Dave Malmstedt Email and Phone Number
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With a successful career in the software industry and providing operational and management guidance to companies, I’ve now added the role of Insurance and Investment Advisor Representative. I’ve seen firsthand the needs that everyone – myself, my peers, and business owners - have for navigating and maximizing their financial goals. Working collaboratively with people to develop and execute a clear, straight-forward financial game plan to achieve their goals was a driving factor for me in becoming a Financial Planner.Specialties For the Financial Services Industry: Comprehensive Financial Planning, Executive Benefits, Disability Insurance, Life Insurance, Retirement Plans, Health Insurance, and LTC. Specialties For the High Tech Industry: B2B and B2C Sales, P&L, Strategic and Operational Analysis, Planning and Execution, M&A, Finance, P&L, Market Positioning, Branding, Product Development, Distribution Channels, SaaS, Security Marketplace, Sandler Selling Process, successful team building, board experience.
Family First Life
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Independent Insurance AgentFamily First Life Aug 2020 - PresentUncasville, Connecticut, UsOur mission at Family First Life, is to make the families we protect and the families of our agents our number one priority. Trust and loyalty is not given it is earned and all of us at Family First will give everything we have to earn it with our clients and our agents.We specialize in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies and retirement protection through the use of fixed index annuities. We have multiple A rated insurance carriers that we work with in order to be able to meet all the client's needs -
Licensed Tax PreparerNewberg Tax Services Jan 2019 - Present
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Financial PlannerIndependent 2014 - PresentI work with clients, both individuals and small businesses, to listen to their needs and provide insight, expertise, acumen, and leadership to design, develop, position and execute financial plans, insurance plans, and healthcare solutions.Products provided are investments, small business capital raises, healthcare insurance, life insurance, key man insurance, Long Term Care, Disability Insurance, and Annuities.
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Practice ManagerDrm Associates Jan 2009 - Dec 2016Deliver energy, insight, expertise, acumen and leadership required to promote the success of a management consulting practice and its client companies. Cultivate decision makers of high technology ventures at pre-revenue and start-up stages. Mentor executive officers; refined business and financial plans; develop organizational structure and focus. Draft sales/marketing collateral and contracts. Assist in equity and debt financing, and new business. Solve problems; drive sales and spearhead special initiatives. Work with business owners to help operate their businesses as well as assist in the selling of assets/companys.* Working with Independent Service Provider for FedEx to assist in operating their business as well as orchestrating the asset sale for existing operation at premium pricing.* Finalized debt financing for client on schedule to launch new products in 2010; expanded a product portfolio to add SaaS (Software as a Service) to existing development and managed services.* Devised go-to-market strategy for a client combining leading-edge technologies into a total care solution for the healthcare industry.* Guided business planning and financing process for a company that place 3rd in the 2009 Forbes list of America's Most Promising Companies.
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Chief Executive OfficerVincera, Inc. (Formerly Known As Smarte Solutions) Apr 2002 - Dec 2008Catalyzed evolution and growth of a B2B document security specialist with unique technology for managing digital assets. Developed capital and operating budgets. Created marketing programs and oversaw sales through channel partners and key accounts development. Recruited key personnel, managed critical relationships, regulatory reporting with sole responsibility for P&L, elected to the board of directors as chairman.* Refocused the product line; resized the organization and outsourced functions outside core competencies which reduced expenses.* Worked on the process to take the company from a private to a public company using the Form 10 process, and raised $+6,400,000 in funding and converted $+2,400,000 in debt to equity; worked with SEC attorney and outside accountants.* Partnered with Microsoft's gaming division to develop proprietary piracy management solution that expanded potential in the DLP (data loss prevention) market.* Repositioned original company from a tool provider with minimal revenues, to a software solutions firm and sold the business to Smarte Solutions in 2004 (new company named Vincera Software, Inc.).* Developed e-customer predictive analytics for business intelligence markets and persuaded Hoovers Online and Lincoln Financial Group to become first adopters.
