Ryan O'Toole, CIMA®, CRPS®

Examiner
DISC Type : cs

Senior Investment Manager, CIMA®, CRPS® at Sequoia Consulting Group at Sequoia

Chelsea, New York, United States

Overview

Ryan is an award-winning Senior Investment Manager at Sequoia, specializing in 401(k) investment advising. A graduate of Fordhams Gabelli School of Business with CIMA®, CRPS®, and CFA Level I certifications, he helps clients navigate market volatility and enhance retirement plan flexibility for participants.


He was recently named one of NAPA’s "Top 100 Retirement Plan Advisors Under 40"—also known as "the Aces"—and was also on the 2025 PLANADVISER Top Retirement Plan Advisors list.

Personality Overview

Status Quo Seeker

Overcautious

Late Adopter

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Retirement Plan Design
He frequently writes about evolving 401(k) plans to meet participant demand, such as implementing self-directed brokerage windows for greater investment choice.
Navigating Volatility
He advises plan sponsors on maintaining a steady approach during market volatility to protect the long-term success of participants' retirement savings.
Investment Management
His background includes institutional consulting at Morgan Stanley and successfully passing the CFA Level I exam, showing a deep interest in investment principles.

Media Appearances

Ryan has no verified media appearances

Work History

7-2024
Senior Investment Manager, CIMA®, CRPS® at Sequoia Consulting Group at Sequoia
7-2022 - 7-2024
Investment Manager, CIMA®, CRPS® at Sequoia
12-2020 - 7-2022
Financial Services Advisor at Sequoia
11-2016 - 12-2020
Wealth Management Analyst - Institutional Consulting - Graystone at Morgan Stanley
6-2015 - 11-2016
Registered Client Service Associate at Morgan Stanley

Education

2011 - 2015
Bachelor of Science (BS) from Fordham Gabelli School of Business
2007 - 2011
Education details unavailable from Daniel Hand Highschool

More Information

Social Presence :

Prographics :

Exp : 13 Location : Chelsea, New York, United States Job Level : Middle Designation : Senior Investment Manager, CIMA®, CRPS® at Sequoia Consulting Group at Sequoia
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Ryan

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Ryan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Ryan

Personality Compatibility


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