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Information WellBe Senior Medical: Healthcare made easier. CLOSE CLOSE CLOSE indicates required fields CLOSE indicates required fields CLOSE Jonathan Gutman Biography Jonathan Gutman is responsible for sourcing, evaluating and executing growth equity investments at CVS Health® Ventures. Originally from Princeton, NJ, Jonathan holds a BA with honors from the University of Chicago. Before joining the CVS Health Ventures team, he worked at a management consulting firm where he helped health care providers and payers grow their business strategically and transition into value-based care. Jonathan started his career as an investment analyst at a health care-focused hedge fund. CLOSE Michael Le Biography Dr. Michael Le joins WellBe Senior Medical as President, bringing a wealth of value-based care clinical experience to the organization. Dr. Le will continue to grow and scale the care model to establish the standard of care for the most polychronic, mobility-limited, and high-needs patients across the nation. Dr. Le was previously Chief Medical Officer of WelbeHealth , the fasted growing PACE (Program of All-Inclusive Care for the Elderly) o rganization in the country . He focused on caring for frail senior patients who are institutionally qualif ied through intensive i nterdisciplinary c are at their comprehensive care centers . In the span of a little over two years, he has helped WelbeHealth decrease a dmits per t housand by 50 % , while driving organizational clinical, quality, financial, and patient satisfaction outcomes . Prior to Welbe Health , Dr. Le was c o-founder and Chief Medical Officer of Landmark Health, founded in 2013 to provide 24/7 in-home, physician-led, multidisciplinary team-supported house calls to the sickest and frailest patients in the comfort of their homes. Landmark bec a me the nation’s largest risk-bearing ho me -b ased m edical g roup, growing to over 2 , 500 employees and clinicians, caring for 250,000 full – risk lives across 20 states with $160M in EBIDTA, by the time it was acquired by Optum in 2021 for over $3B . After transitioning into Optum, Dr. Le became Chief Medical Officer of Optum Home & Community Care, a newly formed entity which combined Landmark and five other entities to deliver a seamless patient journey with the focus on providing care where patients desire it most : in the comfort of their homes. This unified platform , created to manage the highest risk patients in place, grew by 2023 to encompass over 16,000 employees and took full risk on 1 million patients in over 30 states. Prior to starting Landmark, he served as Chief Medical Officer at Fidelis SeniorCare . He designed and implemented a new intensive clinic-based care model for high – acuity d ual – e ligible patients that became a health plan awardee for the Michigan Duals Demonstration Project. Before Fidelis, Dr. Le was Senior Medical Officer at CareMore, where he was a practicing Extensivist in the hospital and skilled nursing facilities . He also oversaw all organizational high-risk programs, including Case Management, High Risk Clinic, Social SWAT Team, Palliative Car e /Hospice Programs, and the House Calls Program. He spent the first ten years of his career as a Hospitalist for HealthCare Partners, and became the Regional Lead Hospitalist overseeing inpatient outcomes in his Southern California Region. Dr. Le received his Medical Degree from UCLA and completed his Internal Medicine Residency at Cedars-Sinai Medical Center in Los Angeles. He also completed a leadership fellowship from the Institute for Physician Leadership at the University of California, San Francisco. Dr. Le lives in Irvine, California with his wife, Tita , who is a n attorney, and their two daughters, Isabella (1 7 ) and Victoria (1 4 ) . CLOSE Matt Mainelli Matt joined CPF in 2022. He has nearly 25 years of healthcare advisory and investment experience. Prior to joining CPF, he was at J.P. Morgan in their Healthcare Investment Banking group for over 20 years. He served as a Managing Director advising senior healthcare executives on strategic initiatives, M&A, and capital markets in the healthcare services sector. Matt earned his bachelor’s degree from the Boston College Carroll School Management in Finance and Information Systems. Expertise • Deal Sourcing • Mergers and Acquisitions • Capital Raising • Management • Growth & Operational Efficiency • Healthcare Services CLOSE CareTalk Clip CLOSE Jim Reed James “Jim” Reed is President and Chief Executive Officer of Lifetime Healthcare Companies, which include Excellus BlueCross BlueShield (BCBS), Univera Healthcare, Lifetime Benefit Solutions (benefits consulting firm and third-party administration) and MedAmerica (national long-term care insurance company). Jim joined Excellus BCBS in January 1996, providing him an opportunity to become educated in virtually all areas of the organization. Most recently, he served as Executive Vice President of Marketing and Sales, and as Regional President in the Central New York region. As President and CEO, Jim assumes responsibility for the entire operations, including satisfying the mission of the company and maintaining the corporate culture. Jim also serves on multiple committees and boards in the regions, including CenterState CEO, ROCH2025, Greater Rochester Chamber of Commerce, and BlueCross BlueShield Association. Jim earned a bachelor’s degree in business and a master’s degree in business administration from Le Moyne College in Syracuse. CLOSE Meet Tim, a real WellBe patient CLOSE Meet our CEO, Dr. Jeffery Kang, MD CLOSE Frequently Asked Questions How much does WellBe cost? Services from WellBe are provided at no additional cost. Since we are partnering with your health insurance company, our treatment is included with your coverage; on-demand concierge medical care is now a valuable part of the care under your insurance. Your typical copay for a doctor’s visit may apply. Will WellBe take