Jeff Pullen

Inquirer
DISC Type : cd

Director Fund Administration & Accounting at T. Rowe Price

Washington DC-Baltimore Area, United States

Overview

Jeff Pullen is a Director of Fund Administration and Accounting at T. Rowe Price, where he has built a 33-year career. He spearheads the development of Generative AI applications to optimize operations and leads the valuation area in supporting global product launches, including ETFs and Hedge Funds. He holds a BS from Towson University.



Jeff has been with T. Rowe Price for 33 years, demonstrating significant loyalty and deep institutional knowledge.

Personality Overview

Demanding

Upfront

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Generative AI in Finance
He is leading the development and implementation of Generative Artificial Intelligence (GAI) applications to streamline operational processes within his division at T. Rowe Price.
Investment Valuation
His career includes multiple senior roles overseeing global valuation processes for tens of thousands of securities, and he holds a director title in Securities Valuation.
Global Product Launches
His role involves leading the valuation area to support the launch of complex global financial products such as ETFs, RAIFs, and Hedge Funds.

Media Appearances

Jeff has no verified media appearances

Work History

1-2025
Director Fund Administration & Accounting at T. Rowe Price
1-2022 - 4-2025
Director, Fund Administration at T. Rowe Price
3-2015 - 4-2022
Sr. Manager, Investment Operations - Security & Trade Services at T. Rowe Price
2005 - 4-2022
Vice President; Pricing at T. Rowe Price
2002 - 2005
Manager; Converged Accounting at T. Rowe Price

Education

1987 - 1992
BS from Towson University
Education details unavailable from Surrattsville High School

More Information

Social Presence :

Prographics :

Exp : 34 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Director Fund Administration & Accounting at T. Rowe Price
URL has been copied!

Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jeff

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • Their decision making speed is somewhere in the middle.
  • Can Jeff take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jeff

Personality Compatibility


Other T. Rowe Price 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.