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Biography

Josh is a professional financial and operational auditor with Sarbanes-Oxley experience and legal education. He is also a Certified Internal Auditor and Certified Fraud Examiner. He brings both corporate compliance and accounting leadership skills as well as CPA knowledge to the table at WellBe.

Specialties: accountancy, attorney, bank reconciliation, billing, cfo, closing, database administration, dec, financial, iso 9000, legal, legal research, litigation, lotus notes, microsoft excel, office management, policy analysis, quickbooks, reports, retail, sales, sarbanes-oxley, strategic, telephone skills,

Experience

Du Page Medical Group – Vice President, Compliance & Health Information Services; Privacy Officer
Cancer Treatment Centers of America Global – Interim Chief Compliance Counsel
Tenet Healthcare – Chicago Market Compliance and Privacy Officer

Education

University of Illinois Chicago School of Law, JD
Nothern Illinois University, BS

Licenses & Certifications

Licensed Attorney (IL)
Licensed Certified Public Accountant (CPA)
Certified Internal Auditor (CIA)
Certified Fraud Examiner (CFE)
Certified in Healthcare Compliance (CHC)

Biography

Nancy Zaner is a transformative and forward-thinking healthcare executive with a proven track record of expertise and accomplishment in all facets of operations, compliance, quality control, business development, strategic planning, finance, performance improvement, associate retention, and clinical staff development.

Throughout her career, Nancy has leveraged her extensive nursing, clinical operations, and board membership experience to engage and lead diverse teams and deliver programs that propel world-class patient care. She achieves results through collaboration and excellent communication, developing and investing in others while removing barriers and stressing personal accountability.

Nancy has spent the past two decades focused on improving patient access and elevating the role of nurse practitioners in supporting patient care needs. She has worked in the healthcare retail industry to create more options for urgent care, after-hours, and weekend care, and has helped to drive cultural change in the healthcare industry to address these issues. Nancy has also dedicated time to serving uninsured and disenfranchised patient populations and advocating for patients’ rights.

Through her dedication and leadership, Nancy has played a crucial role in shaping the landscape of healthcare in this country. Her journey has been driven by a passion for improving access to care and a love for geriatric patients, and she continues to work towards a healthcare system that serves the needs of all individuals.

Experience

Aspire Health Inc. – Clinical Director
Walmart – Chief Nurse Practitioner Officer
CVS Health/Minute Clinic – Area Director, Clinic Operations
Take Care Health Systems – Regional Vice President, Clinic Operations
Kansas City Free Health Clinic – Director of General Medicine

Education

Park University, MBA
Research College of Nursing, MSN, Nursing/Family Nurse Practitioner

Biography

Brie is a healthcare professional with a broad range of operational delivery experience, with special emphasis on helping provider organizations scale and systematize operations in order to best support our clinical team. Prior to joining WellBe, Brie served as Senior Vice President of Customer Onboarding and Integration at R1 RCM – a leading provider of technology-driven solutions that transform the patient experience and financial performance of healthcare providers – where she led the onboarding of over $30B in Net Patient Service Revenue and oversaw the integration of acquired entities into the broader R1 portfolio. Brie brings deep experience in process optimization and leveraging technology to achieve consistent value creation.

Experience

R1 RCM
- Senior Vice President, Customer Onboarding & Integration
- Vice President, Commercial Planning & Growth
- Vice President, Customer Onboarding & Integration
- Director, Customer Onboarding & Integration
PwC
- Audit Analyst
Merrill Lynch
- Financial Analyst, Wealth Management

Education

University of Chicago Booth School of Business, MBA
University of Michigan – Stephen M. Ross School of Business, BA

Biography

Dr. Kothari is on a mission to make healthcare better for every patient across the United States. From an early age, Dr. Kothari realized that healthcare needs to be better. He saw the challenges that patients face and he knew the system needed to evolve. He pursued medicine to create positive change in healthcare, and during his endeavors realized the biggest impact he could make was improving the healthcare system.

Dr. Kothari has a rare blend of consumer-based knowledge alongside a depth of patient care and behavioral change knowledge that enables him to shape care models, enhance service delivery, and optimize the patient experience in the healthcare vertical.

As the former Head of Health Care Strategy at Rock Central, a Detroit-based professional services company, Dr. Kothari drove the overall healthcare strategic framework for the Rock Family of Companies, including Rocket Mortgage, Bedrock, the Cleveland Cavaliers, etc. He was a special advisor across Rock initiatives, including the Rocket Mortgage Classic, Super Bowl initiatives, the Gilbert Family Foundation, and notably the Covid strategy lead. He also led the partnership with Premise Health which operates the Rock Health Collective – the Rock Family of Companies’ state-of-the-art value-based health and well-being center.

