Dave Malmstedt

Dave Malmstedt Email and Phone Number

Insurance and Technology Executive and Managerial Professional with 20+ years of experience successfully driving revenues and building teams. @ Family First Life
Dave Malmstedt's Location
Portland, Oregon Metropolitan Area, United States, United States
Dave Malmstedt's Contact Details
About Dave Malmstedt

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.

Dave Malmstedt's Current Company Details
Family First Life

Family First Life

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Insurance and Technology Executive and Managerial Professional with 20+ years of experience successfully driving revenues and building teams.
Dave Malmstedt Work Experience Details
  • Family First Life
    Independent Insurance Agent
    Family First Life Aug 2020 - Present
    Uncasville, Connecticut, Us
    Our 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
  • Newberg Tax Services
    Licensed Tax Preparer
    Newberg Tax Services Jan 2019 - Present
  • Independent
    Financial Planner
    Independent 2014 - Present
    I 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.
  • Drm Associates
    Practice Manager
    Drm Associates Jan 2009 - Dec 2016
    Deliver 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.
  • Vincera, Inc. (Formerly Known As Smarte Solutions)
    Chief Executive Officer
    Vincera, Inc. (Formerly Known As Smarte Solutions) Apr 2002 - Dec 2008
    Catalyzed 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.
  • The Kernel Group, Inc. (Now Veritas Software)
    Chief Operating Officer
    The Kernel Group, Inc. (Now Veritas Software) Sep 2000 - Dec 2001
    Transformed 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.
  • Legato Systems, Inc. (Fulltime Software, Inc.)
    Executive Vice President, Field Operations
    Legato Systems, Inc. (Fulltime Software, Inc.) Jan 1998 - Apr 2000
    Grew 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.
  • Candle Corporation (Now Ibm)
    Vice President Of Sales, Americas And Asia Pacific
    Candle Corporation (Now Ibm) Aug 1995 - Dec 1998
    Directed 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%.
  • Legent Corporation (Now Ca)
    Vice President Of Sales
    Legent Corporation (Now Ca) 1989 - 1995
    I 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.
  • Business Software Technology, Inc.
    Regional Director
    Business Software Technology, Inc. Feb 1984 - Nov 1989
    I 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

Enterprise Software Start Ups Saas Strategy Professional Services Management Product Management Sales Management Strategic Partnerships Go To Market Strategy B2b Business Intelligence Business Development Leadership Strategic Planning New Business Development Cloud Computing Sales Process Analytics Solution Selling Marketing Management Consulting Sales Security Selling Executive Management Crm Team Building Product Development Change Management Mergers And Acquisitions Training Entrepreneurship Outsourcing Channel Partners Business Planning Consulting Software Industry Negotiation Managed Services Business Alliances Pre Sales Leadership Development Disaster Recovery Operations Dlp Mergers P&l Income Statement Strategy Development

Dave Malmstedt Education Details

  • Control Data Institute
    Control Data Institute
    Computer 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?

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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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