INTALERE - Key Persons

Job Titles:

• Member of the Vizient Board of Directors
• Retired Senior Partner Emeritus, McKinsey & Company, Inc., Chicago, IL
• Senior Partner Emeritus at McKinsey & Company

Ajay Gupta is senior partner emeritus at McKinsey & Company. He brings 30 years of global experience and judgement across multiple health care segments. Gupta serves as chairman and non-executive independent director at Healthium Medtech; director at BJC Healthcare, director at OnPoint Surgical, board member at VIC Technology Venture Development; RAND Health Advisory Board, Innovaccer Advisory Council, as well as advisor to several private health care and technology companies. Gupta led McKinsey's Midwest Healthcare Practice and North America Medical Products Practice for many years. He has spoken and worked extensively on topics of strategy and growth, commercial excellence, M&A and industry consolidation, innovation, organization design and performance improvement. He served medtech, pharmaceutical, biotech, health systems and academic medical centers, drug store chains, PBMs, disease management, distributors, other intermediaries and service providers. His experience covers many of the product/therapy areas and specialties within health care. Previously, Gupta spent five years at Schlumberger Wireline in Asia and Europe. He has a master's in business administration from Stanford University where he was an Arjay Miller Scholar, and a B.Tech from IIT Delhi where he was awarded the President's Gold Medal.

Job Titles:

• Chief Operating Officer
• Member of the Leadership Team
• President

Bharat Sundaram leads business operations for Vizient® and has oversight for the development and delivery of the company's products and services. His areas of responsibility include our strategic sourcing programs, supply chain solutions, pharmacy solutions, workforce and HR offerings, analytics technologies, advisory services, network services and market intelligence capabilities. Prior to this, Sundaram was president of Vizient performance improvement services, which encompassed Vizient's analytics, networks and advisory areas. From 2009 to 2016, Sundaram was at MedAssets, serving in several roles, including president of the spend and clinical resource management segment. Before that, he was with the Boston Consulting Group. Sundaram earned a bachelor's degree in industrial engineering from the University of California at Berkeley and an MBA from the Wharton School at the University of Pennsylvania.

Job Titles:

• Chief Executive Officer
• Member of the Leadership Team
• Member of the Vizient Board of Directors
• President

leads the Vizient team from our Irving, Texas, headquarters. With a strong background in finance and deep knowledge of health care, Jobe has a long history of leadership roles within Vizient and in the industry, specifically in the areas of strategy, operations and finance. Byron Jobe is president and chief executive officer of Vizient. He has a long history of leadership roles within Vizient and in the health care industry, specifically in the areas of strategy, operations and finance. Prior to becoming CEO, Jobe was Vizient chief administrative and financial officer, leading several functional areas including finance, accounting; information technology; marketing; product management; corporate development; and sales operations. During this time, Jobe assisted the company in growing the business through the merger and acquisitions of legacy companies VHA, University HealthSystem Consortium, MedAssets, Sg2 and Novation, resulting in revenue and membership growth of 176 percent and 190 percent, respectively. Additionally, during his tenure with Vizient, Jobe served in other roles, including executive vice president, service delivery and chief financial officer. Prior to Vizient, Jobe worked for Healthvision, an EMR-based clinical services company focused on connecting regional health information organizations, physicians and hospitals nationwide. While serving as the chief financial and operating officer at Healthvision, he was responsible for the company's business delivery and administrative operations, including product development and implementation. He also led the company on two acquisitions and one divestiture. Finally, he helped the company complete several rounds of debt- and equity-based financing, which ultimately positioned the company for its merger with Quovadx Inc. in 2007. Prior to joining Healthvision in 1999, Jobe served in different roles at VHA, Baylor Scott & White Health and PricewaterhouseCoopers. Jobe earned a bachelor's degree in accounting from Texas A&M University.

