| Name | Title | Contact Details |
|---|---|---|
Catherine Leung |
Vice President, Sales and Business Development | Profile |
Rose Hu |
Vice President of Marketing and Sales | Profile |
ParetoHealth is a healthcare benefits solutions provider focused on midsize employers with 50 to 1,000 employees. The company aims to reduce healthcare cost volatility and improve financial outcomes through innovative self-insurance models. It has established itself as the largest health benefits captive in the U.S., managing over $6.6 billion in healthcare spending and serving more than 3,000 employers, which collectively cover over 1 million lives. The company offers a range of services, including its Risk Shield program, which provides a shared-risk model for predictable costs and stop-loss protection against large claims. Its Savings Engine utilizes data analytics and clinical expertise to manage medical costs and improve pharmacy solutions through the ParetoHealth Pharmacy Consortium. By pooling employers into a single risk pool, ParetoHealth enhances negotiating leverage and risk stabilization, allowing midsize businesses access to cost-saving tools typically available to larger corporations.
Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.