the place of my current doctor(s)? No. We simply work alongside your current medical providers. We’re often available when your doctor’s office is closed, so our in-home medical care serves as an extra layer of support. You can continue to see your primary care provider as needed, and we make sure they stay in the know. What are the advantages of using WellBe? The WellBe team is here to provide medical care whenever you need it, all in the comfort of your home. As a member, you have access to all of the services and benefits that WellBe offers, including: • Medication assistance, including prescription refills and management • 24/7 urgent care availability • Connection to community resources • Assistance transitioning home after a hospital stay • Vaccinations and other screenings at home • Therapy and counseling • Support from a team of medical professionals What does WellBe do with my health information? Your WellBe care team uses your health information to help provide you with the comprehensive care that you need. We also work with your primary care provider and any other specialists you have in order to best understand your care plan. For more information on our Patient Privacy Practices, click here! What will my first visit look like? During this visit, your licensed WellBe provider will complete a head-to-toe check up. They will explain home-based care, go over the benefits of all your new services, and answer any questions you may have. Anyone you’d like to be present for your appointment is welcome! We want to meet the people that help care for you, and make sure everyone feels comfortable. here for more information on how to prepare for your visit. CLOSE We'd love to hear from you! CLOSE We'd love to hear from you! CLOSE Frequently Asked Questions How much does WellBe cost? Services from WellBe are provided at no additional cost. Since we are partnering with your health insurance company, our treatment is included with your coverage; on-demand concierge medical care is now a valuable part of the care under your insurance. Your typical copay for a doctor’s visit may apply. Will WellBe take the place of my current doctor(s)? No. We simply work alongside your current medical providers. We’re often available when your doctor’s office is closed, so our in-home medical care serves as an extra layer of support. You can continue to see your primary care provider as needed, and we make sure they stay in the know. What will my first visit look like? During this visit, your licensed WellBe provider will complete a head-to-toe check up. They will explain home-based care, go over the benefits of all your new services, and answer any questions you may have. Anyone you’d like to be present for your appointment is welcome! We want to meet the people that help care for you, and make sure everyone feels comfortable. here for more information on how to prepare for your visit. CLOSE CLOSE CLOSE Questions? We'd love to hear from you! CLOSE Biography Regina is WellBe’s Regional Market President for our Illinois, Georgia, West Virginia, Pennsylvania, and Utah markets. She obtained her RN degree from the Pennsylvania College of Health Sciences, and an MSN in Executive Leadership. Before joining WellBe as the Regional Market President, Regina was responsible for regional operations for four markets across three states at another value-based care organization. She was also the Chief Clinical Officer for the Hamilton Health Center. She is experienced in launching new markets, building clinical integration teams, and has worked with multiple health plan partners over the years. Regina is familiar with the geographic alignment of teams and the effectiveness of scheduling, quality programs, and metrics. CLOSE Biography Daniel is an experienced healthcare executive with over 12 years of progressive leadership and management experience. He is a proven operations and sales leader with a passion for building a positive staff experience improving quality care delivery, and enhancing the patient experience. Dan was most recently the VP of Clinical Innovation and Technology at AccentCare, Inc where he launched the CMS Bundled Payment Care Improvement program, managed relationships with strategic partners across the country, and established the first telemedicine platform and operations in home health. CLOSE Biography Traci is a Human Resources enthusiast who believes an organization’s success is driven by its people and its people strategy. She is known for her executive leadership experience and developing strong human capital teams, while driving innovative talent strategies and business solutions. As our Chief People Officer, Traci is focused on creating the conditions that enable every team member to be at their best. CLOSE Biography Bill Leister is a strategic and operational executive with experience in advanced analytics and data platforms. He currently serves as the Senior Vice President of Data and Clinical Solutions at WellBe Senior Medical. Bill has experience leading the design and implementation of mission critical systems with annual budgets exceeding $250 million, re-engineering processes, workflows and technology solutions for healthcare systems and networks. CLOSE Biography Greg Sawchyn is an accomplished value based care healthcare executive, and currently serves as WellBe’s Regional Market President of Ohio, Oregon, and New York. Dr. Sawchyn’s career has focused on managing large value-based care programs. At Sound Physicians, he managed $2 Billion of full-risk Medicare spend in hospital-based episodes. He also cultivated strategic partnerships with major payers like United Healthcare and Humana, optimizing outcomes for both plans and members. Driven by his expertise in analytics, population health management, and financial optimization, he led key areas of the OhioHealth Clinically Integrated Network as Senior Director of Product Strategy & Innovation at OhioHealth. With an MD and an MBA, Dr. Sawchyn combines clinical know