2019 - Oct 2021

Salesforce Consultant

Syracuse, Ny, Us

• Helped drive discoveries and developed user stories and acceptance criteria. Solutioned work and passed off to analysts and supported them in configuration while simultaneously configuring more complicated pieces of design.• Experience with DevOps and best practices • Designed and refined custom case management model native to SF to increase efficiencies on support engagements• Helped to improve clients CoE process by establishing triannual release review practices to ensure stable production environments for every Salesforce release• Ran weekly client meetings and provided demos/led calls when applicable to current build• Designed solution to integrate ERP using ETL tool and implemented design• Experience with solution design using ETL tools and multiple third-party vendor apps. (Form Assembly, Tibco Cloud (Formerly Scribe), Conga, S-docs, Webmerge/Formstack)• Utilize third-party tools to improve action completion time, including chrome extensions and other tools such as BOFC, DLRS, and Elements• Experience in change management including trainings for end users and admins on general salesforce navigation and user specific to business process, completion of org documentation and video documentation for client use• Experience with designing basic security models for Salesforce instances to ensure HR data points were visible only to appropriate individuals, using private sharing model and sharing rules.

Sep 2018 - Aug 2019

Program Manager/Salesforce Analyst

Syracuse, Ny, Us

SF Analyst• Supported lead consultants in execution of solution design by reviewing solutions and identifying potential gaps.• Administrated internal org• Implemented two project management tools internally, including customization of both applications.• Maintained multiple salesforce instancesProgram Manager• Developed skeleton framework for PM Process, improving project performance by 18%• Supported office management, including purchase of laptops, office setup, groceries• Identified areas for internal process improvement, including onboarding, project management, and proposal generation• Developed process to streamline developer requests for projects that increased developer efficiency and decreased issues

Sep 2017 - Sep 2018

Engineer 2

Copenhagen, Denmark, Dk

Sep 2014 - Aug 2017

Graduate Structural Engineer

Klepper Hahn And Hyatt

I am an E.I.T. and work under a Professional Engineer to accomplish projects that range from reinforcing existing buildings to design of additions and new buildings.

Jul 2008 - Nov 2012
1 education record

Patrick Fallon, P.E. education

  • Rensselaer Polytechnic Institute
    Rensselaer Polytechnic Institute
    Civil Engineering
FAQ

Frequently asked questions about Patrick Fallon, P.E.

Quick answers generated from the profile data available on this page.

What company does Patrick Fallon, P.E. work for?

Patrick Fallon, P.E. works for Citrin Cooperman.

What is Patrick Fallon, P.E.'s role at Citrin Cooperman?

Patrick Fallon, P.E. is listed as Director - Salesforce Practice at Citrin Cooperman.

What is Patrick Fallon, P.E.'s email address?

AeroLeads has found 1 work email signal at @crowehorwath.com for Patrick Fallon, P.E. at Citrin Cooperman.

What is Patrick Fallon, P.E.'s phone number?

AeroLeads has found 3 phone signal(s) with area code 518, 315 for Patrick Fallon, P.E. at Citrin Cooperman.

Where is Patrick Fallon, P.E. based?

Patrick Fallon, P.E. is based in Syracuse, New York, United States while working with Citrin Cooperman.

What companies has Patrick Fallon, P.E. worked for?

Patrick Fallon, P.E. has worked for Citrin Cooperman, Fmt Consultants, Crowe, Sparkorange, and O'Brien & Gere.

How can I contact Patrick Fallon, P.E.?

You can use AeroLeads to view verified contact signals for Patrick Fallon, P.E. at Citrin Cooperman, including work email, phone, and LinkedIn data when available.

What schools did Patrick Fallon, P.E. attend?

Patrick Fallon, P.E. holds B.S., Civil Engineering from Rensselaer Polytechnic Institute.

What skills is Patrick Fallon, P.E. known for?

Patrick Fallon, P.E. is listed with skills including Structural Engineering, Civil Engineering, Autocad, Construction Management, Concrete, Revit, Structural Analysis, and Microsoft Office.

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