Richard D. Jarvis Ii, Mba Email and Phone Number
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From farming to finance, real estate to a U.S. patent holder, Rich Jarvis has demonstrated that success doesn’t come from a lack of challenges but the capacity to deal with them. Growing up on a farm in Meridian, Idaho, Rich learned the value of hard work early in life, and the highlight of his childhood was launching his first real business in hauling hay for local dairy farmers. Rich earned an M.B.A. from Boise State University on a Pathway to Innovation scholarship and obtained an Executive Leadership certificate from Cornell University. He’s integrated his business ownership and entrepreneurial background with 25 years in management and 14 years in the financial industry as a lender, insurance broker, financial services consultant, and product manager for a fintech company. Even Rich’s pilot experience has taught him fundamental business skills. From a sky-high vantage point, he discovered how to literally and figuratively navigate through any circumstance, make course corrections when necessary, and trust the data.Rich’s real estate interest was piqued when he rented out his first home in 2003. He’s since bolstered his knowledge by reading hundreds of books on business and real estate and working with real estate funds by sourcing and underwriting properties. Rich brings notable distinction, including acquiring $39M in new business, garnering top-ten producer and national recognition within his first full year in his financial services practice, and patenting the Electronic Personal Record, a secure information sharing platform delivering control of data back to the consumer.
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PresidentEpic Capital Funds Oct 2021 - PresentMeridian, Idaho, UsWe acquire commercial, residential, industrial, and land assets, and we increase their value through development, construction, operations, and improvements. We cultivate projects in selected communities primarily throughout Boise and Treasure Valley, but we also serve the Utah and Nevada markets, where one or more of our partners live. Our definition of success is when we deliver targeted returns to you that strengthen your portfolio and enrich the areas in which you invest. -
FounderUniscen May 2017 - PresentBoise, Id, UsDevelop innovative products with the mission of delivering control of data back to the consumer in a secure information-sharing platform and solving the data silo problem in the financial service industry. -
Managing Partner ~ Operational Development ~ Executive Coaching ~ Business Strategy & PlanningClearstone Consulting Group 2015 - PresentBoise, Idaho, UsAs Managing Partner at Clearstone, Richard finds solutions that advance the businesses and operations of a wide range of clients. He also spearheaded and oversaw the re-branding of R & R Financial, re-positioning the firm as a leading management consulting organization rather than one focused only on finance. Mr. Jarvis now forges strategic partnerships with clients to advance their operations by improving products and services, increasing top-line revenue, expanding margins, and furthering individual performance.Some of Richard’s notable achievements include:• Consistently delivering business operational development plans that achieve 30% to 300% performance improvements. • Managing accountability training for 60+ clients and hundreds of their employees and being rated as the number 1 program by the Boise Chamber of Commerce.• Building a team of 8 advisory board members to help successfully launch a start-up with roots in Fintech.• Leading weekly management training for 25 executives of a national franchise organization, helping to fuel substantial growth. • Creating an employee engagement plan to improve management fundamentals and significantly increase productivity for an international software company. • Canvassing 120+ business leaders to gain insight on operational best practices to perfect the Getting it DONE™ Management and Executive Coaching program.Business Operations ManagementBusiness Planning & AnalysisProcess Analysis / ImprovementsNew Business DevelopmentCost Control PlansProject ManagementFinancial Analysis & ModelingPerformance ManagementStrategic PartnershipsBusiness ModelingExecutive CoachingTraining Program Development -
Product Manager - Consumer Product SolutionsCovr Financial Technologies Jun 2020 - Sep 2021Hartford, Connecticut, Us -
