SPECIALISTS

Patrick R. Fallon

Director, Citrin Cooperman Advisors LLC

Patrick Fallon

Experience

Patrick is a director in Citrin Cooperman’s Digital Services Practice and is based out of the firm’s Carlsbad, CA office. Patrick is a skilled professional with over 15 years of experience in consulting, with more than nine years of consulting experience specifically related to Salesforce.

Patrick has a broad range of experience with clients across multiple industries, including manufacturing, professional services, healthcare, financial services, and higher education. Patrick specializes in implementations of Sales Cloud, Service Cloud, and Field Service with a focus on identifying areas to increase efficiency across his client’s business processes with native Salesforce automation tools. Patrick prides himself on helping to drive successful implementations by collaborating with clients on the best approaches for change management and end-user training.

Prior to Citrin Cooperman, Patrick worked at public accounting and consulting firm as a consulting unit lead for the Salesforce practice.

CREDENTIALS

Education

Bachelor of Science, Rensselaer Polytechnic Institute

Licenses

Patrick has obtained the following certifications:

  • Salesforce Administrator
  • Salesforce Sales Cloud Consultant
  • Salesforce Service Cloud Consultant
  • Salesforce Field Service Consultant
  • Salesforce Platform App Builder
  • Process Automation Accredited Professional
  • Salesforce Business Analyst

Presentations & Publications

Maximize Your Salesforce ROI: 5 Features That Transform Efficiency,“ Citrin Cooperman, July 2024

WORK-LIFE BALANCE

Community Involvement

Patrick is a member of the Parent Teacher Association for his son’s school district and is involved with the Syracuse Salesforce Developers Group.

Outside the Office

Patrick likes to play sports, hike, read, and find new craft breweries when not spending time with his family. Patrick is an avid fan of the New York Mets, New York Giants, and Syracuse men’s basketball team.

Get in touch with Patrick R. Fallon today.

Fill out the form below to get in direct contact with Patrick R. Fallon and start your personalized consultation journey.

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My primary work passion is automating and simplifying the day-to-day work for our client’s end users to enhance their work life and improve their execution, thus improving the success of the business!

Get in touch with Patrick R. Fallon today.

Fill out the form below to get in direct contact with Patrick R. Fallon and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Patrick Fallon
Home Office
icon CARLSBAD SUITE 110: T: (760) 930-6400