Job Titles:

• Member of the Vizient Board of Directors
• President and CEO of Novant Health
• President and Chief Executive Officer, Novant Health, Inc
• Vice President of Finance and Operations

Carl Armato is president and CEO of Novant Health, a four-state integrated health care network of physician clinics, outpatient centers and hospitals with more than $7B in revenue and 37,000 employees. Throughout his career, Armato has advanced strategic business transformations and critical organizational and cultural changes of complex, highly regulated health care systems to drive long-term value creation for all stakeholders. Armato has transformed Novant Health, recognized as one of the safest health care systems in the U.S. by The Leapfrog Group, into one of the top integrated health care delivery networks in the country. While delivering an unprecedented response to the COVID-19 pandemic in 2020, he led the $5.3B acquisition of New Hanover Regional Medical Center, establishing a third major operational hub in North Carolina. Armato joined the company in 1998 as the vice president of finance and operations for the physician division and since then has served in numerous roles including senior vice president of materials management and logistics, chief operating officer and eventually president and CEO for Presbyterian Healthcare; president of Novant Health markets; and chief operations officer for Novant Health. The board of trustees appointed him to his current position in January 2012. Prior to joining Novant Health, Armato was vice president of operations for First Care Physicians and director of finance for the General Health System in Baton Rouge, Louisiana. He was also a senior tax/audit consultant for Ernst & Young in the Baton Rouge office. Armato serves on the southeast board of directors of the American Heart Association, the Juvenile Diabetes Research Foundation (JDRF) Charlotte Chapter Advisory Council and is a founding member of the Charlotte Executive Leadership Council, where he now serves on its executive committee. Named to the Power 100 list by Business North Carolina, Armato has received numerous awards throughout his career, most notably the Most Admired CEO by the Charlotte Business Journal and the Triad Business Journal in 2018 and 2017, respectively. Also in 2017, the JDRF honored Armato with the Lifetime Achievement Award, and he received the 2015 Father of the Year award from the American Diabetes Association, Charlotte Chapter. After receiving the Joslin's Diabetes Center Medal for living with diabetes for 50 years, Armato shared his life-long journey with the disease in his 2018 book, "A Future With Hope, An Inspiring Guide to Overcoming Diabetes," which quickly became an Amazon best seller. Armato holds a bachelor's of business administration in accounting from the University of Southwestern Louisiana Lafayette and a master's in business administration from Norwich University of Vermont. He is a certified public accountant licensed in Louisiana and North Carolina.

Job Titles:

• Chairman
• Member of the Vizient Board of Directors
• Chairman / President and Chief Executive Officer, Froedtert Health
• Member of Healthcare Financial Management Association
• President and CEO of Froedtert Health

Catherine Jacobson serves as president and CEO of Froedtert Health, a regional health care system based in Milwaukee. Jacobson joined Froedtert Health in 2010 as executive vice president of finance and strategy, chief financial officer and chief strategy officer. She was promoted in 2011, becoming president; she assumed the CEO role in 2012. Prior to joining Froedtert Health, Jacobson spent 22 years at Rush University Medical Center in Chicago in various leadership roles. Jacobson is the board chair of Vizient. Current board appointments include Teladoc Health, the Greater Milwaukee Committee and Metropolitan Milwaukee Association of Commerce (MMAC) and Siebert Lutheran Foundation as well as other boards representing partnerships of Froedtert Health. She is also a past chair of the board of the Wisconsin Hospital Association and is currently serving on its board. She was also appointed chair-elect of the MMAC beginning her term as chair in the fall of 2021. Jacobson's recognitions include being named by Modern Healthcare as one of the 100 Most Influential People in Healthcare in 2019 and one of the Top 25 Women Leaders in healthcare in 2021. She received the Junior Achievement of Wisconsin, Wisconsin Business Hall of Fame as Distinguished Executive of the Year in 2018. She was recognized as a Woman of Influence by the Milwaukee Business Journal in 2013 and received honorable mentions as Executive of the Year in 2014 and 2019. Jacobson received an honorary doctorate in health care leadership from the University of Wisconsin-Milwaukee in 2015. Jacobson is a member of Healthcare Financial Management Association and served as national chair of the board in 2009-2010. She is also a member of the American College of Healthcare Executives and the Healthcare Institute. She is a member of the Chicago Network, an organization for women executives, and of Professional Dimensions in Milwaukee. Jacobson received her Bachelor of Science degree in accounting from Bradley University, Peoria, Illinois.

