Jacob Fullerton

Questioner
DISC Type : c

Manager, Strategic Finance at loanDepot

Phoenix, Arizona, United States

Overview

Jacob Fullerton is a Manager of Strategic Finance at loanDepot, with a background in financial planning and analysis. He holds both a Bachelor of Science and a Certificate from the W. P. Carey School of Business at Arizona State University, demonstrating a strong foundation in finance.

He appears actively engaged in his companys culture and future, publicly sharing enthusiasm for leadership summits and welcoming new members to the team. His professional interests include following insights from Harvard Business Review and Fidelity Investments.

Jacob is focused on the future, expressing excitement for his companys upcoming plans and strategies.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Strategic Finance
His role focuses on strategic finance at loanDepot, and he has a background as a Senior Financial Analyst in FP&A.
Company Culture
He publicly celebrates new team members and their entrepreneurial spirit, highlighting the importance of people in the company's success.
Mortgage Industry Strategy
He shows a keen interest in long-term planning by highlighting his attendance at loanDepot's annual Retail Leadership Summit to discuss future strategy.

Media Appearances

Jacob has no verified media appearances

Work History

9-2025
Manager, Strategic Finance at loanDepot
3-2019 - 9-2025
Senior Financial Analyst, FP&A at loanDepot
6-2018 - 3-2019
Finance & Accounting Intern at Recycle 2 Support

Education

2016 - 2020
Bachelor of Science (B.S.) from W. P. Carey School of Business – Arizona State University
2016 - 2020
Certificate from W. P. Carey School of Business – Arizona State University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Phoenix, Arizona, United States Job Level : Middle Designation : Manager, Strategic Finance at loanDepot
URL has been copied!

Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jacob

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jacob take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jacob

Personality Compatibility


Other loanDepot Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.