Richard Jarvis has extensive experience in management consulting, financial services, sales, and product development. He has held leadership roles managing multi-million dollar revenue increases and new business development. Currently, he is the Founder of Uniscen Inc, which develops innovative products focused on data privacy and financial services.

1. Five 70.3 Ironman Triathlons,
2nd Place in Age Group
EXPERIENCE
MANAGING PARTNER
Clearstone Consulting Group Inc, Formerly R&R Financial
2015 - Present Boise, ID
Management consulting organization that creates alliances with business
and government entities that are committed to improving business
operations, top-line revenue and individual performance.
Closed 60+ new accounts (85% conversion) on behalf of a new loyalty
program that increased charitable contributions to schools, charities, and
non-profits
•
2003-2015 Boise, ID
Facilitated partnership development opportunities for a real estate
acquisition project that yielded a net gain of 380%.
•
Financial Services Consultant
Allegis Financial Partners
2009-2013 Boise, ID
Provided superior sales cycle and client relationship management skills
in support of initiatives designed to grow assets under management
(AUM) for a leading insurance and wealth management firm.
West Coast Sales Director and Trainer
MoneyTrax
2011-2013 Melbourne, FL based out of Boise, ID
Expanded customer base for a firm that provides sales training and
development classes to financial consultants and other related job
classifications
•
Vice President Sales and Marketing
Security Financial Services
2004-2008 Meridian, ID
Increased top-line revenue by a factor of 3x in the first 24 months by
revamping sales cycle management functions and introducing the
company’s new marketing and business partnership strategies that
resulted in $39M in new business.
•
Coaching and
Consulting
Product
Development
Financial
Services
Management Experience
Richard D. Jarvis II
Results-driven professional with a proven
track record of creativity and innovation
rich@richarddjarvis.com
925.980.3374
richarddjarvis
Brigham Young University
Cornell Univeristy
B.S. in Health Science, Minor in Business
Certificate of Executive Leadership
Master's in Business Administration
Boise State University
EDUCATION
Aveta Business Institute
Lean/ DFSS Six Sigma Green Belt
SIGNATURE STRENGTHS
HTML CSS
Cross-Functional Team Leadership
Client Relationship
Management
Product
Management
Product
Development
EDUCATION / AFFILIATIONS
Pathway to Innovation Excellence Scholarship
Leadership Boise
Ricks College
Man of the Year Finalist
Market
Research and
Validation
19 Years
4 Years
14 Years
10 Years
Founder
Uniscen Inc
2017 - Present San Francisco Bay Area, Boise, ID
Bring innovative products to market with the mission of delivering control
of data back to the consumer while developing unique value propositions
that solve important problems in the financial service industry.
Founder
Extrordinary Development Inc, Rebranded to R&R Financial
Conducted exhaustive market and competitive research in order to create
the value proposition, completed the patent application process, and over
200 pages of development requirements and interactive wireframes
•
Interviewed 120+ business leaders in order to gain insight on operational
best practices as part of a strategy to improve Getting it DONE™
Management and Executive Coaching programs
•
Facilitated weekly management training for 25 members of the
leadership team for a national franchise organization. Efforts have
contributed to accelerated revenue growth for a leading franchise
operator.
•
Achieved top-10 producer, recruited 4 top performers and 2 CPA firms•
Agile
Methodologies
Value
Proposition
Design
National Speakers Association Earl Nightingale
Scholarship
Javascript
CODING

2. “Rich's wealth of knowledge from his vast and in-depth professional experience speaks for itself. Both
his written and verbal communication abilities demonstrate that he can effectively share what he has
learned with others and help them succeed with their own obstacles and challenges. I have personally
consulted Rich in a number of areas of business and have been very pleased with how he was able to
help me in each instance.”
- Layne Thompson, Vice President Magleby Construction
“I was part of a team Rich brought together for an ambitious new program. In short order, he coalesced
our team's sharp minds and diverse opinions into a cohesive that was launched to outstanding
participation and impact.”
– Russ Stoddard, President Oliver Russell
"Rich has an incredible talent of creating a comfortable, safe, environment for open discussion regardless
of hierarchy. I can definitely say that a lot of my professional growth, as well as my team’s growth can
be attributed to the training that Rich has provided. I would strongly recommend Rich in any capacity of
an organization. He will make any group immediately a stronger more productive group."
- Josh Wheeler, COO Vertical Fitness
"Richard is a consummate professional. He has a mastery of his subject matter and even more
importantly, can communicate it in a patient and appealing manner. I have been in this industry for 40
plus years and consider Rich one of the best."
- J.G. “Woody” Woodall, CFP, Cambridge Financial Center
"Rich is a true communicator. I had the opportunity to work with Rich, one on one. Besides being
genuinely caring, Rich is positively inventive while communicating his ideas into a clear format that
helps those he mentors focus on strategy rather than individual abilities. The results were
instantaneous! Working with Rich as a mentor is a valuable experience"
- Monica Muniz Driscoll, Sierra Wealth Management
“Your dedication and support helped me grasped the small concepts that I was lacking. You are an
exceptional mentor and individual and I will forever be grateful to you by paying it forward.”
- Eva Corpus, Financial Strategist at Advanced Legacy Concepts
“I was so impressed with his presentation, charismatic personality and innovative problem solving.
Rich knows how to truly listen – a highly coveted skill possessed by few. He also has an incredible
ability to view a situation from a different perspective and provide realistic solutions with reachable
goals. His creative yet grounded thinking, patience and problem solving skills would certainly add
tremendous value to any organization in which he is involved.”
- Emily Klodowski, Commerce Development Analyst at Idaho State Department of Agriculture