Senior Client Success Executive
Current
Apr 2024 - Present
AeroLeads people directory · profile
Patrick Foran Email & Phone Number
Senior Client Success Executive at Mulligan Funding, LLC
at
Mulligan Funding, LLC
2 work emails found
@mulliganfunding.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Client Success Executive at Mulligan Funding, LLC
Location
San Diego, California, United States
Company size
Who is Patrick Foran? Overview
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Quick answer
Patrick Foran is listed as Senior Client Success Executive at Mulligan Funding, LLC at Mulligan Funding, LLC, a company with 64 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at mulliganfunding.com and a matched LinkedIn profile for Patrick Foran.
Patrick Foran previously worked as Senior Client Success Executive at Mulligan Funding, Llc and Client Success Executive at Mulligan Funding, Llc. Patrick Foran holds Bachelor’S Degree Double Major, Statistics And Data Science (B.S.) And Philosophy : Ethics And Public Policy (B.A.) from University Of California, Santa Barbara.
Company email context
Email format at Mulligan Funding, LLC
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{first_initial}{last}@mulliganfunding.com
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AeroLeads found 2 current-domain work email signals for Patrick Foran. Compare company email patterns before reaching out.
Profile bio
About Patrick Foran
Financial Services professional leveraging an analytical, customer focused approach to succeed. Three years' experience with strong technical, quantitative and qualitative skills, and a proven ability to execute with urgency and perseverance.
Listed skills include Marketing, Teamwork, Mathematics, Customer Service, and 22 others.
Current workplace
Patrick Foran's current company
Company context helps verify the profile and gives searchers a useful next step.
Mulligan Funding, Llc
8 roles
Patrick Foran work experience
A career timeline built from the work history available for this profile.
Client Success Executive
-Renew existing clients by running all the way through the sale cycle.-Develop relationships with Independent Sales Organizations (ISOs).-Successfully negotiate terms with both direct clients and ISO Partners.-Consistently exceed monthly and quarterly sales goals.-Effectively engage and communicate with client-related issues in real time.
Oct 2021 - Apr 2024
Credit Analyst
-Qualify leads by calling prospective customers and asking probing questions to understand their unique business challenges and goals.-Prioritize leads by compiling inbound intel, public records and internet searches to analyze risk and build out customer profiles in Salesforce, focusing on data integrity.-Partner with Sales to develop competitive deals.
Aug 2019 - Oct 2021
Loan Processor
-Prequalified leads to ensure they met the criteria before escalating to the Associate Credit Analyst team.-Analyzed and verified financial statements, credit reports, and business information to prepare loan applications for underwriting submittal.
Nov 2018 - Aug 2019
Data Team Intern
-Used RStudio, Tableau and Excel to perform data quality analysis, metadata creation, data entry and data transformation/cleaning.-Documented important ecological and social data from research projects. Audited data for discrepancies and adjusted/formatted for the Data Analyst team. -Developed collaborative working relationships with Leadership and.
Oct 2017 - Sep 2018
Ucsb Club Treasurer / Co-Founder
-Managed funds and people to facilitate the organization’s growth. Refined my leadership and accounting skills.
Jan 2017 - Sep 2018
Student Caller - Sales
-Cold called alumni and parents to solicit donations for student resources and scholarships.-Developed individual sales pitch and script with support from Sales Management. Received training to overcome objections. -Leveraged communication skills to convey a powerful message and influence donors to support UCSB.
Jul 2016 - Sep 2016
Front Desk Agent
-Client facing role, checked in guests and resolved customer issues over the phone and in person.
Jun 2015 - Nov 2015
Team & coworkers
Colleagues at Mulligan Funding, LLC
Other employees you can reach at mulliganfunding.com. View company contacts for 64 employees →
RL
Ryan Lopez
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
MZ
Miss Zoya And Sami Abbasi
Colleague at Mulligan Funding, LlcMeerut, Uttar Pradesh, India, India
View →
JH
Justin Harris
Colleague at Mulligan Funding, LlcEl Cajon, California, United States, United States
View →
KO
Kirsten Ohrazda
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
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PB
Priyank Bathula
Colleague at Mulligan Funding, LlcBeaverton, Oregon, United States, United States
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JB
Josh Barcus
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
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CB
Caitlin Britt
Colleague at Mulligan Funding, LlcAtlanta Metropolitan Area, United States
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AP
Alejandro Pimentel
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
SP
Stephanie Pace
Colleague at Mulligan Funding, LlcSan Diego County, California, United States, United States
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ZB
Zachary Bump
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
Ryan Lopez
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
MZ
Miss Zoya And Sami Abbasi
Colleague at Mulligan Funding, LlcMeerut, Uttar Pradesh, India, India
View →
JH
Justin Harris
Colleague at Mulligan Funding, LlcEl Cajon, California, United States, United States
View →
KO
Kirsten Ohrazda
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
PB
Priyank Bathula
Colleague at Mulligan Funding, LlcBeaverton, Oregon, United States, United States
View →
JB
Josh Barcus
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
CB
Caitlin Britt
Colleague at Mulligan Funding, LlcAtlanta Metropolitan Area, United States
View →
AP
Alejandro Pimentel
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
SP
Stephanie Pace
Colleague at Mulligan Funding, LlcSan Diego County, California, United States, United States
View →
ZB
Zachary Bump
Colleague at Mulligan Funding, LlcSan Diego, California, United States, United States
View →
1 education record
Patrick Foran education
FAQ
Frequently asked questions about Patrick Foran
Quick answers generated from the profile data available on this page.
What company does Patrick Foran work for?
Patrick Foran works for Mulligan Funding, LLC.
What is Patrick Foran's role at Mulligan Funding, LLC?
Patrick Foran is listed as Senior Client Success Executive at Mulligan Funding, LLC at Mulligan Funding, LLC.
What is Patrick Foran's email address?
AeroLeads has found 2 work email signals at @mulliganfunding.com for Patrick Foran at Mulligan Funding, LLC.
Where is Patrick Foran based?
Patrick Foran is based in San Diego, California, United States while working with Mulligan Funding, LLC.
What companies has Patrick Foran worked for?
Patrick Foran has worked for Mulligan Funding, Llc, National Center For Ecological Analysis And Synthesis (Nceas), Citizens' Climate Lobby, Ucsb Annual Fund, and The Ritz-Carlton Hotel Company, L.L.C..
Who are Patrick Foran's colleagues at Mulligan Funding, LLC?
Patrick Foran's colleagues at Mulligan Funding, LLC include Ryan Lopez, Miss Zoya And Sami Abbasi, Justin Harris, Kirsten Ohrazda, and Priyank Bathula.
How can I contact Patrick Foran?
You can use AeroLeads to view verified contact signals for Patrick Foran at Mulligan Funding, LLC, including work email, phone, and LinkedIn data when available.
What schools did Patrick Foran attend?
Patrick Foran holds Bachelor’S Degree Double Major, Statistics And Data Science (B.S.) And Philosophy : Ethics And Public Policy (B.A.) from University Of California, Santa Barbara.
What skills is Patrick Foran known for?
Patrick Foran is listed with skills including Marketing, Teamwork, Mathematics, Customer Service, Leadership, Public Speaking, Microsoft Excel, and Analytic Problem Solving.
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