Ryan Sorbi

Examiner
DISC Type : cs

Associate, Emerging Leader Program at Fidelity Investments

Boston, Massachusetts, United States

Overview

Ryan Sorbi is an Associate in Fidelity Investments prestigious Emerging Leader Program, an 18-month rotational program for liberal arts talent. A graduate of Tufts University, he has experience in data analytics and insights. Colleagues describe him as proactive, diligent, and possessing exceptional communication skills.

Outside of his professional work, Ryan has demonstrated a strong commitment to community and campus initiatives. He served as the Student Director for Tufts Student Giving and has taken leadership roles in projects focused on diversity, inclusion, belonging, and access through employee resource groups.

His current program culminates in a capstone project delivering insights on a strategic initiative directly to Fidelitys CEO and executive leadership team.

Personality Overview

Late Adopter

Overcautious

Unexpressive

They do not like taking risks at all and go for proven options in the end.  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.

Topics They Care About

Financial Services
He is building his career in the industry through Fidelity's Emerging Leader Program, following a corporate finance internship with the firm.
Data Analytics
Gained direct experience in this area during a rotation focused on Data Analytics & Insights within Fidelity's FundsNetwork.
Diversity & Inclusion
Proactively led an employee resource group (ERG) project related to diversity, inclusion, belonging, and access, showing initiative beyond his core role.

Media Appearances

Ryan has no verified media appearances

Work History

7-2025
Associate, Emerging Leader Program at Fidelity Investments
8-2024 - 12-2024
Teaching Assistant at Derby Entrepreneurship Center at Tufts University (DEC)
8-2024 - 12-2024
Admissions Fellow at Tufts University
6-2024 - 8-2024
Corporate Finance Intern at Fidelity Investments
1-2024 - 5-2024
Business Development Intern at Series

Education

9-2021 - 12-2024
Bachelor's degree from Tufts University
Tuck Business Bridge Program from The Tuck School of Business at Dartmouth

More Information

Social Presence :

Prographics :

Exp : 3 Location : Boston, Massachusetts, United States Job Level : Junior Designation : Associate, Emerging Leader Program at Fidelity Investments
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

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

  • Often, they don't say no, or keep going about it 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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