Jake (Levy) Houser

Wildcard
DISC Type : csi

Vice President, Operations at MarcyPen Capital Partners

Los Angeles, California, United States

Overview

Jake Houser is the Vice President of Operations at MarcyPen Capital Partners and PENDULUM®, where he specializes in private equity and broker-dealer operations. He holds Series 99 and Securities Industry Essentials certifications and studied Non-Profit Management & Leadership at Indiana University Bloomington.

Outside of his professional life, Jake is deeply committed to community service and personal development. His dedication in these areas is significant, reflecting a long-standing passion for contributing to the well-being of his community and continuous self-improvement.

He is a recipient of the Congressional Gold Medal, awarded by the United States Congress for completing over 400 hours of community service.

Personality Overview

ROI Driven

Requires Proof

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Broker-Dealer Operations
His professional introduction highlights this as a key area of expertise, supported by his Series 99 certification.
Cultural Investing
MarcyPen Capital, where he is VP of Operations, focuses on investing in consumer businesses that create and lead culture.
Inclusive Company Building
His work at PENDULUM® supports their mission to "reimagine how great companies are built and redefine who gets to build them. "

Media Appearances

Jake has no verified media appearances

Work History

1-2025
Vice President, Operations at MarcyPen Capital Partners
1-2025
Vice President, Operations at PENDULUM®
9-2024 - 1-2025
Vice President, Human Resources at MarcyPen Capital Partners
8-2023 - 1-2025
Vice President, Human Resources at PENDULUM®
2-2022 - 7-2023
Client Service Supervisor at aspenHR

Education

2015 - 2019
Non Profit Management & Leadership from Indiana University Bloomington
2018 - 2019
Business from IES Abroad

More Information

Social Presence :

Prographics :

Exp : 9 Location : Los Angeles, California, United States Job Level : Senior Designation : Vice President, Operations at MarcyPen Capital Partners
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

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 Jake is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jake

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jake take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jake

Personality Compatibility


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