Job Titles:

• Chief Legal Officer
• Member of the Leadership Team

David Berry is responsible for legal services, compliance and risk management at Vizient®. Berry has extensive experience in health care regulatory, compliance, corporate transactional and antitrust matters. Prior to his current role, Berry was senior vice president and general counsel, responsible for the company's corporate legal and regulatory matters. Earlier in his career, Berry was vice president and general counsel at Provista and before that vice president and assistant general counsel at Novation, now part of Vizient. He also worked as an attorney at Greenberg Traurig, LLP and Vinson & Elkins, LLP, specializing in the health care sector. Berry earned his bachelor's degree summa cum laude from Texas Tech University. He obtained his law degree with honors from The University of Texas School of Law.

Job Titles:

• Member of the Vizient Board of Directors
• Board Member of the American Hospital Association
• President and Chief Executive Officer, Stanford Health Care

David Entwistle is president and CEO of Stanford Health Care (SHC), where he has served since 2016. Among other achievements, Entwistle has championed the development and implementation of an integrated strategic plan that unites SHC, the Stanford School of Medicine and Stanford Children's Health under a common vision to lead the biomedical revolution in Precision Health. He has also spearheaded the completion of the new Stanford Hospital, which opened to patients in fall 2019, representing the culmination of more than a decade of planning and a critical component to Stanford Medicine's COVID-19 response. Entwistle has extensive executive experience at leading academic medical centers. Previously, he served as CEO of the University of Utah Hospital & Clinics (UUHC) for nine years. UUHC is the only academic medical center in the Intermountain West region, with 1,100 board-certified physicians who staff four university hospitals, 10 community clinics and several specialty centers. While he was at UUHC, the organization earned a number of accolades, including a No. 1 national ranking by Vizient in its annual Quality and Accountability Study of U.S. academic medical centers. For his administrative contributions to UUHC and for his long-standing track record in quality achievement, Entwistle received the Modern Healthcare "Up and Comers Award" in 2008. Prior to UUHC, Entwistle served as senior vice president and chief operating officer of the University of Wisconsin Hospital and Clinics in Madison, Wisconsin, from 2002-2007. He was also the former vice president of professional services and joint venture operations at City of Hope National Medical Center in Duarte, California. As a recognized health care thought leader, Entwistle is a board member of the American Hospital Association, the AAMC Council of Teaching Hospitals, and the Accreditation Council for Graduate Medical Education. He is the past chair of the Utah Hospital Association and was appointed by the governor of Utah to the state's Medicaid Task Force. He earned a bachelor's degree in health sciences from Brigham Young University and a master's degree in health services administration from Arizona State University. He also was awarded a postgraduate administrative fellowship at the University of Texas M.D. Anderson Cancer Center.

Job Titles:

• Chief Financial Officer
• Member of the Leadership Team

David Ertel is chief financial officer for Vizient®. He leads finance, accounting and audit services for Vizient and Provista. He also oversees information technology for the enterprise. Ertel brings a unique blend of experience, including 30-plus years in health care and financial management, business strategy, operations, and mergers and acquisitions. He also has a long history working with Wall Street, investment bankers and member health care organizations. Before joining Vizient, Ertel served as CFO and chief strategy officer at the University of Miami Health System & Miller School of Medicine since 2016. Prior to that, he held positions at Einstein Healthcare Network and Einstein Medical Center in Philadelphia, which is affiliated with the Thomas Jefferson University, Morgan Stanley's National Health Care Group in New York, the Health Care Public Finance Group at PaineWebber in New York and the New Jersey State Department of Human Services. Ertel earned a master's of business administration degree and a master's in public health degree from Columbia University, with a concentration in finance and hospital administration.

