Stephen Baldacci Email & Phone Number

North Miami Beach, Florida

- Train new clients on the utilization of ClinicSource software via WebEx or Join.Me and provide on going tier 1 support via email, phone and remote assistance. - Strong focus on Customer On-boarding ensuring a long lasting relationship. - Build custom HTML forms and templates for client use in cloud based EHR program.- Conduct scheduled, private sales.

• Facilitated finance training for nationally-recognized proprietary software for one of the largest medical facilities in south Florida, NetSmart Technologies.
• Trained medical personnel nationwide for successful deployment of the proprietary software and position the medical facilities for a successful roll-out of the EMR systems. This lead to increased efficiency payment.
• Managed and conducted end user coaching/classroom training as well as roll-playing on NetSmart-specified curriculum for groups up to 10 individuals per class for internal and external stakeholders.

Miami/Fort Lauderdale Area

• Support the technology in the learning environment that is aligned with company academic goals and educational objectives. Up to 400 users at the location.
• Log trouble tickets in a proprietary help desk tracking system.
• Resolve common issues with workstations, printers, scanners and other associated devices.
• Work directly with contracted hardware maintenance firms to guide them to trouble spots, identify the problems and to repair items under warranty.
• Frequently tour all classrooms and learning communities to insure that all workstations are operational
• Help to support the technology in an effective classroom environment that encourages a positive, orderly and purposeful student learning atmosphere utilizing technology as a learning tool.

Miami/Fort Lauderdale Area

• Facilitated technology training for nationally-recognized proprietary software for one of the largest medical facilities in south Florida, ChenMed.
• Managed and conducted end user support/coaching/classroom training as well as roll-playing on ChenMed-specified curriculum for groups up to 20 individuals per class for internal and external stakeholders.
• Trained medical personnel nationwide for successful deployment of the proprietary software and position the medical facilities for a successful roll-out of the EMR systems. This lead to increased efficiency of patient.
• Delivered desk side support/coaching for the medical staff for all aspects of the desktop for branch users; all applications, systems and tools.
• Provided technical troubleshooting after software deployment and user set up of custom tailored preferences based on business unit models.

National

• Prepared Private Wealth Management personnel nationwide for a successful conversion to a new proprietary financial platform labeled “3D” and position PWM for a successful rollout of the combined firms’ systems. This.
• Delivered desk side support/coaching for the PWM Group for all aspects of the desktop for branch users for up to 40 individuals. Coaching revolved around all applications, systems and tools including: 3D, Windows 7.
• Provided technical troubleshooting after software deployment and user set up of custom tailored preferences based on business unit models.

San Juan, Puerto Rico

• Created and executed a project plan in conjunction with new policies and procedures which were developed due to poor regulatory findings by FDIC. This lead to continued operations in the bank.
• Developed new learning and development strategies for the organization such as timelines, targeted audience, and established a communication line to their various department SME’s which created synergy in the.
• Guided client to create an annual training schedule based which follows their policy update timeframes.

National

• Prepared Private Wealth Management personnel nationwide for a successful conversion to a new proprietary financial platform labeled “3D” and position PWM for a successful rollout of the combined firms’ systems. This.
• Delivered desk side support/coaching for the PWM Group for all aspects of the desktop for branch users for up to 40 individuals. Coaching revolved around all applications, systems and tools including: 3D, Windows 7.
• Provided technical troubleshooting after software deployment and user set up of custom tailored preferences based on business unit models.

Riviera Beach, FL

• Created a business plan and executive summary for private financing opportunities through my network of contacts which resulted in securing $557,000 BLOC with BHG Inc and the FEFC with no collateral. Continuously.
• Managed the inaugural certification of financial audits for 2008 and 2009.

• Increased deposit base from $18 million to $34 million through business development and creating enduring relationships with existing portfolio relationships.
• Increased investment revenue by 100% YOY through identifying potential client’s needs and referring the business to the investment executive.
• Coached internal sales associates (PFR’s) and tellers on techniques used to gain consumers’ interest during the sales experience resulting in increased sales.
• Managed all day-to-day operations of the bank including: sales process, audits, reporting, trouble shooting, ordering cash supply, scheduling, coaching, meeting/setting goals, etc.

• Coached internal sales associates (PFR’s) on techniques used to gain consumers’ interest during the sales experience resulting in increased sales and deposits.
• Promoted to assistant bank manager within two months.
• Cultivated an environment that ensured positive customer experiences.

• Created and implemented a custom forecasting program in Excel for the president of the company, which by 10:00 AM, it would be 1% off in volume for the remainder of the day (Pre IEX – TotalView).
• Developed program in Excel for obtaining and reporting the previous day’s statistical and financial information for the CEO and senior executive and managerial staff---EOS Report (End of Shift).
• Managed call flow through the use of Avaya’s Business Rules and Best Service Routing (BSR) among three site locations (Boca Raton – FL, Huntington – WV, Ashland – KY) which led to prompt service of customer inquiries.
• Met and exceeded daily answer rate requirements as set forth by our executive staff.
• Performed full administrator functions for the IEX – TotalView forecasting tool which predicted call volume, generated schedules, updated database, etc. One of three chosen to go through certification process.
• Full administrator to Avaya's Call Center Management System which is the core of our daily operations. Increased daily operational productivity of our three sites in regards to our blend utilization by strategically.

Education record

Education record

Education record