1. Frank Malmstead
3822 Alisa Ann Drive, Corpus Christi, TX ▰ (425) 870-0411
frankmalmstead@gmail.com
http://www.linkedin.com/in/frankmalmstead
OVERVIEW
Results-driven professional with a diverse account / project management and customer service background is enthusiatic to contribute
progressive leadership, communication, technical and logistical skills toward supporting an organization.
Areas of expertise include:
●Project Management ●Customer Service ●Management
●Business Development ●Account Management ●S.E.C. Regulations
●Event Coordination ●New Technology ●Printing
●Marketing ●Vetting Startups ●Testing Software
EXPERIENCE
Kelly Services (Corpus Christi, TX) - Apple iOS senior advisor 2015 - Present
• Trained in customer service, research, iOS and Mac+ devices and escalation of services.
• Maintaining an excellent customer satisfaction record.
• Assist customers in all inquiries of Apple iOS devices including iPhones, iPads, iPods, Apple Watches as well as all Mac
computers.
IBC Bank (Corpus Christi, TX) - Account Representative 2015 - 2015
• Trained in all aspects of banking laws, rules and regulations.
• Maintained customer satisfaction, opened accounts and bank.
Gerson Lehrman Group (Palo Alto, CA) - Independent Consultant 2012 - 2015
• Council Member consulting with all sizes of businesses as a subject matter expert on subjects including S.E.C. rules and
regulations, printing processes, customer service, promotions and event coordinating.
Farmers Insurance (Palo Alto, CA) - Insurance agent customer service representative 2014 - 2015
• Provides customer service to external customers which includes the application of basic and intermediate underwriting guidelines,
discounts, pricing options and coverage’s for all lines of business. Provides agent support with quoting, policy processing, cross
selling and marketing activities. Utilizes core competencies and skills to maximize customer experience.
Merrill Corporation (Palo Alto, CA) - Senior Project Manager 2011 - 2012
• Over ten years of industry experience with a full variation of roles and responsibilities in Project Management within Capital
Markets, Compliance and Mutual Funds.
• Demonstrated success building and leading diverse, cross disciplinary team of resources in high pressure and time sensitive
environments. Knowledge within S.E.C. rules and regulations, financial services, printing, electronic media and technological and
marketing product development.
Bowne Corporation (Seattle, WA & Palo Alto, CA) - Senior Project Manager 2007 - 2011
• Successfully operated as the point person for the entire Western Region during the evening hours.
• Maintained full accountability for executing all facets and phases of daily project management activities including developing and
managing client communications.
• Communicated with clients concerning compliance, transaction, prospectus and mutual fund printing as well as S.E.C. filings and
actively resolve inquiries and concerns in order to maintain positive relationships with clients. Actively liaise between clients,
sales and management to effectively focus activities.
• Effectively achieved client goals and expectations, including providing superior customer service.
• Troubleshot deficiencies and implement effective and efficient solutions.
• Supported corporate executives, attorneys, auditors and additional members of working groups regarding compliance and
prospectus filings with the S.E.C. to ensure world-class service.
• Self-trained in proprietary software including composition functions, typesetting and XBRL functionality.
• One of the original members of the Bowne Elite Service Team (B.E.S.T.), the mobile client facing service team.
Manor Heights Estates (Lynnwood, WA) - Property Manager 2005 - 2007
• Effectively managed all aspects of property management to ensure highest levels of profitability, client services and overall
satisfaction.
• Built dynamic relationships with clients to facilitate repeat, referral and new business.
• Analyzed and reviewed work product and general operations to minimize loss prevention issues and ensured that superior
customer service is provided.

2. • Effectively liaised between owners, attorneys and tenants; reviewed and analyzed contract bids, negotiated with vendors and
ensured all agreements strictly complied with state rules and regulations.
• Handled duties including preparing statements for owner and residents, prepare lease and rental agreements, and upgrade
properties in order to maintain profitability.
RR Donnelley & Sons (Seattle, WA) - Senior Project Manager 2000 - 2005
• Provides support to C.E.O.'s, C.F.O.'s, Legal and Compliance Department attorneys, and auditors in a fast paced setting with ever
changing priorities on specific mutual fund, compliance and prospectus filings with the S.E.C. to ensure world-class service.
• Maintains contact with internal and external parties with a high level of professionalism, intellect, and preservation of
confidences.
• Performed detailed analyses on issues surrounding current SEC news, Sarbanes-Oxley financial and accounting disclosures;
liaised between internal and external parties; served as a point person for all proprietary software.
• Trained in composition functions, such as converting Word, Excel, PowerPoint, pdf and scanned documents into XBRL, HTML,
and typeset documents and edits of typeset and HTML documents.
• Deal Management contributor in User Acceptance Testing (UAT) of proprietary software (ProFile).
• High rate of volunteering. Member of the Cultural Diversity Team and Inclusion Council.
EDUCATION
Everett Community College (Everett, WA)
• Curriculum included courses designed for Marketing, Management, Accounting and Business Administration.
• Member of the Phi-Theta Kappa fraternity.
• Recognized for outstanding achievement on the National Deans List two years consecutively.
OTHER INFORMATION
• One of the founding members of the Downtown Everett Business Association, Everett, WA.
• I owned and ran a successful music promotional business.
• Self-educated in a vast array of subjects.
• Completed a Carpentry Apprenticeship.
• I enjoy scuba diving, raising Saltwater Fish, hiking, climbing, biking and shopping for antiques.
VOLUNTEER EXPERIENCE
Cantor Arts Center at Stanford University (Stanford, CA) 2013
• Confirm rights to materials for display at Cantor Arts Museum at Stanford University.
MobileMonday (San Francisco, CA) 2014 - 2015
• Event Organization.
Momentum Accelerator (San Francisco, CA) 2014 - 2015
• Event Organization.
• Vetting / Evaluating Start-up Companies.