Product AnalystCovr Financial Technologies Feb 2020 - Jun 2020Hartford, Connecticut, Us -
President And Founder ~ Account Management & Cultivation ~ New Business DevelopmentR&R Financial, Inc 2003 - 2014Richard played a key role in developing R&R Financial’s business and fueling growth. He expanded the client base by introducing creative new products and services for clients seeking real estate investment opportunities. Mr. Jarvis also facilitated a partnership RE acquisition and development opportunity that yielded a net gain of 380%. In addition, he closed 60+ new accounts (with an 85% conversion rate) on behalf of a new loyalty program that increased charitable contributions to schools, charities, and non-profits.Business Operations ManagementBusiness Planning & AnalysisReal Estate Investments & DevelopmentNew Business DevelopmentProject ManagementFinancial Analysis & ModelingPerformance ManagementStrategic PartnershipsChange ManagementBusiness Modeling
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West Coast Sales Director ~ New Business Development ~ Training & DevelopmentMoneytrax, Inc 2011 - 2013Vancouver, Washington, UsRichard expanded the customer base for a company that provides sales training and development classes for financial and related industry consultants. He crafted cutting-edge programs and developed improved bench-marking and student assessments. In doing so Richard attained a top 10% ranking among all sales trainers.Direct SalesTraining & DevelopmentProgram DevelopmentBench-markingPerformance Evaluations -
Financial Services Consultant ~ Financial Services ~ Investment Planning ~ Client RelationsAllegis Financial Partners 2009 - 2013Nampa, Idaho, UsRichard delivered outstanding sales cycle and client relationship management while playing a pivotal role in fueling growth for a leading insurance and wealth management firm. He designed and launched numerous initiatives to grow assets under management (AUM), introduced new strategies that successfully launched new product and services, created alliances with CPA and law firms to pre-qualify new investors, and was recognized as a Top 10 Producer among 100+ consultants.Business Plans & StrategiesNew Business DevelopmentWealth ManagementClient Relationship ManagementSales Cycle ManagementStrategic PartnershipsAsset ManagementNew Product and Service Launches -
Vice Present Of Sales & Marketing ~ Direct Sales ~ Turnaround Plans ~ New Business DevelopmentFinancial Security Services Inc. 2004 - 2008UsRichard analyzed, planned, and implemented the effective turnaround of sales and marketing at a private equity lender. Capitalizing on an emerging high-growth market, he increased revenues by a factor of 3x in the first 24 months in the position. He also introduced new sales and business partnership strategies that generated $39M in new business.New Business DevelopmentTurnaround StrategiesSales & Marketing
Richard D. Jarvis Ii, Mba Skills
Richard D. Jarvis Ii, Mba Education Details
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Boise State UniversityMaster Of Business Administration (Mba) -
Cornell UniversityCertificate Of Executive Leadership -
Brigham Young UniversityBusiness -
Brigham Young University - IdahoHealth Sciences
Frequently Asked Questions about Richard D. Jarvis Ii, Mba
What company does Richard D. Jarvis Ii, Mba work for?
Richard D. Jarvis Ii, Mba works for Epic Capital Funds
What is Richard D. Jarvis Ii, Mba's role at the current company?
Richard D. Jarvis Ii, Mba's current role is President at Epic Capital Funds.
What is Richard D. Jarvis Ii, Mba's email address?
Richard D. Jarvis Ii, Mba's email address is ri****@****cen.com
What is Richard D. Jarvis Ii, Mba's direct phone number?
Richard D. Jarvis Ii, Mba's direct phone number is +192536*****
What schools did Richard D. Jarvis Ii, Mba attend?
Richard D. Jarvis Ii, Mba attended Boise State University, Cornell University, Brigham Young University, Brigham Young University - Idaho.
What are some of Richard D. Jarvis Ii, Mba's interests?
Richard D. Jarvis Ii, Mba has interest in Competing And Training For Triathlons, My Family, Private Pilot, Making A Difference.
What skills is Richard D. Jarvis Ii, Mba known for?
Richard D. Jarvis Ii, Mba has skills like Strategy, Leadership, Entrepreneurship, Sales, Small Business, Strategic Planning, Training, Finance, Team Leadership, Leadership Development, Public Speaking, Business Development.
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