Job Titles:

• Member of the Vizient Board of Directors
• Vice Chair
• Vice Chair / Retired President and Chief Executive Officer, OhioHealth

David Blom was president and CEO of OhioHealth, a not-for-profit, faith-based health system in Columbus, until his retirement in July 2019. He had served in this leadership role since March 2002. Blom joined the OhioHealth family in 1983 and served in multiple capacities. Under his leadership, OhioHealth grew from $1.2 billion in annual revenues to over $5 billion, and from six to 13 member hospitals, as well as providing management of two additional hospitals and support for nine under an affiliation agreement. Blom also established a geographically dispersed ambulatory care network, formed a large employed physician network and facilitated multiple joint ventures. He instilled among OhioHealth's 30,000 associates, physicians and volunteers serving a 47-county area in the state a strong devotion to improving the health of those they serve. Under Blom, OhioHealth was recognized by Fortune as one of the "100 Best Companies to Work For" for 13 years in a row. Blom is the board vice chair of Vizient. Blom continues his commitment to excellence and service through many professional and community affiliations. He currently serves on the boards of Worthington Industries, Methode Electronics, Healthy Roster and Columbus Downtown Development Corporation. He also serves on the advisory boards of Kimball Midwest, Brookwood Management Company and Press Ganey. He served as chair of the Columbus Chamber of Commerce and the Franklin County United Way Campaign 2017. He is a former board member for Columbus Speech & Hearing Center, The Columbus Foundation, Dominion Homes, The Columbus Partnership and SOC Telemed. In 2015, he was appointed by Congress to serve as a member of the Veterans Affairs Commission on Care. Blom earned a bachelor's degree from The Ohio State University and a master's degree in health services administration from the George Washington University in Washington, D.C.

Job Titles:

• Member of the Leadership Team
• Executive Advisor to the CEO and Vice Chair, Vizient University Health System Consortium Board of Managers
• President and CEO of University HealthSystem Consortium

Irene Thompson fosters engagement among peers from academic medical centers (AMCs) to support the collective goal of delivering world-class patient care in the most effective, efficient manner. As vice chair of the Vizient University HealthSystem Consortium Board of Managers and executive advisor to Vizient's chief executive officer, Byron Jobe, Thompson works with AMC CEOs and other industry leaders.

Job Titles:

• Member of the Vizient Board of Directors
• Chief Executive Officer of Connect America

Janet Dillione is chief executive officer of Connect America. In this role, she is focused on leading important developments in the health care technology arena. She is an experienced executive with a track record of success building innovative strategies and aligning strong teams that transform businesses for sustained growth and viability. Throughout her career, she has been focused on leading important developments in the health care technology sector by solving long-standing issues in the delivery of care. Prior to Connect America, Dillione worked in the health care information services industry as CEO of Bernoulli Enterprise, Incorporated; executive vice president and GM of Nuance Communications, Incorporated; and as president and CEO of Health Services for Siemens Medical Solutions. With leading roles in both large-scale global businesses as well as start-up scenarios, Dillione is a dynamic leader who knows how to effectively instill a customer- and market-centric culture within an organization to drive the business forward. As a champion of sustainable and differentiated innovation, her experience managing the complexities of global deployments and FDA-regulated products extends to businesses across North America, Europe and Asia with companies developing solutions that have been sold into diverse markets. Throughout her career progression, she has been a frequent presenter at industry conferences and has authored dozens of articles for multiple healthcare publications. She is serving on the Board of Directors for CorMedix and on the Board of Directors for CortiCare, Incorporated. Dillione is a graduate of Brown University with a Bachelor of Arts degree in Biomedical Ethics.

Job Titles:

• Member of the Vizient Board of Directors
• International Healthcare Innovation Professor at Harvard Medical School
• President, Mayo Clinic Platform

John D. Halamka, M.D., M.S., president of the Mayo Clinic Platform, leads a portfolio of platform businesses focused on transforming health care by leveraging artificial intelligence, connected health care devices and a network of trusted partners. Trained in emergency medicine and medical informatics, Dr. Halamka has been developing and implementing health care information strategy and policy for more than 25 years. Prior to his appointment at Mayo Clinic, he was chief information officer at Beth Israel Deaconess Medical Center, where he served governments, academia and industry worldwide. He is a practicing emergency medicine physician.

