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JAY P. DUNSHIE 4742 Liberty Rd. S. * Salem, Oregon 97302 509-833-0365 * jd37a0c0@westpost.

net

MANAGEMENT: Business Development, Sales, Operational Enhancements

Strategic business developer with a history of contributing to the long term sta bility, profitability, and growth of key organizations. Instrumental in: * Boosting revenue generation by pinpointing strategic opportunities, and introd ucing innovative growth initiatives that continuously meet or surpass enterprise objectives. * Expanding market share and optimizing competitive performance with the introdu ction of marketing and sales plans that result in new revenue streams, profitabl e client bases, repeat business, and referrals. * Establishing top performing teams through selection, training, and motivation of key talents. * Forging and cultivating mutually beneficial partnerships with attorneys, accou ntants and other financial advisors as part of ongoing business development effo rts. * Elevating business productivity through restructuring, optimizing efficiency a nd growth. Areas of specific skill include: Communication * Sales, Marketing, Financial Management * Change Management * Nat ional Accounts Strategic Partnerships * Branding * Consulting * Problem Solving * Budget Manage ment * Presentations Team Building & Leadership * Personnel Management * Long Term Care

PROFESSIONAL EXPERIENCE DWM Group Ft. Worth, Texas * 2005-Present Chief Marketing Officer/Financial Advisor Preside over all daily operations for financial services provider with $12M in r evenue. Direct marketing activities and new customer acquisition, including cont ract negotiations and targeting of accounts worth $500K+. Pilot design and imple mentation of national sales strategies and brand identity. Conduct quarterly pub lic seminars. Orchestrate daily, quarterly, and annual reviews for clients. Pinp oint and qualify sales leads by using outside referrals, networking, community m arketing, and cold calls. Managed budgets for branch offices and client portfoli os. Monitor all regulatory compliance. Key Achievements: * Launched and skyrocketed business within new region through expert leadership in designing and implementing various marketing initiatives.

* Played a key role in 1000% gain in revenue during tenure by contributing to ex pert design of company business and marketing operations. * Expanded client base and retained all customers by developing strategic relati onships, cross marketing services, and creating client profiles to pinpoint like s and dislikes. * Improved sales closure rate 85% through implementation of new sales strategies . * Enhanced national recognition through presentation of financial seminars to pr ofessional groups and organizations in multiple states, WADDELL & REED, Overland Park, Kansas * 2003-2005 Financial Advisor Governed existing customer portfolios for $775M mutual fund company. Cultivated strategic relationships, meeting with clients on quarterly and annual basis. Adm inistered sales and marketing for all products and services. Established and mon itored company assets under direction of senior management. Performed needs anal yses, SWOT analyses, and evaluated processes to eliminate waste. Prospected to s ecure additional clients. Continued... JAY P. DUNSHIE * Page 2 * jd37a0c0@westpost.net Key Achievements: * Conducted financial planning seminars to boost awareness and enhance recogniti on within community. * Conceptualized and introduced new marketing strategies using diverse promotion al tools. BANKERS LIFE & CASUALTY, Chicago, Illinois * 1991-2002 Unit Sales Manager Superintended team of up to 24 agents for financial services and insurance compa ny with $4B in assets. Controlled all hiring, field instruction, and new product trainings. Supervised prospecting, governed existing client relationships, and facilitated weekly and bi-weekly team meetings. Instituted new prospecting syste ms, generating and qualified sales leads. Set sales goals and coached teams to a chievement, assisting them in identifying priorities to maximize results. Arrang ed and presented various seminars. Key Achievements: * Boosted sales quota 25% yearly by developing strategic relationships with comm unity members and city planners. * Enabled sales personnel to adapt more quickly in the field by streamlining sal es process for new employees and establishing processes/procedures to ensure suc cess. * Repeatedly surpassed sales goals and increased yearly assets under management by designing new marketing system. New approach earned approval by state of Oreg on and produced top 25 of 350 company managers. * Successfully lead team of agents working on 100% commission with no benefits t hrough regular meetings, personal coaching, and collaborative field work. MANAGEMENT CONSULTANT * 1999 - Present Pioneered gourmet coffee business model as youth outreach program adopted by mul tiple non-profit organizations nationwide. Consulted with organizations to estab lish operations of coffee service, train volunteers as baristas, and bring opera tion to market as part of fundraising activities. Advised organizations on compl

ete program set up from equipment purchase, preparation process, customer servic e, and marketing to ongoing staffing and public relations. Executed SWOT needs a nalyses and set up budgets. Accomplished knowledge transfer on coffee, espresso, suppliers, and preparation. Authored procedures manuals and developed sound pro cesses to ensure success. Key Achievements: * Impacted thousands of lives of young people by teaching them usable business s kills, establishing a welcoming community environment, and building self-esteem. * Won attention from national brand Big Train interested in taking business mode l to a nationwide audience. * Worked diligently with legal advisors concerning compliance regarding 501c3 re gulations. EDUCATION Bachelor of Science in Applied Management, Business Ken Blanchard School of Business Grand Canyon University, Phoenix, Arizona Professional Development 21 Irrefutable Laws of Leadership * Leadership Development Training * Self Direc ted Leadership Advanced Management * Asset Management * Financial Planning Time Management * Estate Planning * Elder Planning LICENSES/CERTIFICATIONS Life, Health, and Disability Insurance Certified Estate Planner * Certified Elder Planner * Securities License