Dave Malmstedt
Insurance and Technology Executive and Managerial Professional with 20+ years of experience successfully driving revenues and building teams.
- Role
- Independent Insurance Agent at Family First Life
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
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.
Experience
Independent Insurance Agent
Aug 2020 — Present · Portland, OR, 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
Education
Control Data Institute
Programming Technology, Computer Programming
Skills
- Business Development
- Business Alliances
- Business Intelligence
- Negotiation
- Software Industry
- Professional Services
- Channel Partners
- Marketing
- Pre-Sales
- Consulting
- Disaster Recovery
- B2b
- Operations
- Outsourcing
- Leadership Development
- Go-to-Market Strategy
- Dlp
- Cloud Computing
- Management Consulting
- Saas
- Change Management
- Crm
- Executive Management
- Solution Selling
- Business Planning
- Strategic Partnerships
- Strategic Planning
- Product Management
- Mergers
- Managed Services
- Selling
- Start-Ups
- Product Development
- Sales Process
- Analytics
- Sales
- Mergers & Acquisitions
- Entrepreneurship
- Strategy Development
- Team Building
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