Jeffery Allen

Examiner
DISC Type : cs

Managing Director at Protiviti

Dallas-Fort Worth Metroplex, United States

Overview

Jeffery is a Managing Director at Protiviti with over 20 years of experience advising financial services clients on risk, fraud, and regulatory compliance. He specializes in banking, capital markets, and financial technology, helping industry leaders navigate complex regulatory changes. He holds a BBA from Texas Tech University.

He recently appeared as a guest on "The AML Training Academy" podcast, sharing his expertise on navigating new FinCEN regulations.

Personality Overview

Unexpressive

Overcautious

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Topics They Care About

Financial Crime Compliance
He is a subject matter expert, recently speaking on a podcast about new FinCEN regulations on beneficial ownership and Anti-Money Laundering (AML).
Enterprise Risk Management
He actively promotes Protiviti's annual Top Risks Survey, which focuses on identifying and managing significant business risks like cyber threats and technology disruption.
AI in Banking
Shares content on the challenges and governance required for AI adoption in the highly regulated banking sector, including the concept of "AI fatigue. "

Media Appearances

Protiviti Promotes 21 Leaders to Managing Director Positions. Featured in PR Newswire

See Now

Work History

Managing Director at Protiviti
Director at PwC
Vice President at Bank of America
8-2001
Leadership Development Program at JPMorgan Chase & Co.

Education

BBA from Texas Tech University - Rawls College of Business

More Information

Social Presence :

Prographics :

Exp : 24 Location : Dallas-Fort Worth Metroplex, United States Job Level : Mid-senior Designation : Managing Director at Protiviti
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Insights For Selling To Jeffery

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffery is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jeffery

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jeffery move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jeffery take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jeffery

Personality Compatibility


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