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Brokerage Services for Insurance and Employee Benefits

Subject Matter Experts (Question 10)

A benefit to being a part of a National Organization is the ability to lean on Subject Matter Experts for areas of need

to our clients. Below is a list of subject matter experts we have as resources which we feel could benefit Summit

Medical Group:

:

Lou Amato, Regional President

•30 years of Health Care Experience

•Population Health Management Expert

Anthony Consoli, National Health Care Practice Leader

•Specializes in creative Medical Malpractice consultation

•Over 20 years of Health Care Experience

Karen McLeese, Vice President of Regulatory Affairs

•Expert in Health Care Compliance and Reform

•Reviews and interprets Federal and State laws and regulations impacting

employee benefits

David Rubadu, FSA, MAAA, CLU, SVP of National Health

Care Actuarial Services

•Expert in feasability analysis for funding vehicles of health plans and Captive

creation

Michael Zucarelli, Pharm D

•Expert in Pharmacy Benefit Management platform evaluation and consulting

•Clinical recomendations as it pertains to formulary management

Samuel Donio,CBIZ KA President

•Revenue Cycle Specialist in Medicaid and Self-Pay services, ICD-10 Audit,

Benchmarking Services, Medical Records Management Services, etc...