Job Titles:

• Member of the Vizient Board of Directors
• Member of the AAMC Council of Teaching Hospitals
• President of Johns Hopkins Health System and Executive Vice President of Johns Hopkins Medicine
• President of the Johns Hopkins Health System

Kevin Sowers is president of the Johns Hopkins Health System and executive vice president of Johns Hopkins Medicine. As the second person in Johns Hopkins history to hold these dual roles, Sowers oversees the health system's six hospitals - The Johns Hopkins Hospital, Johns Hopkins Bayview Medical Center, Howard County General Hospital, Suburban Hospital, Sibley Memorial Hospital and Johns Hopkins All Children's Hospital - and sets strategies that advance the health system's mission to deliver outstanding care, train the next generation of leaders and advance research and discovery. He also serves as chair of Johns Hopkins Community Physicians, which has more than 40 primary and specialty care outpatient sites throughout Maryland and the Washington, D.C., area. Sowers came to Johns Hopkins Medicine after 32 years with the Duke University Health System, the last eight as president and CEO of Duke University Hospital. He joined Duke University Medical Center Hospital in 1985 as a staff nurse in oncology and held several faculty and nursing leadership positions. His numerous senior leadership posts across the Duke University Health System included chief operating officer for Duke University Hospital and interim CEO for Durham Regional Hospital. As part of his senior administrative roles, he oversaw the consolidation of Duke's clinical lab services, emergency and trauma services, and managed care and patient care services. Active in many professional and community organizations, Sowers is a member of the AAMC Council of Teaching Hospitals and Health Systems' administrative board. He served as chair of the AmSurg board and was a member of the North Carolina Hospital Association board of trustees and the North Carolina Institute of Medicine board of directors. He also held leadership roles with the American Heart Association, Susan G. Komen and the Oncology Nursing Society. Sowers earned his Bachelor of Science degree from Capital University School of Nursing and a Master of Science degree from Duke University School of Nursing. He is an American Academy of Nursing fellow and has collaborated on numerous research efforts and consulted internationally. He has published extensively and speaks nationally and abroad on issues such as leadership, organizational change, mentorship and cancer care.

Job Titles:

• Member of the Leadership Team
• Chief Culture, Diversity and Inclusion Officer

Irene Thompson Executive Advisor to the CEO and Vice Chair, Vizient University Health System Consortium Board of Managers Monica leads Diversity and Inclusion and Culture at Vizient®. As Chief Culture, Diversity and Inclusion Officer, Monica guides overarching culture and D&I strategy and works with our employee Diversity Networking Associations (DNAs) on program implementation and ongoing reinforcement. Monica is a diversity, inclusion and equity leader with demonstrated success in the public sector, serving a multi-racial, multi-generational and complex gender and intersectional community. Prior to this, Monica led comprehensive EEO, civil rights, diversity management and alternative dispute resolution programming for the U.S. Food and Drug Administration. She also worked for the IRS as Deputy Executive Director and later as Chief Diversity and Inclusion Officer and Chief EEO Officer where she led external efforts to meet the diverse needs of taxpayers and ensure supplier diversity. From 2015 to 2021, Monica served as the Chief Diversity, Inclusion and EEO Officer for the National Credit Union Administration where she partnered with leadership to recruit and retain a diverse workforce and executive team and helped drive diversity, inclusion and culture strategies within the Office of Minority and Women Inclusion. Monica is a graduate of George Mason University and the Howard University School of Law and also worked as a senior trial attorney for many years.

Job Titles:

• Quality Assurance and Regulatory Affairs Director

Job Titles:

• Member of the Vizient Board of Directors
• Retired President and Chief Executive Officer, Sutter Health

Pat Fry was president and CEO of Sutter Health until his retirement in January 2016. He joined the Sutter organization in 1982 as an administrative resident at Sutter General Hospital in Sacramento, Calif. During his tenure, he worked his way up through the organization in increasingly responsible administrative positions both at the local affiliate and regional levels. After serving as regional president for Sutter Health's affiliates in the greater Sacramento region, Fry became president of the organization's eastern operations. He later assumed leadership of Sutter Health's Western Division and in 2000 became Sutter Health's second-in-command, serving as chief operating officer and executive vice president. In 2005, he became president and CEO. Fry earned his bachelor's degree in public health administration from the University of California, Davis, and a master's degree in health services administration from George Washington University in Washington, D.C.