Dr. Kothari advises several state and federal health-related initiatives including the relationship with the State of Michigan and the Michigan Economic Recovery Council (MERC) COVID-19 task force, the Michigan Task Force for Office Re-Entry, the Innovation Institute for Fan Experience, Bloomfield Hills School District and Youth Social Solutions Hackathon.

He is the founder of Renaissance Health, which grew to become a national leader in healthcare innovation by combining the precision of data science with the power of relationship-based care. He spearheaded large-scale implementations of value-based and full-risk models of care and reimbursement for large employers, government products, unions, health plans, and health systems. He was a co-developer of the Ambulatory Intensive Care Unit model and complex care programs that are used across the United States.

Experience

Health Care Strategy, Rock Family of Companies (Rocket Mortgage)
National and State of Michigan COVID-19 Team
Founder of Renaissance Health
Co-Founder Harvard Forums on Health
Special Advisor to the Chairman – The Atlantic
Medical Director, The Advisory Board Company

Education

University of Michigan, MD
Georgetown University, Clinical Training
University of Michigan, BS

Biography

Scott Robbins our SVP of Talent Acquisition has over 20 years in the healthcare human capital space. He has supported organizations in size from private equity-backed startups to large non-profit hospital systems. Scott most recently built the talent acquisition function for Aspire Healthcare that was recently acquired by Anthem BCBS Inc. His core philosophy is building diverse work cultures that foster inclusion, creativity, and most importantly “People First”.

Education

California Coast University, Health/Health Care Administration/Management

Jacob Juhn

Biography

Jake has spent his career building world-class health systems by leveraging data and analyzing it in a meaningful way. Most recently, he worked with Optum, Molina, and CareMore. Jake finds connections between seemingly disparate information and operationalizes new processes to shift the trajectory of healthcare organizations. Jakes’s focus is drawn to utilization management, quality measurement, and HCC reporting and tracking. To date, Jake has improved patient care for thousands by locating the right levers to create lift and momentum within health plans and providers. Jake holds an MBA from the University of Southern California and a BS from St. Ambrose University.

Education

University of Southern California, MBA
St. Ambrose University, BA

Mike Stuart

Biography

As a business development executive and growth strategist, Mike has spent his entire career driving commercial strategy and ensuring partnership success. He is passionate about serving complex, vulnerable populations and making a meaningful impact on personal health and well-being. Throughout his career, Mike has led sales and revenue growth for a range of early-stage venture startups and established healthcare companies focused on technology, population health, and value-based care delivery.

Prior to joining WellBe Senior Medical, Mike was the Senior Vice President of Corporate Development at Somatus, successfully leading business development and establishing the company as a market leader in kidney care. Prior to Somatus, Mike led partner development initiatives at Evolent Health serving health plans and providers through value-based care models. Mike began his healthcare career with commercial roles at Kyruus, Skadden Arps, and The Advisory Board Company in Washington, D.C.

Outside of work, Mike spends time with his wife traveling, boating and crabbing on the Chesapeake Bay, and planning their next DIY home renovation project.

Mike holds a BA in International Relations and Political Science from Brown University.

Education

Brown University, International Relations and Political Science

Biography

Dedicating his career to healthcare marketing, Brian is passionate about improving the lives of patients through storytelling and building brands that change lives. Developing new strategies, processes and resources that create value fuels Brian. Throughout his career, Brian has worked across several care models including physical therapy, occupational therapy, home health, and value-based medicine. During his time at Athletico Physical Therapy, he led the integration of over 300 physical therapy clinics consisting of seven brands and organically opened more than 100 clinics throughout 15 states. Working at a business-to-business marketing agency, Brian focused on multiple verticals and clients ranging from building products to medical equipment.

Being part of the healthcare delivery system evolution is important to Brian – Integrating powerful care models and impactful brands alongside clinicians that practice at the top of their license allows each day to be filled with inspiring moments that lead to improving the lives of patients and communities.

Outside of work, Brian is an avid foodie, traveler, and always has an ear out for new music. Brian’s greatest joy in life comes from spending time with his family.

Brian holds a BA in Integrated Marketing Communications from Illinois State University.

Education

Illinois State University, Integrated Marketing Communications

Biography

A dedicated leader, Sara has been a nurse for over 20 years finding her passion as a Nurse Practitioner in providing home based geriatric and palliative care. She has experience working in academic, local and community-based organizations focusing on the most critically ill and vulnerable populations of adults. Sara brings this career long commitment to improving the care delivery for older adults to WellBe Senior Medical where she will train and develop the clinical teams to provide the highest quality of care with unsurpassed levels of compassion and knowledge.

