Josh Bullis, Crpc®
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Josh Bullis, Crpc® Email & Phone Number

Sr. Employee and Participant Meeting Educator at T. Rowe Price
Location: Tampa, Florida, United States 5 work roles 2 schools
1 work email found @troweprice.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email j****@troweprice.com
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Current company
T. Rowe Price
Role
Sr. Employee and Participant Meeting Educator
Location
Tampa, Florida, United States
Company size
8698 employees

Who is Josh Bullis, Crpc®? Overview

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Quick answer

Josh Bullis, Crpc® is listed as Sr. Employee and Participant Meeting Educator at T. Rowe Price, a with 8698 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at troweprice.com and a matched LinkedIn profile for Josh Bullis, Crpc®.

Josh Bullis, Crpc® previously worked as Sr. Employee/Participant Meeting Educator at T. Rowe Price and Senior Rep; Specialist, Retail Investment Services at T. Rowe Price. Josh Bullis, Crpc® holds Master Of Science, Agribusiness Management (Mab), Applied Economics from University Of Florida.

Company email context

Email format at T. Rowe Price

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*@troweprice.com
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AeroLeads found 1 current-domain work email signal for Josh Bullis, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Josh Bullis, Crpc®

Currently carry: Series 7, 66, CRPC®13 years of Retirement Industry Experience, including: Traveling to Present to Plan Participants, Financial Management and Strategies, Mutual Fund Guidance, Employer Sponsored 401ks, IRAs, Non-Fiduciary Accounts, 529s, ESAs, Taxable products (Individual, Joint, Trust, Corporate). Associate Development & Training

Listed skills include Series 7, Series 6, Series 63, Managerial Finance, and 14 others.

Current workplace

Josh Bullis, Crpc®'s current company

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T. Rowe Price
T. Rowe Price
Sr. Employee and Participant Meeting Educator
Tampa, FL, US
Website
troweprice.com
Employees
8698
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Company profile
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5 roles

Josh Bullis, Crpc® work experience

A career timeline built from the work history available for this profile.

Sr. Employee And Participant Meeting Educator

T. Rowe Price

Tampa, Fl, Us

Sr. Employee/Participant Meeting Educator

T. Rowe Price

Tampa/St. Petersburg, Florida Area

Educate Plan Participants about Retirement and utilizing their employer sponsored plan. Travel Domestically, to lead presentations, work shops, benefit fairs, webinars, one on ones, and train benefit reps on site.Provide face to face guidance on various topics such as:mutual fund investing, savings goals, retirement challenges, plan benefits, online tools, market conditions, and alternative retirement strategies.Lead and contribute to internal team initiatives that drive new presentation/workshop content, increase meeting attendance, and offer new back-end features to drive participation and impact.Maintained previous position responsibilities at the same time, until July, 2012.

Senior Rep; Specialist, Retail Investment Services

T. Rowe Price

Tampa/St. Petersburg, Florida Area

Coach & Develop Retail Investment Associate Team MembersAssist customers in account maintenance in 529, ESA, UGMA/UTMA, IRA, Joint/Ind Taxable accounts. Back up High Value Client group as a Senior Service RepresentativeDeliver 1x1's, Errors, Year End ReviewsFacilitate Department InitiativesManage FINRA schedule for associates licensingAssist with Client Escalations

Nov 2009 - Jul 2012

Participant Service Center, Specialist

T. Rowe Price

Tampa/St. Petersburg, Florida Area

Provide distribution options in the event plan participants leave the company, specific to the client's needs. Assist and educate plan participant's investment allocation by finding motivating factors, decision influences and provide an investment strategy to their goals. Complete enrollment for plan participants; giving them their first impression of our customer service by highlighting the features and benefits of their retirement plan to increase participation. Assist those who are no longer with the company but still participating in the plan with 401(k) maintenance, investment changes and plan communications/updates.

Dec 2010 - Jun 2011

Participent Service Center Rep.

T Rowe Price

In Plan representative assisting clients in account maintenance for 401k, 403b, 457's

Nov 2009 - Dec 2010
Team & coworkers

Colleagues at T. Rowe Price

Other employees you can reach at troweprice.com. View company contacts for 8698 employees →

AW Andrea Wilson Andrea Wilson Colleague at T. Rowe PriceBaltimore, Maryland, United States View → EN Emily Neubauer Emily Neubauer Colleague at T. Rowe PriceCockeysville, Maryland, United States View → 安 安田理紗 安田理紗 Colleague at T. Rowe PriceGreater Tokyo Area, Japan View → SK Samuel Kurtz Samuel Kurtz Colleague at T. Rowe PriceColorado Springs, Colorado, United States View → RP Robert Peng, Cipm Robert Peng, Cipm Colleague at T. Rowe PriceEllicott City, Maryland, United States View → SG Sierra Garrison Sierra Garrison Colleague at T. Rowe PriceOwings Mills, Maryland, United States View → AW Andrew Wick, Cfa Andrew Wick, Cfa Colleague at T. Rowe PriceColorado Springs, Colorado, United States View → NQ Nolan Quinn Nolan Quinn Colleague at T. Rowe PricePhiladelphia, Pennsylvania, United States View → KB Kelsey Burns Kelsey Burns Colleague at T. Rowe PriceElkridge, Maryland, United States View → ML Michael Lynch Michael Lynch Colleague at T. Rowe PricePotomac, Maryland, United States View →
2 education records

Josh Bullis, Crpc® education

Master Of Science, Agribusiness Management (Mab), Applied Economics

University Of Florida

Activities and Societies: Sigma Alpha Epsilon

Bachelor Of Science, Food & Resource Econ.

University Of Florida

Activities and Societies: SIgma Alpha EpsilonSTATA), Commodity Futures Trading Program, Financial Accounting, Strategic Management.

FAQ

Frequently asked questions about Josh Bullis, Crpc®

Quick answers generated from the profile data available on this page.

What company does Josh Bullis, Crpc® work for?

Josh Bullis, Crpc® works for T. Rowe Price.

What is Josh Bullis, Crpc®'s role at T. Rowe Price?

Josh Bullis, Crpc® is listed as Sr. Employee and Participant Meeting Educator at T. Rowe Price.

What is Josh Bullis, Crpc®'s email address?

AeroLeads has found 1 work email signal at @troweprice.com for Josh Bullis, Crpc® at T. Rowe Price.

Where is Josh Bullis, Crpc® based?

Josh Bullis, Crpc® is based in Tampa, Florida, United States while working with T. Rowe Price.

What companies has Josh Bullis, Crpc® worked for?

Josh Bullis, Crpc® has worked for T. Rowe Price and T Rowe Price.

Who are Josh Bullis, Crpc®'s colleagues at T. Rowe Price?

Josh Bullis, Crpc®'s colleagues at T. Rowe Price include Andrea Wilson, Emily Neubauer, 安田理紗, Samuel Kurtz, and Robert Peng, Cipm.

How can I contact Josh Bullis, Crpc®?

You can use AeroLeads to view verified contact signals for Josh Bullis, Crpc® at T. Rowe Price, including work email, phone, and LinkedIn data when available.

What schools did Josh Bullis, Crpc® attend?

Josh Bullis, Crpc® holds Master Of Science, Agribusiness Management (Mab), Applied Economics from University Of Florida.

What skills is Josh Bullis, Crpc® known for?

Josh Bullis, Crpc® is listed with skills including Series 7, Series 6, Series 63, Managerial Finance, Iras, Retirement Planning, Investments, and Asset Allocation.

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