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Rachel Pullen Email & Phone Number
Director of Operations
at
Resource Benefits Administrators
1 work email found
@jrbt.com
2 phones found area 254
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Operations
Location
Woodway, Texas, United States
Company size
Who is Rachel Pullen? Overview
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Quick answer
Rachel Pullen is listed as Director of Operations at Resource Benefits Administrators, a with 7 employees, based in Woodway, Texas, United States. AeroLeads shows a work email signal at jrbt.com, phone signal with area code 254, and a matched LinkedIn profile for Rachel Pullen.
Rachel Pullen previously worked as Client Services Director at Resource Benefits Administrators and Plan Analyst at Standard Retirement Services. Rachel Pullen holds Bba, Information Systems from Baylor University - Hankamer School Of Business.
Company email context
Email format at Resource Benefits Administrators
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{first}_{last}@jrbt.com
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AeroLeads found 1 current-domain work email signal for Rachel Pullen. Compare company email patterns before reaching out.
Profile bio
About Rachel Pullen
I've worked in the pension field in some way or other for the past 18 years. I'm currently the Client Services Director at Resource Benefits Administrators. I strive to go above and beyond to give our customers the service they deserve.Specialties: Able to multi-task in fast-paced environment; exceptional ability to quickly master and apply new software applications; efficient in Microsoft Word and Excel
Listed skills include Employee Benefits, 401K, Microsoft Excel, Pensions, and 7 others.
Current workplace
Rachel Pullen's current company
Company context helps verify the profile and gives searchers a useful next step.
Resource Benefits Administrators
4 roles
Rachel Pullen work experience
A career timeline built from the work history available for this profile.
Client Services Director
Perform non-discrimination and compliance testing using FT William.Review and file all the 5500s for clientsPrepare year end data requests to plan sponsorsReconcile census data and calculate eligibility; also reconcile discrepancies between client and trustee Manage the workflow for the departmentProcess distributions including loans, in-service withdrawals and hardships
Plan Analyst
Standard Retirement Services
Populated testing templates with prior and current year census data to perform non-discrimination and compliance testingPrepared 5500s for filing with the IRSPrepared year end data requests to plan sponsorsReconcile census data and calculate eligibility; also reconcile discrepancies between client and trustee recordsCalculate and process required minimum distributionsProcess distributions including loans, in-service withdrawals and hardshipsMonitored data requests and compliance testing to ensure all requests were completed in a timely manner
Sep 2003 - Oct 2007
Account Analyst
Invesmart, Inc
Managed over $100 million in retirement plan assets: including mutual fund trades from payroll contributions, distributions, loans, transfers, dividends and feesResearched and corrected issues arising from discrepancies between client and trust recordsCoordinated with other departments to ensure timely and accurate processing
Feb 1999 - Sep 2003
Team & coworkers
Colleagues at Resource Benefits Administrators
Other employees you can reach at resourceadmin.com. View company contacts for 7 employees →
SP
Sonja Pesina
Colleague at Resource Benefits AdministratorsWoodway, Texas, United States
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MS
Melanie Schirmer
Colleague at Resource Benefits AdministratorsWaco, Texas, United States
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CY
Cindy Yarbrough
Colleague at Resource Benefits AdministratorsLongview-Marshall Area, United States
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MP
Michelle Parks Qka, Qpa, Erpa
Colleague at Resource Benefits AdministratorsWaco Area, United States
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Sonja Pesina
Colleague at Resource Benefits AdministratorsWoodway, Texas, United States
View →
MS
Melanie Schirmer
Colleague at Resource Benefits AdministratorsWaco, Texas, United States
View →
CY
Cindy Yarbrough
Colleague at Resource Benefits AdministratorsLongview-Marshall Area, United States
View →
MP
Michelle Parks Qka, Qpa, Erpa
Colleague at Resource Benefits AdministratorsWaco Area, United States
View →
1 education record
Rachel Pullen education
-
Baylor University - Hankamer School Of Business
FAQ
Frequently asked questions about Rachel Pullen
Quick answers generated from the profile data available on this page.
What company does Rachel Pullen work for?
Rachel Pullen works for Resource Benefits Administrators.
What is Rachel Pullen's role at Resource Benefits Administrators?
Rachel Pullen is listed as Director of Operations at Resource Benefits Administrators.
What is Rachel Pullen's email address?
AeroLeads has found 1 work email signal at @jrbt.com for Rachel Pullen at Resource Benefits Administrators.
What is Rachel Pullen's phone number?
AeroLeads has found 2 phone signal(s) with area code 254 for Rachel Pullen at Resource Benefits Administrators.
Where is Rachel Pullen based?
Rachel Pullen is based in Woodway, Texas, United States while working with Resource Benefits Administrators.
What companies has Rachel Pullen worked for?
Rachel Pullen has worked for Resource Benefits Administrators, Standard Retirement Services, and Invesmart, Inc.
Who are Rachel Pullen's colleagues at Resource Benefits Administrators?
Rachel Pullen's colleagues at Resource Benefits Administrators include Sonja Pesina, Melanie Schirmer, Cindy Yarbrough, and Michelle Parks Qka, Qpa, Erpa.
How can I contact Rachel Pullen?
You can use AeroLeads to view verified contact signals for Rachel Pullen at Resource Benefits Administrators, including work email, phone, and LinkedIn data when available.
What schools did Rachel Pullen attend?
Rachel Pullen holds Bba, Information Systems from Baylor University - Hankamer School Of Business.
What skills is Rachel Pullen known for?
Rachel Pullen is listed with skills including Employee Benefits, 401K, Microsoft Excel, Pensions, Microsoft Word, Microsoft Office, Account Reconciliation, and Insurance.
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