Ryan Mahoney

Observer
DISC Type : ic

Business Intelligence Manager at Sequoia Financial Group

Lakewood, Ohio, United States

Overview

Ryan is a Business Intelligence Manager at Sequoia Financial Group, specializing in Salesforce and Tableau CRM. With a background in finance and accounting and a B. B. A. from Cleveland State University, he focuses on building data solutions for key business use cases. He is also 2x Salesforce certified.

Outside of his core professional role, Ryan has a keen interest in emerging digital technologies, evidenced by his certification in Non-Fungible Tokens (NFTs). He also values analytical methodologies, holding a certification in Critical Thinking, which complements his data-focused career.

Unique fact: Ryan transitioned his career from traditional finance and accounting into a specialized business intelligence and technology role.

Personality Overview

Example Seeker

Assertive

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

BI & Data Visualization
He builds, improves, and maintains all reporting, primarily through Salesforce and Tableau CRM, and works with executives to create useful datasets and dashboards.
Financial Services Tech
His career has been centered in the financial services industry, moving from accounting analysis to leveraging technology for business intelligence and reporting.
Process Improvement
At a previous role, he developed and implemented a procedure that decreased time spent on a key process by 25%, showing an interest in efficiency.

Media Appearances

Ryan has no verified media appearances

Work History

2-2019
Business Intelligence Manager at Sequoia Financial Group
2-2018 - 2-2019
Senior Accounting Analyst at Sequoia Financial Group
2-2015 - 2-2018
Financial Analyst at Cohen & Company
1-2014 - 2-2015
Staff Accountant at Northwestern Mutual
4-2013 - 9-2014
Regional Supervisor at Metropolitan Pool Service

Education

2010 - 2014
Bachelor of Business Administration (B.B.A.) from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Lakewood, Ohio, United States Job Level : Middle Designation : Business Intelligence Manager at Sequoia Financial Group
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Ryan

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Ryan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Ryan

Personality Compatibility


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