Jason Jantz Email & Phone Number

Lake Oswego, Oregon, United States

Eugene, Oregon, United States

• Conducted comprehensive competitive analysis, evaluating government and commercial markets, leading to strategic positioning at the ecosystem's forefront.
• Formulated compelling value propositions, key product differentiators, and a distinctive marketplace positioning strategy.
• Engineered a robust revenue model and pricing structure, contributing to a 30% boost in average deal size.
• Designed an efficient enterprise sales process around the MEDDPICC methodology.
• Produced sales collateral, and state-specific presentations, and executed a results-oriented, value-based drip marketing campaign.
• Successfully initiated and cultivated relationships with key decision-makers within the Departments of Transportation for 27 states.

Eugene, Oregon, United States

• Strategically curated and led a highly diverse and accomplished team of entrepreneurs, former CEOs, and investors to execute successful acquisitions of businesses and private investment opportunities.
• Spearheaded the acquisition search process, meticulously evaluating potential target companies and qualifying CEOs and business owners for alignment with investment objectives.
• Conducted in-depth assessments of growth opportunities and value creation potential for targeted businesses, utilizing financial modeling and projections to assess potential outcomes.
• Negotiated deal points and terms among stakeholders, ensuring favorable and mutually beneficial agreements for all parties.
• Demonstrated expertise in navigating various industries, resulting in the successful acquisition and management of a diverse portfolio of businesses and investments.

Scottsdale, AZ

• Leveraged expertise as a sales consultant catering to family offices and Registered Investment Advisors (RIAs) within the financial industry.
• Collaborated closely with customers to identify growth opportunities and tailored strategies, enhancing their market presence and driving revenue expansion.
• Pioneered the development of innovative inbound and outbound systems and methodologies, resulting in a significant upsurge in upselling and revenue optimization. Many customers doubled their revenue in the first 3 years.

Portland, Oregon Area

• Achieved an extraordinary ranking in the top 1% of wealth advisors nationwide within 7 years.
• Made over 250,000 cold calls and using complex, consultative sales, built a $300,000,000 advisory portfolio from scratch.
• Devised and executed a highly effective team sales and channel strategy, resulting in elevated brand positioning, market recognition, and consistent YOY revenue growth of 30% to 50%.
• Conducted compelling presentations and engaged in discussions with executive teams, clients, and strategic partners, fostering valuable relationships and driving business growth.
• Designed an exceptional onboarding customer experience program and client retention strategy, contributing to an impressive 98% customer retention rate.
• Spearheaded the recruitment, training, and dynamic leadership of a proficient team of advisors, analysts, and operational staff, significantly contributing to business expansion and enhanced client service.

Master Of Business Administration - Mba, Advanced Strategy & Leadership

Certified Investment Managment Analyst (C.I.M.A.)®

Bs, International Business

Bs, Marketing

International Business