Ryan Patton, CFP®, CIMA® in

Ryan Patton, CFP®, CIMA®

Researcher · DISC type Cs
Founder at Tap Ins at the Greenhouse
📍 Mission, Kansas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Founder
Job Level
Leadership
Location
Mission, Kansas, United States
Personality Overview

How Ryan shows up

ROI Seeker
Cost Conscious
Self-Disciplined

The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Priorities

Topics Ryan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2024
Founder
Tap Ins at the Greenhouse
10-2015
Managing Director
EVP Capital Advisors
7-2007 - 10-2015
Financial Advisor
UBS Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2012
Certified Investment Management Analyst Program
The Wharton School
2002 - 2007
Bachelors
The University of Kansas
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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