Ryan T. Iannuzzo, CRPS®

Sharpshooter
DISC Type : DC

Senior Wealth Strategy Associate at UBS

New York City Metropolitan Area, United States

Overview

Ryan Iannuzzo is a Senior Wealth Strategy Associate at UBS in Princeton, NJ, specializing in long-term financial planning for institutional clients, families, and charitable organizations. He holds the Chartered Retirement Plans Specialist (CRPS®) designation and graduated from Manhattan University with a degree in Finance and Marketing.

Deeply involved in his community, Ryan serves on the board of the American Red Cross of Central New Jersey and is the assistant treasurer for the St. Vincent DePaul Society. He lives in East Brunswick with his wife and two daughters, who are fourth-generation parishioners at St. Bartholomew Parish.

He is a founding member of the St. Joseph High School Hall of Distinction Selection Committee.

Personality Overview

Rigorous & Demanding

ROI Driven

Fast But Analytical

They take a lot of pride in personal achievements.  They are not always relationship oriented. They prefer to be the ones controlling the conversation or defining the terms.

Topics They Care About

Retirement Planning
Holds the Chartered Retirement Plans Specialist (CRPS®) designation, indicating specialized expertise in creating and managing retirement plans for clients.
Nonprofit Financial Strategy
Works with charitable organizations and serves on the board of the American Red Cross, showing a professional and personal interest in the nonprofit sector.
Gen Z Finances
Recently shared content discussing the unique financial challenges facing Gen Z, such as wage stagnation and rising home prices.

Media Appearances

Ryan has no verified media appearances

Work History

2-2022
Senior Wealth Strategy Associate at UBS
6-2020 - 1-2022
Wealth Strategy Associate at UBS
5-2016 - 6-2020
Client Service Associate at UBS
11-2013 - 5-2016
Retail Resolution Specialist at Vanguard
6-2013 - 11-2013
Client Relationship Specialist at Vanguard

Education

2009 - 2013
Finance & Marketing from Manhattan University
Education details unavailable from St. Joseph High School

More Information

Social Presence :

Prographics :

Exp : 12 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Senior Wealth Strategy Associate at UBS
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Insights For Selling To Ryan T.

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan T. is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Ryan T.

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Ryan T. move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Ryan T. take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Ryan T.

Personality Compatibility


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