Jake Byrne

Examiner
DISC Type : cs

Capital Markets at Phoenix Energy

Dallas, Texas, United States

Overview

Jake Byrne is an Associate in the Capital Markets department at Phoenix Energy, with expertise in alternative investments, private credit, and DST offerings. He holds Series 7 and 63 licenses and earned his Bachelors degree from the University at Albany, SUNY.

Originally from New York, Jake had a successful career in the wine and spirits industry, working in retail, distribution, and production before transitioning to finance. His personal interests include golf, traveling, and following the New York Knicks.

His company, Phoenix Energy, was recently ranked #33 on the Financial Times list of The Americas’ Fastest-Growing Companies.

Personality Overview

Status Quo Seeker

Unexpressive

Process Oriented

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Alternative Investments
His career at Phoenix Energy, ARCTRUST, and Megatel has focused on alternative investments, including private credit, preferred equity, and Delaware Statutory Trust (DST) offerings.
Capital Markets
He has built his career in capital markets roles and was instrumental in shaping strategy at his previous firm, ARCTRUST Private Capital.
Wine & Spirits
Before his finance career, he worked extensively in the wine industry, from retail management and distribution to production.

Media Appearances

Jake has no verified media appearances

Work History

8-2024
Capital Markets at Phoenix Energy
11-2023 - 8-2024
AVP - Capital Markets at ARCTRUST Private Capital
10-2022 - 11-2023
AVP - Capital Markets at Megatel Capital Investment
10-2021 - 10-2022
Sales - Client Services at SmartAsset
2-2021 - 10-2021
Account Executive at TWT Investment Partners

Education

2009 - 2014
Education details unavailable from University at Albany
2005 - 2009
Education details unavailable from Chaminade High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Dallas, Texas, United States Job Level : N/A Designation : Capital Markets at Phoenix Energy
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

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

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jake move?

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

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

You And Jake

Personality Compatibility


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