Steve Heilenman LinkedIn Profile

Contact Steve Heilenman www.linkedin.com/in/sheilenman Stephen Heilenman – Global Information Technology Executive | (LinkedIn) CIO | Innovation | Team Leadership Allentown, Pennsylvania, United States Top Skills Summary Vendor Management Program Management * Strategic / Innovation minded with experience in new product/ IT Strategy service ideation, development and management; including marketing, sales, and P&L responsibilities. Honors-Awards * Results driven technology executive with excellent problem- 2019 Philadelphia CIO of the Year solving, communication and decision-making skills. A versatile ORBIE Award Finalist leader with demonstrated success across diverse private and public 2016 SIM Philadelphia Leadership Award industries for businesses ranging from small to large corporations, 2015 SmartCEO's Executive and consulting and non-consulting. Management Award * Established reputation of developing business acumen, corporate focus and sense of purpose within a diverse Information Technology Publications organization to achieve operational excellence and resource "Driving Business Value with efficiency. Innovative Technology Strategies: * Trusted executive team member collaborating with corporate IT Leaders on Strategies for Differentiating a Company and leadership to identify opportunity, provide counsel, develop strategy, Increasing Profit (Inside the Minds)" and align resources and objectives. “Managing IT by Metrics”, Presenter, * Servant leader who mentors and coaches to attract, retain, and CGCIO (Certified Gov. Chief Information Office), Harrisburg develop high performing teams. University, * Willing to travel and open to relocating for the right opportunity. “Innovate or Go Extinct”, Presenter, CIO Forum and Executive IT Summit “IT Takes a Genius”, Presenter, SIMposium, Denver, CO, Become a Master of Change, Areas of Expertise: panelist * Information Technology Leadership * Product Development Strategy and Delivery * Talent Development * Executive Leadership * Board Leadership * IT Strategy and Vision * Revenue Growth * Digital Transformation * Continuous Innovation * Cloud Migration Page 1 of 5

* Cyber Security Strategy and Implementation Career Achievements: * Delivered 100% of committed MRR which led to the doubling of company revenue in less than 1 year. * Transformed CAI’s Enterprise IT to become a revenue generating profit center by creating new innovative IoT products and Digital services for external consumption. * Managed total IT cost to be less than 1% of company revenue through efficient/effective processes and revenue generation. Email me at scheilenman@gmail.com or call me at 484-919-8267 Experience Benefix Chief Information Officer October 2021 - Present (3 years 2 months) Lancaster, Pa Member of the executive management team leading technology, product management, engineering and development, and cyber security for this insurtech start-up. NextGen Innovation Advisors President July 2020 - Present (4 years 5 months) Providing strategic and executive level advisory services. Computer Aid, Inc. Vice President Information Technology / CIO July 2002 - July 2020 (18 years 1 month) Allentown, Pennsylvania Area Demonstrated record of success and achievement at this $760M (4500+ person) global provider of information technology services. Led vision, strategy, and execution for all facets of information technology, with accountability for overall strategy, infrastructure, product innovation, research Page 2 of 5

and development, and international operations. Served as a key member of the senior executive leadership team, reporting to the CEO,, directing IT vision and execution for 6 domestic offices and 7 global destinations. -Transformed CAI’s Enterprise IT to become a revenue generating profit center by creating new innovative products and digital platforms for external consumption. -Migrated all of CAI’s business applications to the cloud. -Created the Robotic Process Automation (RPA) group inside CAI, focused on automating business and operational processes and digital transformation. -Led the operations of three solution/delivery centers (345 resources), with two located in offshore facilities in India and the Philippines. These centers provided support services and delivery for both CAI and CAI customers. -Created cohesion among geographically dispersed and cross-functional teams through establishing a culture of trust, knowledge, and mutual respect and understanding. -Safeguarded mission-critical applications, systems, and information from unauthorized access and distribution through the implementation of a strong Global NIST cyber security strategy. -Leveraged a mentor and coaching leadership style to attract, engage, retain, and develop high-performing teams. Obtained the highest employee satisfaction and lowest attrition across all of CAI. -Reduced IT expenses by 50% while improving service levels and metrics during a period of sustained company growth of 53%; additionally, managed IT cost to less than 1% of company revenue. - Recognized with multiple awards and accolades, including finalist for 2019 Philly CIO of the year. Ashton Technology Group Senior Vice President and Chief Technology Officer for Universal Trading Technologies Corp 1999 - 2002 (3 years) Philadelphia, PA Fulfilled a critical leadership role at this startup provider of specialized financial trading products and consulting overseeing the development of a proprietary trading system to meet the needs of over 100 broker dealers and investment management companies. Recruited based on the value of broad IT and financial systems experience. Page 3 of 5

* Fostered strong relationships with financial firms to build connections and uncover business opportunities. * Led the deployment of the trading system with over 100 financial firms, and completed over 10 FIX to FIX integrations that served as the foundation for full product compatibility and integration. * Accelerated trading system revenue from zero to $2.4MM over three years, powered by over 100 million trading transactions. Vanguard Senior Manager of Systems Integration, Senior Manager of Application Shared Services 1997 - 1999 (2 years) Malvern, Pa Senior Manager of Systems Integration. Managed a team of over 65 resources and an operating budget of $9.5M. Led systems development and ongoing support for the retirement and marketing business units of the retail mutual fund business. Formally reported into the information technology organization and indirectly reported into the Vanguard retirement and marketing business executives. Senior Manager of Application Shared Services. Maintained accountability for the internal IT consulting and development group, overseeing the efforts of 100 team members and a $11.5M budget. Credited with introducing formal procedures and best practices to govern systems development and launching a PMO to monitor initiatives across all five IT divisions. Price Waterhouse LLC Principal Consultant – Advanced Systems Engineering Group, 1994 - 1997 (3 years) Philadelphia, PA Electronic Data Systems Systems Engineer 1989 - 1994 (5 years) Bedminster, NJ Education Page 4 of 5

Widener University BS, Management Information System · (1987 - 1989) Page 5 of 5