Job Titles:

• Chief People Officer
• Member of the Leadership Team

Patty Olsen leads people and culture initiatives for Vizient® and has oversight for employee development and talent strategies that inspire and enable continued growth and engagement. Her areas of responsibility span all aspects of human resources, including culture, diversity, equity and inclusion, as well as community impact and social responsibility. Before joining Vizient in May 2022, Olsen was chief human resources officer for Huron, a global consulting firm where she had been since 2007. Prior to that, she held leadership positions at both professional services organizations and manufacturing companies for more than a decade. Under Olsen's leadership, Huron's workplace strategies were recognized within the consulting arena for 10 years in a row as well as by the Human Rights Campaign Foundation for seven years in a row. In 2020, Crains named Olsen a Notable Leader in HR. Olsen earned a bachelor's degree in communications from the University of Illinois at Urbana-Champaign and a master's degree in human resources and industrial relations from Loyola University in Chicago. An active community volunteer, she is also a member of the board of the Boys & Girls Clubs of Chicago.

Job Titles:

• Chief Customer Officer
• Member of the Leadership Team
• Chairman of the Board of the Meals

Rand Ballard leads the member value and performance team for Vizient®. An avid community partner, Ballard has served as chairman of the board of the Meals on Wheels Association of America Foundation, vice president of Hire Heroes USA and vice president of The Health Careers Foundation, a non-profit organization that provides scholarships and low-interest loans to non-traditional students pursuing a degree in the health care field.

Job Titles:

• Member of the Vizient Board of Directors
• President and Chief Executive Officer, BJC HealthCare
• President of Barnes - Jewish Hospital and Group

Rich Liekweg is president and CEO of BJC HealthCare, one of the nation's largest nonprofit, integrated health care delivery organizations with over $6 billion in net revenues and more than 32,000 employees serving the greater St. Louis, southern Illinois and mid-Missouri regions. BJC's teaching hospitals, Barnes-Jewish Hospital and St. Louis Children's Hospital, are affiliated with the internationally renowned Washington University School of Medicine. Liekweg joined BJC HealthCare in 2009 as president of Barnes-Jewish Hospital and group president for BJC HealthCare. In 2015, Liekweg was promoted to executive vice president and subsequently president of BJC. He was named president and CEO in January 2018. Before joining BJC, Liekweg served as CEO and associate vice chancellor for the University of California San Diego Medical Center from 2003-2009. Liekweg also spent more than 16 years at Duke University Health System, including serving as CEO of Duke's Durham Regional Hospital. He currently serves on the boards of several professional and community organizations, including Washington University, Missouri Hospital Association, Cortex, St. Louis Regional Health Commission, Greater St. Louis, Inc., BioSTL and Forest Park Forever. Liekweg earned a bachelor's degree in economics from the University of Virginia and master's degrees in health services administration and business administration from the University of Michigan.

Job Titles:

• Member of the Leadership Team
• Group Senior Vice President
• Group Senior Vice President, Strategy, Marketing and Corporate Development

Taylor White is group senior vice president for Vizient® and leads external market strategies to enable growth and help support an exceptional member experience. Specific areas of responsibility include marketing and strategic communications; business and corporate strategy; solution architecture; and corporate development. Prior to this, White led Vizient corporate strategy and development, which encompassed enterprise partnerships, M&A transactions and the company's strategic planning process. He also oversaw implementation of strategic initiatives, including the successful integration of Vizient following the merger of University HealthSystem Consortium, VHA and Novation in 2015 and the acquisition of MedAssets' SCM and Sg2 businesses in 2016. White joined VHA in 2000 and held several leadership roles related to strategy and business development. Under his direction, the VHA SupplyNetworks™ business grew to include over 70% of VHA members with over $8 billion in total member spend. He also evolved the company's solution management function, driving efficiency and effectiveness internally and externally. Before VHA, White worked as a consultant for Arthur Andersen, focused on cost reduction for health system clients in the areas of clinical resource management and supply chain management. Prior to that, he served as an assistant vice president for High Plains Baptist Health System in Amarillo, Texas, leading their performance improvement efforts. White started his career with Coopers and Lybrand in Dallas. He earned his bachelor's degree in accounting from Texas A&M University and a master's in health care administration from Trinity University in San Antonio.