Ryan Lisota

Commander
DISC Type : D

Business Analyst at INFOTECH Consulting Group

La Crosse-Onalaska Area, United States

Overview

Ryan is a personal finance creator who simplifies investing for beginners. Leveraging his background as a Business Analyst specializing in ERP solutions and data analytics, he holds Microsoft certifications in Data Analysis and Power Platform Fundamentals. His mission is to help people build wealth from their first dollar.

Outside of his formal analyst work, Ryan is passionate about financial education, dedicating his time to creating content that makes complex money topics understandable. His past experience as a wellness coach suggests a broader interest in coaching and helping others achieve their personal goals.

He applies his professional data analysis skills to his personal life, building his own complex Power BI reports to track his finances.

Personality Overview

Very Quick

Impact-Driven

Decisive

They are not focused on building rapport and relationships.  More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Topics They Care About

Beginner Investing
His core mission is to help beginners invest their first dollar and understand how to start building wealth without complicated financial jargon.
Financial Literacy
He creates content to break down personal finance for people who feel they were never taught the basics of managing and growing money.
Data-Driven Finance
He advocates for using data analysis, like Power BI, to gain deeper insights into one's financial health beyond just a simple bank balance.

Media Appearances

Ryan has no verified media appearances

Work History

9-2025
Business Analyst at INFOTECH Consulting Group
6-2025 - 9-2025
Project Manager and Business Analyst Intern at INFOTECH Consulting Group
6-2023 - 8-2024
Accounting and Data Analytics Intern at MacDonald & Owen Lumber Company
7-2018 - 7-2021
Wellness Coach at La Crosse Area Family YMCA

Education

2021 - 2025
Bachelor's degree from University of Wisconsin-La Crosse

More Information

Social Presence :

Prographics :

Exp : 4 Location : La Crosse-Onalaska Area, United States Job Level : Junior Designation : Business Analyst at INFOTECH Consulting Group
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Refer to testimonials from well-known industry leaders
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not spend too much time focusing on product tech or features
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Ryan

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They can take decisions very fast if you manage to convince them.
  • Can Ryan take some risk or not?

  • The risks don’t matter much to them.

You And Ryan

Personality Compatibility


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