Sara made the transition to nurse leadership at Aspire Health where she opened and managed markets in Michigan, Indiana and Chicagoland. Sara trained over 50 NPs and SWs in home-based palliative and chronic care with a census of over 1000 patients. She exceeded clinical and operational outcomes and maintained very high retention rates.

Sara completed a fellowship in Nursing Leadership at Duke University in 2017 and continues her training through the American College of Healthcare Executives. She mentor’s healthcare professionals in palliative care and communication through the Coleman Foundation led by the University of Chicago. Sara is also involved in the American Association of Home Care Medicine and continues to see patients in the Chicago market.

Education

Duke University
Rush University
University of Rhode Island

Biography

Professionally, Dan is passionate about the business of healthcare. He has served as an advisor to healthcare entrepreneurs and supported significant investments in a variety of healthcare services businesses. Personally, he is the proud grandson of two women who have largely shaped who he is today. For more than 10 years, he has experienced first-hand the many ways in which the U.S. healthcare system has failed when it comes to care for the elderly. His passion for healthcare, and for the mission at WellBe Senior Medical, is all about his love for his grandmothers and his belief that we can do better for our seniors, who deserve dignity, respect and compassion.

With an eye for what helps companies succeed and what works in healthcare, Dan brings to WellBe sharp experience in finance, health economics and analytics. He also brings a sense of mission from his own family’s experience, getting lost in a system that doesn’t always work for the patient and caregivers. Dan sees his own philosophy of love and respect for his family translated into the vision of compassionate care at WellBe Senior Medical. As chief of staff at WellBe, Dan is committed to achieving his goal to help make the U.S. healthcare system better for patients and their families, and more financially sustainable for the country.

Dan has a bachelor’s in economics and international studies from Yale University and a master’s in business administration from Harvard University.

Education

Yale University
MBA Harvard University

Biography

As a senior technology and business executive, Denise believes in transformation. For 25 years, she has led, built and grown technology teams to help deliver what businesses need: the data, information and systems that customers, employees and people depend on. She brings her sense of passion and mission to WellBe Senior Medical to develop technology that can help transform care for patients and clinicians.

Denise joined WellBe Senior Medical from ChenMed, an innovative primary care practice providing concierge-level, primary care to low- and moderate-income Medicare Advantage beneficiaries. As chief technology officer at ChenMed, Denise transformed an under-performing IT organization, setting a modern, agile technology vision, hiring the experts to implement it and creating a contemporary, inclusive IT culture. She created a sustainable and differentiated IT platform for ChenMed and helped the practice develop its distinctive primary care model for senior patients.

Prior to joining ChenMed, Denise held positions as a global CTO at Deutsche Bank and Premier Healthcare Alliance. At Deutsche Bank, Denise led more than 8,000 people in four global development centers. At Premier, her tenure gave Denise her first experience in healthcare and inspired her sense of mission to serve patients and work to deliver more comprehensive, coordinated care.

As CTO for Premier, Denise was responsible for revamping a complex data platform that supported the company’s payers, providers and supply chain partners. This platform supported 3,500 hospitals and more than 80,000 non-acute care sites. Receiving 1 out of every 3 discharges in the United States on a monthly basis, this effort enabled millions of dollars of savings across the alliance. As a result of her leadership, Denise received the coveted CTO Innovation award from IBM.

Earlier in her career, Denise gained significant experience in Fortune 500 companies, leading technology change programs and implementations. She has a formal education in Electrical Engineering, Computer Science and Physics.

Leadership

Global CTO, Deutsche Bank & Premier Healthcare Alliance

Education

Appalachian State University
MS NC State University

Biography

A dedicated healthcare executive, Caroline Khan has a record of improving patient care. Throughout her career, Caroline has focused on building programs that enhance quality care for patients and create a better experience for clinicians, while improving overall efficiency. She has served in key leadership positions in managed care, fee-for-service and government funded programs and now brings the depth of her experience and talent to the chief operating officer position at WellBe Senior Medical.

From early in her career, Caroline has been instrumental in driving transformation in patient care and clinical excellence. In her role as vice president of Operations at HealthCare Partners Medical Group, she led one of the original CMS Demonstration projects for in-home care and was a key influencer in creating the original HealthCare Partners High Risk Clinic and Palliative Care Program. At Molina Health Plan, she served as president of Care Connections, the national in-home nurse practitioner program to provide care to the most vulnerable and highest risk dual eligible (Medicare/Medicaid) members.

