Ryan Milliman

Captain
DISC Type : DS

Chief Executive Officer at Pythagorean Group

Carlsbad, California, United States

Overview

Ryan Milliman is the Chief Executive Officer of Pythagorean Group, a private equity broker-dealer. A financial services professional with over 20 years of experience, he holds Series 7, 24, 63, and 65 licenses and earned his bachelors degree from California Polytechnic State University-San Luis Obispo.

He has a notable track record of advising the top 1% of financial advisors at the worlds largest independent broker-dealer.

Personality Overview

Dynamic But Sincere

Output-Driven

Decisive But Calm

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Private Equity
As the CEO of a private equity broker-dealer, this is his core professional focus, centered on capital raising and structuring investments for private companies.
Capital Markets
He has held multiple senior roles as Director and VP of Capital Markets, demonstrating deep expertise in sourcing and managing institutional and private capital.
Alternative Investments
Previously served as a Supervisory Principal for Alternative Investments, indicating a specialized knowledge in non-traditional assets like real estate and private placements.

Media Appearances

Ryan has no verified media appearances

Work History

8-2023
Chief Executive Officer at Pythagorean Group
5-2022 - 8-2023
Director of Capital Markets at BMI Capital International
3-2021 - 5-2022
Director of Capital Markets at Avistone, LLC
2-2020 - 3-2021
Director of Investor Relations at Primior Inc.
10-2019 - 3-2021
VP Capital Markets at Xnergy

Education

1996 - 2000
Bachelor's degree from California Polytechnic State University-San Luis Obispo

More Information

Social Presence :

Prographics :

Exp : 6 Location : Carlsbad, California, United States Job Level : Leadership Designation : Chief Executive Officer at Pythagorean Group
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Ryan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Ryan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Ryan

Personality Compatibility


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