Ryan Harris

Questioner
DISC Type : c

Wealth Management Rotational Analyst at Morgan Stanley

New York, New York, United States

Overview

Ryan has no verified overview

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

7-2023
Wealth Management Rotational Analyst at Morgan Stanley
6-2022 - 8-2022
Summer Analyst at Morgan Stanley
6-2021 - 4-2022
Research Intern at RockFence Capital
6-2021 - 8-2021
Finance & Accounting Intern at Vermont Lake Monsters
7-2016 - 8-2019
Customer Service at Mikes Seafood

Education

2019 - 2023
Bachelors from Vassar College
2015 - 2019
High School Diploma from The Pennington School

More Information

Social Presence :

Prographics :

Exp : 5 Location : New York, New York, United States Job Level : N/A Designation : Wealth Management Rotational Analyst at Morgan Stanley

Interested in

Sports

Baseball, Hockey

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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ryan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ryan take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Ryan

Personality Compatibility


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