Ryan Marcom

Observer
DISC Type : ic

Team Leader at Vanguard

Greater Phoenix Area, United States

Overview

Ryan Marcom is a Team Leader and CFP® Candidate at Vanguard, leveraging skills in customer service, regulatory compliance, and project management. A Certified ScrumMaster and Wealth Management Specialist, he earned his degree in Environmental and Earth Sciences from Arizona State University.

Outside of his finance career, Ryan is a dedicated team player eager to broaden his experience in fields like retail, fashion design, and education. He has a keen interest in following major technology and financial firms, including Microsoft and Fidelity Investments, to stay informed on industry trends.

Ryan successfully transitioned from an academic background in environmental science into a leadership role in the financial services industry.

Personality Overview

Assertive

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Wealth Management
He is a Wealth Management Specialist (WMS) and a CFP® Candidate working at Vanguard, a leading investment company.
Agile Methodologies
He recently became a Certified ScrumMaster (CSM), indicating a focus on agile principles in a team leadership context.
Regulatory Compliance
This was a key skill and responsibility in his previous quality administrator and support team lead roles at Vanguard.

Media Appearances

Ryan has no verified media appearances

Work History

11-2025
Team Leader at Vanguard
11-2023 - 11-2025
Support Team Lead at Vanguard
9-2020 - 11-2023
Multi-Channel Quality Administrator-Compliance at Vanguard
6-2016 - 12-2019
Operations Supervisor at Sears Hometown and Outlet Stores, Inc.
6-2016 - 12-2019
District Store Manager at Sears Hometown and Outlet Stores, Inc.

Education

2015 - 2018
Bachelor's in Environmental and Earth Sciences from Arizona State University
2012 - 2015
Associate of Arts (A.A.) from Chandler/Gilbert Community College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Phoenix Area, United States Job Level : Mid-senior Designation : Team Leader at Vanguard
URL has been copied!

Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • 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 systematically evaluate all decisions and are unlikely to take many risks.

You And Ryan

Personality Compatibility


Other Vanguard Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.