Ryan Lee

Evaluator
DISC Type : dcs

Senior Vice President - Commercial Banking at UMB Bank

Boulder, Colorado, United States

Overview

Ryan Lee is a Senior Vice President in Commercial Banking at UMB Bank, leading the banks efforts in the Boulder community. A graduate of the University of Colorado Boulders MBA program, he is a trusted advisor to business owners on matters of capital strategy, risk management, and expansion.

Outside of his banking role, Ryan is deeply invested in his community. He is involved with Access Opportunity, a non-profit that creates opportunities for high-potential students from low-income backgrounds. He also enjoys connecting with other business professionals to foster mutual growth and success.

Unique Fact: Ryan is the co-founder of "Good People Cool Sh*", a networking group for business professionals focused on helping good people do great things.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Business Financial Strategy
Advises entrepreneurs on capital strategy, risk management, financial budgeting, and long-term financial goal setting for business expansion.
Supporting Entrepreneurs
Passionate about building long-term relationships with business owners to help them solve challenges and grow their companies.
Economic Trends
He follows and shares insights on key economic data, including interest rates, inflation (CPI), and consumer spending momentum.

Media Appearances

Ryan has no verified media appearances

Work History

10-2023
Senior Vice President - Commercial Banking at UMB Bank
6-2017
Co-Founder at Good People Cool Sh*t
2-2023 - 4-2025
Vistage Member at Vistage Worldwide, Inc.
7-2021 - 10-2023
Senior Vice President - Commercial Banking at Community Banks of Colorado
1-2020 - 7-2021
Vice President - Commercial Banking at Community Banks of Colorado

Education

2008 - 2010
MBA from University of Colorado Boulder - Leeds School of Business
1997 - 2002
Bachelor's degree from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 12 Location : Boulder, Colorado, United States Job Level : Leadership Designation : Senior Vice President - Commercial Banking at UMB Bank
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Ryan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Ryan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Ryan

Personality Compatibility


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