FINAL Summit Medical Group RFP

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Brokerage Services for Insurance and Employee Benefits

Organizational Chart

The organizational chart listed below gives an illustration of how the team will work to maximize CBIZ’s resources on

Summit Medical Group’s needs. Cole Harris will be ultimately responsible for coordinating the resources CBIZ

provides to Summit Medical Group.

Note: The below chart utilizes the descriptions and capacity each individual will serve for this project, and not their

actual title, nor their direct report for employment.

Kara Brown,

TSOD Manager

Cole Harris,

Account Executive

Lou Amato,

Benefit Strategist

Karen McLeese,

ERISA Attorney

Fred Schremp,

Financial Strategist

LaTonia McGinnis,

Wellbeing

Ronald Deterding,

Underwriter

David Rubadu,

Actuary

Joseph Shorter,

Financial Analyst

Mike Zuccarelli,

Pharm D

Kari Presley,

Account Manager

Andrew Morris,

Communications

Kelly Abbott,

Plan Marketing

Service Team,

Benefits Advocacy