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Chief Operating OfficerThe Kernel Group, Inc. (Now Veritas Software) Sep 2000 - Dec 2001Transformed The Kernel Group from a consulting firm into a provider of a premier disaster recovery software suite that generated $3,000,000 in 9 months. Established key partnerships with IBM/Tivoli, Veritas Software and EMC. Opened sales offices in the US, Canada, Belgium and Germany. Elected to the board of directors, I worked hand in hand with the CDO and our Venture Firm, Updata Partners, in negotiating the company's cash sale to Veritas Software at 16 times the projected annual revenue.
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Executive Vice President, Field OperationsLegato Systems, Inc. (Fulltime Software, Inc.) Jan 1998 - Apr 2000Grew sales 40% for Legato Systems storage management solutions; led field operations (Sales, marketing, channels, and professional services) with 510 employees, a budget of $91,000,000 and revenues of $225,000,000. Branded the Legato Continuum that established market identity for combined technologies of 4 acquisitions in a year as a comprehensive enterprise solution.At FullTime Software, refocused the company from a reseller to a software developer creating the industry leading bare metal restore product, won contracts with FedEX and worked with the CEO to secure acquisition by Legato Systems in 10 months at 4.5 times the stock price as traded.
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Vice President Of Sales, Americas And Asia PacificCandle Corporation (Now Ibm) Aug 1995 - Dec 1998Directed a $200,000,000 business for one of the world's largest independent software and services company, achieving a growth rate of 55% and contributed $30,000,000 in profit. We increased the number of $+1,000,000 contracts in a year from 3 to 38, utilizing a formal sales process by all field personnel and product management teams (Sandler Selling System). We grew annual maintenance revenues by $+6,000,000. We pioneered a new market and exceeded sales plan by 27%.
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Vice President Of SalesLegent Corporation (Now Ca) 1989 - 1995I was responsible for sales and support of Legent's products within the central area of the US (14 states); lead a staff of 79; ranked #1 producer; top % of Presidents Club honors. We had the lowest expense-to-revenue ratio; exceeded quotas in 5 years; pioneered enterprise licensing and partner programs, which became standards in Legent.
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Regional DirectorBusiness Software Technology, Inc. Feb 1984 - Nov 1989I was a co-founder of the company and was responsible for all product and consulting sales within the Central part of the US (21 states). During my tenure I participated in all facets of the company including product development, consulting, marketing, product management, sales, and support. We built company from a start up of 4 employees to 130 employees (acquired by Legent Corporation in November 1989); grew revenues from $300K first year to approximately $13.5M at acquisition time. I developed the company’s first product – RunTime Evaluator, a runtime performance monitor for an industry leading DB/DC system; and initially designed and developed a proof of concept for ENDEVOR - a Change Management Systems for Cullinet’s IDMS and IBM’s MVS. The company was acquired by Legent Corporation for approximately 3.5 times estimated revenues in a stock deal. The company was subsequently acquired by CA in 1995, which was the largest acquisition of a software company at that time.
Dave Malmstedt Skills
Dave Malmstedt Education Details
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Control Data InstituteComputer Programming
Frequently Asked Questions about Dave Malmstedt
What company does Dave Malmstedt work for?
Dave Malmstedt works for Family First Life
What is Dave Malmstedt's role at the current company?
Dave Malmstedt's current role is Insurance and Technology Executive and Managerial Professional with 20+ years of experience successfully driving revenues and building teams..
What is Dave Malmstedt's email address?
Dave Malmstedt's email address is dm****@****emc.com
What is Dave Malmstedt's direct phone number?
Dave Malmstedt's direct phone number is +142424*****
What schools did Dave Malmstedt attend?
Dave Malmstedt attended Control Data Institute.
What are some of Dave Malmstedt's interests?
Dave Malmstedt has interest in Golf, New Technology, Training.
What skills is Dave Malmstedt known for?
Dave Malmstedt has skills like Enterprise Software, Start Ups, Saas, Strategy, Professional Services, Management, Product Management, Sales Management, Strategic Partnerships, Go To Market Strategy, B2b, Business Intelligence.
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