David Gwynn
Eugene,OR
Summary
AI & Machine Learning Leader Transforming Business
Multi-talented business leader bringing over 25 years of experience as successful CEO. Strategic problem solver and change manager. Visionary executive implements plans that meet current and future needs. Key expertise in AI/ Machine Learning, technology, telecom, financial, investment banking and venture capital industry.
Overview
33
33
years of professional experience
1
1
Certificate
2
2
Degree
Work History
Sales Team Leader
Prudential Financial/ AssuranceIQ
Seattle, WA
08.2020 - Current
- Managed, recruited, supported and led an award-winning nationwide team of 30 licensed Medicare Sales Professionals. Increased sales 127% wile increasing total revenue by $1.22 MM.
- Regularly exceeded sales targets. Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Implemented, designed and trained team in effective marketing strategies to adjust and sell Medicare insurance contracts.
- Managed such as preparing reports, managing databases and scheduling appointments. (promoted from Sales Agent in 2022)
Founder
Arcorum, LLC
Eugene, OR
01.2015 - Current
- For Private clients, performed due diligence on potential investments to ensure compliance with regulations.
- Created financial management mechanisms to minimize financial risk to clients.
- Evaluated risk, gauged relative valuations and identified threats.
- Conducted market research and analysis of macroeconomic factors affecting investment decisions.
Founder
Open PEO Advisors, LLC
Eugene, OR
12.2018 - 12.2023
- Managed client relationships by responding promptly to inquiries regarding changes or updates in their benefit plans.
- Developed presentations to educate clients on the different types of employee benefit plans available.
- Built successful referral network of company representatives, third-party administrators and benefits providers.
- Researched new technology solutions that could improve efficiency of processes within the organization's benefit department.
Senior Media Specialist
Advance Local/ Oregonian Media Group
Portland, OR
10.2013 - 12.2018
- Opened new markets to Pac12 Universiites and PAC12 Networks. Increased sales 367%. Top Producer Award Winner (3 Years) Developed innovative ideas for online campaigns to drive traffic and increase conversions. Sales of over $2.97MM
- Developed and used new and innovative digital methodologies for attracting audience, collecting and analyzing marketing data.
- Presented findings to management and executive leadership and fielded questions to help refine strategies and close sales.
CEO
Gwynn Financial Services, Inc.
Scottsdale, AZ
04.1991 - 10.2015
- Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging financial and market trends.
- Implemented strategic offerings to enhance company's suite of products and services.
- Recruited and trained new employees.
- Monitored company performance by measuring KPI's and analyzing results and minimizing impact of variances.
Education
Postgraduate Certificate - Artificial Intelligence/Machine Learning
Univesity of Texas
Austin, TX01-2024
Bachelor of Arts - Geology (Honors College)
University of Oregon
Eugene, ORSkills
- Inspirational Leadership
- Sustainable Business Models
- Innovation Management
- Operational Excellence
- Financial Acumen
- Risk Management
- Business Planning
- Sales Strategy
Timeline
Sales Team Leader
Prudential Financial/ AssuranceIQ
08.2020 - Current
Founder
Open PEO Advisors, LLC
12.2018 - 12.2023
Founder
Arcorum, LLC
01.2015 - Current
Senior Media Specialist
Advance Local/ Oregonian Media Group
10.2013 - 12.2018
CEO
Gwynn Financial Services, Inc.
04.1991 - 10.2015
Postgraduate Certificate - Artificial Intelligence/Machine Learning
Univesity of Texas
Bachelor of Arts - Geology (Honors College)
University of Oregon
Accomplishments
- Board of Directors, University of Oregon Alumni Association
- Board of Directors, American Red Cross
- Board of Directors, ChildHelp, USA
- Board of Directors, Foundation for Blind Children
Founder Management Experience
Gwynn Financial Services, 1991-2020, Established new business model for the company, demonstrating versatility and leadership adaptability., Drove strategic initiatives to improve operational efficiency, aligning with fast-paced, innovative fin-tech industry demands. Focused on team development, performance evaluations, and mentoring, building a foundation for high-performing teams and vetting+ advising superior venture capital opportunities.
References
Available upon request
Founder Management Experience
Gwynn Financial Services, 1991-2020, Progressed through various executive and senior management roles, demonstrating versatility and leadership adaptability., Drove strategic initiatives to improve operational efficiency, aligning with fast-paced, innovative tech industry demands., Focused on team development, performance evaluations, and mentoring, building a foundation for high-performing teams and vetting superior venture capital opportunities.
References
Available upon request
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