Steven Eckert Email & Phone Number

Responsible for all aspects of project management throughout both software development, sales and implementation life cycles including documentation (e.g. RFPs), project scope, schedules, resources, quality control, cost containment and change management. Bridge together key stakeholders such as sales, engineering and clients. Possess working knowledge of Electronic Health Records (EHR), collaborative computing tools, process improvement techniques, information management in healthcare, systems integration, laws and regulations relevant to assigned applications. Conduct project meetings, set and manage client expectations by escalating issues and changes when appropriate. Interface with all areas affected by the project, including internal and external client stakeholders, service organizations, vendors and implementation partners. Manage and review project deliverables and milestones for accuracy, apprises management of issues effecting project status and proposes solutions to same. Responsible for leading the Sales organization’s operations and process improvements to ensure profitable revenue growth. Support and work with company board of directors, management, sales representatives and employees across the entire organization. Accustomed to tight deadlines and time pressures relating to sales cycles and product implementation. Excellent communications skills, both verbal and written.Serve as Investor Relations Manager to interface with third party capital groups, investors and corporate attorneys. Drive the execution of investor relations program; prepare investor relations presentations and business plans. Instrumental in several successful capital raise efforts to meet the needs of this startup business. Manage all logistical details of on-site Annual Stockholders' Meeting, Annual Investor Conference calls and roadshows.

**Acquired by WifiMed Holdings Company Inc.Created a Software as a Service (SaaS) offering using EncounterPro Electronic Health Record (EHR). Key accomplishments include: • Started a SaaS Electronic Healthcare Record business.• Work with clients to ensure all aspects of their EHR deployment is defined, prioritized and executed properly. Manage other Client Services team members, Technical Services, Sales and Support departments to ensure that all deployment tasks/activities are planned, scheduled and completed on time, within scope and within cost.• Lowered barriers for Physicians so they can utilize an EHR without the high upfront costs

Collaborate with Allstate Agents to assess individual financial situations and develop strategic financial planning solutions for clients. Oversee securities transactions, funds transfers, margin accounts, and option trades. Researched and identified proper life insurance, financial products, and estate planning solutions to high-end Allstate clients. Work with legal and accounting counsel to develop estate and succession planning strategies to meet unique needs of clients.Key accomplishments:• Consistently achieved revenue goals by leveraging a combination of products, services and sales partnerships — Top Insurance Producer. • Winner of Line Leaders, Honor Ring and National Conference awards. • Recognized for outstanding professional acumen with national awards for annual production.

Formerly CalFed Investment Services Acquired by CitigroupManaged investment and insurance sales teams in a hybrid platform program with 10 licensed producers. Two of the ten producers ranked in the top 5% of 1,900 platform sales representatives. Maintained top performance by leveraging sales tools coupled with field proven techniques to train representatives on best practices. Responsible for overall recruiting, training, educating, licensing, and motivating employees. Key accomplishments:• Awarded Presidents Club and Circle of Excellence 7 of 12 years.• Spearheaded regional SPWL & LTC sales rollouts.• Coordinated retail branch platform sales training with licensing and compliance departments.• Received top producing branch awards 2 years consecutively.• Recognized for exceeded branch investment goals while maintaining compliance standards and high personal production.• Surpassed customer retention and business development goals by building client base to more than 800 investors. • Managed team to rank in the top 5% of 1,900 platform sales representatives.• Served as collaborative coaching team leader.

Developed client base through network and seminar marketing. Developed and implemented new business development plan, which included calling on customers and prospects. Sold fixed and variable mutual funds and annuities. Consistently met customer services objectives while performing account maintenance. Key accomplishments:• Consistently exceeded established account development and revenue generation goals.