Caroline also served as vice president, Clinical Transformation at HealthCare Partners; chief operating officer at Cigna Medical Group; vice president and chief of staff at Molina; and chief operating officer, West Region, for Prospect Medical Holdings.

She holds a master’s degree in Healthcare Administration from the University of LaVerne and is working toward a doctorate in Public Administration. Caroline has served on several boards, including Talbert Ambulatory Surgery Center and College of Osteopathic Medicine of the Pacific.

Boards

Talbert Ambulatory Surgery Center
College of Osteopathic Medicine of the Pacific

Education

MHA University of LaVerne
Candidate, PhD Public Administration

Biography

A committed physician, Dr. Iyad Houshan began his professional life teaching aspiring doctors what medicine could be. He has worked through his career and now joins WellBe Senior Medical to make that vision a reality, delivering the highest quality care to patients, while meeting or exceeding the business goals associated with healthcare delivery.

With more than 15 years in medicine, Dr. Houshan has been a leading voice in the successful delivery of care and services for older patients with complex, chronic conditions. To improve overall quality of life for these patients, he has focused on building care models that treat the whole patient. He has led teams of clinicians in this approach at organizations including University of Nevada School of Medicine at Reno and Las Vegas, Care More Health plans and Health Essentials.

As chief medical officer at Health Essentials, Dr. Houshan led his clinical team to design treatment offerings around the specific patient needs to eliminate fragmented care, improve costs and enhance patients’ quality of life. As the company expanded, Dr. Houshan and his team ultimately served 1,000 patients in home hospice and facility-based care, with operations at seven sites across three states. In addition to his work at Health Essentials, Dr. Houshan developed a comprehensive at-home care program as senior medical officer at Alignment Health and expanded community care centers to six states and 7,000 members as senior medical officer for Care More Health plan. At every health plan he was part of, focus on quality of care was reflected in a 4-STAR rating or better.

Dr. Houshan is a sought-after speaker with the American College of Physicians (ACP), has served as a preceptor, a researcher, and has published articles focused on cardiac surgical procedures.

Dr. Houshan received his bachelor’s degree in Chemistry from University of California San Diego, and his medical doctorate from the Ross University School of Medicine.

Speaker

American College of Physicians
(ACP)

Education

University of California San Diego
MD Ross University of Medicine

Biography

Since the start of his career, Dr. Jeffrey Kang has been on a mission to change the way care is delivered to older patients with chronic, complex conditions. He has worked in medical groups, commercial health insurance, the federal government, and retail health care to bring about changes to improve care for these patients. The launch of WellBe Senior Medical brings that mission to life for the patients he has served for more than three decades.

Dr. Kang began his career as an internist and geriatrician. From his early days in Boston, as a physician providing community-based care to under-served elderly, he realized that, in order to provide the full range of support and care necessary for older patients, he needed to move beyond fee-for-service health care.

At the Centers for Medicare and Medicaid Services, Dr. Kang was responsible for national coverage decisions, regulation of the healthcare industry, and health plan and provider quality measurement and improvement. He used that platform to develop risk adjustments for sicker, chronic patients, develop HEDIS and STAR measurement programs and make investments in information technology to improve data tracking. With these investments in place, the healthcare system could support improvements in care for older patients.

With these fundamental improvements in place, Dr. Kang began to implement new models of care. At Cigna, as chief medical officer, he led the development of high-performance networks, medical home and collaborative Accountable Care initiatives – all designed to improve patient care while managing costs. At Walgreens, as senior vice president of Walgreens health and wellness services and solutions, he ran the company’s emerging healthcare businesses. He led the growth of the company’s retail healthcare clinics, employer worksite clinics, accountable care organization and hospital system pharmacies. Most recently, he served as president of ChenMed, a privately held, full-risk Medicare Advantage primary care practice that delivers high-quality, concierge-style care to low-to-moderate income seniors.

Dr. Kang received a BA from Harvard, an MD from UC San Francisco, and an MPH from UC Berkeley. He did his clinical training at Boston’s Beth Israel Hospital and remained on the clinical faculty at Harvard Medical School. Dr. Kang currently serves on the board of directors of NCQA, the National Committee for Quality Assurance, and ChenMed.

Specialty

Geriatrics
Internal Medicine

Boards

NCQA, National Committee for Quality Assurance
ChenMed

Education

Harvard
MD UC San Francisco
MPH UC Berkeley

Dr. Kang’s Inspiration for WellBe Senior Medical

My mother died 10 years ago of esophageal cancer at the age of 86. She was a kind woman and loved life. She was strong and made it through many of life’s ups and downs. She lived through three previous cancer diagnoses, and this last one finally caught up with her.

