Brendan Byrne

Researcher
DISC Type : Cs

Managing Director - Head of Institutional Sales at Citizens JMP

Boston, Massachusetts, United States

Overview

Brendan Byrne is a Managing Director and the Head of Institutional Sales at Citizens JMP, with extensive experience in equity sales from previous roles at Credit Suisse and SunTrust. He holds a B. A. from Harvard University, an MBA from Bentley University, and Series 7, 63, and 24 certifications.

Outside of his professional life, Brendan is an active alumnus, participating in Milton Academys alumni baseball game. He also supports charitable causes, such as the Joe Walsh Memorial Golf Classic in Lakeville, Massachusetts, indicating an interest in golf and community engagement.

He stays connected to his high school, Milton Academy, by participating in its annual alumni baseball game.

Personality Overview

Perfectionist

Cost Conscious

Self-Disciplined

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Institutional Equity Sales
As the Head of Institutional Sales at Citizens JMP, this is his core area of professional expertise and leadership focus.
Alumni Engagement
He actively participates in and promotes alumni events for his alma mater, Milton Academy, such as the annual baseball game.
Charity Golf
He is involved with the Joe Walsh Memorial Golf Classic, demonstrating an interest in supporting community causes through sports.

Media Appearances

Brendan has no verified media appearances

Work History

4-2023
Managing Director - Head of Institutional Sales at Citizens JMP
2-2023 - 4-2023
Managing Director at Citizens JMP
12-2021 - 2-2023
Director - Equity Sales at Citizens JMP
6-2019 - 12-2021
Equity Sales at Credit Suisse
9-2015 - 6-2019
Vice President - Institutional Equity Sales at SunTrust Robinson Humphrey

Education

2003 - 2007
Bachelor of Arts (B.A.) from Harvard University
2017 - 2020
Master of Business Administration - MBA from Bentley University - McCallum Graduate School of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Managing Director - Head of Institutional Sales at Citizens JMP
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Insights For Selling To Brendan

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brendan is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Brendan

  • 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 Brendan move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Brendan take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Brendan

Personality Compatibility


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