Ryan Aulson, CAIA

Examiner
DISC Type : cs

Business Development Officer - Financial Institutions at AssetMark

New York City Metropolitan Area, United States

Overview

Ryan has no verified overview

Personality Overview

Unexpressive

Late Adopter

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

12-2024
Business Development Officer - Financial Institutions at AssetMark
4-2023 - 6-2024
Advisory Solutions Consultant - RIA, Family Office, & Bank Trust at BNY
4-2019 - 4-2023
Senior Investment Consultant - RIA, Family Office & Bank Trust at BNY
11-2015 - 4-2019
Business Development Associate - RIA, Family Office, & Bank Trust at BNY
1-2013 - 11-2015
Senior Regional Consultant at Lord, Abbett & Co. LLC

Education

Bachelor of Science in Business Administration from Towson University

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Business Development Officer - Financial Institutions at AssetMark
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Ryan

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Ryan take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Ryan

Personality Compatibility


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