Through her last six months, I would see her at home and in the hospital. She had her own oncologist and her own primary care doctor, but as a doctor myself, I spent a lot of time taking care of her and ensuring that she understood the endless tests, drugs, and treatment options that filled her days. As so many caregivers do, I guided her through the many difficult decisions she had to make and was fortunate to have deep knowledge of her condition and options. I was both her son and her trusted, personal physician, Dr. Marcus Welby. As I spoke with other clinician friends about caring for their families, I heard over and over how fortunate they felt to be able to provide their loved ones with the care they believed was so important to better health. It showed me how important it is to have someone you trust visit you in your home or anywhere you are, whenever you need it. It inspired me to create WellBe, and it’s what we are all about – because we believe every person, every patient, should have a Dr. Marcus WellBe in the family – a doctor, a friend, they trust to take care of them where and when they need it.

Biography

Dr. Master has devoted his career to reimagining healthcare for the most socially and medically vulnerable populations. His approach to medicine is grounded in fundamentally changing value systems, altering financial approaches, and empowering multidisciplinary care teams on the front lines delivering care. From 2003 to 2016, Dr. Master co founded and led the non-profit care system Commonwealth Care Alliance (CCA) as President and CEO. CCA become widely recognized as one of the finest examples of health care transformation in the nation.

Since retiring from his post, Dr. Master continues to practice and see patients as a hospitalist on the CCA service at Boston Medical Center. Prior to CCA, Dr. Master founded Community Medical Alliance as well as Urban Medical Group (UMG), both focused on complex delivery of care models. It was at UMG where Dr. Master established a professional relationship with WellBe CEO, Dr. Jeff Kang, and realized they share a common purpose of caring for frail, polychronic and often underserved patients. In the 80’s, Dr. Master gained an understanding of the finance and policy changes that were needed to transform delivery of care systems while directing the Massachusetts Medicaid Program. In 2009, a storied career led to Dr. Master to be recognized by the National Committee for Quality Assurance (NCQA) with the National Health Quality Award for his leadership in improving the quality of care for vulnerable populations.

Dr. Master serves as an advisor to WellBe Senior Medical.

Biography

Late in 2006, excited to solve its challenges and move healthcare forward by sharing best-in-class innovations with the industry’s leadership, record-setting sales executive Richard Lungen founded Leverage Health. Today, with many longtime colleagues on his team, Richard continues to act as an industry connecter and leader, and as an advisor to the most respected companies in healthcare.

Before founding Leverage Health, Richard oversaw sales and business development in tenured positions at several outstanding enterprises, including HealthPlan Services, where, as senior vice president of business development, he led the company to achieve new levels of success. Prior to HealthPlan Services, Richard cemented his position as an exceptional driver of sales in organizations like MedAvant Healthcare Solutions, PlanVista Solutions, and National Preferred Provider Network (NPPN).

Richard continues the work he founded Leverage Health to do, directing the world class team through healthcare’s busiest intersections while driving aspiring innovators to solve industry challenges. When colleagues—whether they represent a PPO, a health plan, a pharmacy, or a self-insured provider—look for solutions, they turn to Richard and Leverage Health to connect them to the up-and-coming companies that can take them forward. By founding the industry’s only Venture Catalyst, Richard has created a framework for solving some of healthcare’s most pressing problems.

Leadership

Founder and Managing Member of Leverage Health
Aperture Health, Board Advisor
VIM, Board Advisor
HCEG, Board Member

Education

State University of New York, Buffalo

Biography

With more than 30 years as a healthcare executive, Leeba Lessin has transformed health delivery systems and established a proven ability to execute strategic plans from ideation to implementation. Her vision and leadership have generated positive results at more than 20 organizations and has shaped the model of care delivery for patients throughout the nation. Lessin pioneered models of care for complex, polychronic patients by leveraging a dynamic group care model focused on patient satisfaction and outcomes, while reducing medical waste. Leeba is passionate about creating access to care that improves patients’ lives.

Leeba regularly speaks at industry conferences and her interviews can be found in various publications, including the Los Angeles Times, Wall Street Journal, New York Times, and Fox Business News.

Lessin received her bachelor’s degree in History from Westmont College, and master’s in business administration from University of Washington. Amongst her academic accomplishments, Leeba Lessin has received several distinguished accolades including the Mathias Award for Excellence in Health Care Leadership, awarded by the Partners in Care Foundation.

Leeba Lessin serves as an advisor to WellBe Senior Medical.

Education

Westmont College, BA and
University of Washington, MBA

Awards

Mathias Award for Excellence in Health Care Leadership
Awarded by the Partners in Care Foundation

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