Ryan Peterson

Questioner
DISC Type : c

Fund Finance Associate at TA Associates

Boston, Massachusetts, United States

Overview

Ryan is a Fund Finance Associate at TA Associates, a role he began after graduating from Northeastern University with a BBA. He built his experience through a series of co-op programs in fund operations, private investment operations, and wealth management. He also holds the Securities Industry Essentials (SIE) certification.

Outside of his direct finance experience, Ryan has pursued international business education, having studied consulting at Seoul National University of Science and Technology. This indicates an interest in global business perspectives and strategies.

A standout academic performer, he earned a place on the Deans List every single semester throughout his time at Northeastern University.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Private Equity Operations
His career progressed from co-op roles in fund operations to a full-time Fund Finance Associate position at private equity firm TA Associates.
Wealth Management
Gained foundational experience through internships and co-ops focused on private wealth and investment operations at firms like SCS Financial.
Academic Achievement
Demonstrated a strong commitment to success by making the Dean's List every semester during his BBA at Northeastern University.

Media Appearances

Ryan has no verified media appearances

Work History

1-2024
Fund Finance Associate at TA Associates
1-2023 - 6-2023
Fund Operations Co-op at Arrowstreet Capital, Limited Partnership
1-2022 - 9-2022
Private Investment Operations Co-op at SCS Financial
6-2021 - 9-2021
Wealth Management Intern at Crescent Point Private Wealth
1-2021 - 6-2021
Finance Associate Co-op at AMPlify Resources Group

Education

2019 - 2023
Bachelor of Business Administration - BBA from Northeastern University
7-2023 - 7-2023
Consulting from Seoul National University of Science and Technology

More Information

Social Presence :

Prographics :

Exp : 6 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Fund Finance Associate at TA Associates
URL has been copied!

Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ryan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ryan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Ryan

Personality Compatibility


Other TA Associates 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.