Mary Beth Sullivan, Managing Partner
Mary Beth leads the firm’s Business Performance Improvement and Marketing practice areas. Prior to joining CPG, Mary Beth was Senior Managing Director at Furash & Company and Vice President of Marketing and Assistant Controller with Chemical Banking Corporation in New York. Mary Beth has over 18 years of experience in the financial services industry.

Mary Beth can be reached at msullivan@capitalperform.com.

Claude A. Hanley, Jr., Partner
Claude leads the firm’s Regulatory Assistance and Policy Analysis practice area and works extensively on Business Performance Improvement assignments. Prior to joining CPG, Claude was Managing Director at Furash & Company, where he led the firm’s regulatory policy and M&A advisory teams. Claude has over 20 years of industry experience.

Claude can be reached at chanley@capitalperform.com.

Gary D. Stein, Partner
Gary leads the firm's Distribution Planning practice and works extensively on Business Performance Improvement assignments. Prior to joining CPG, Gary was a Principal with Furash & Company, where he managed the firm's Retail Distribution practice area. Prior to that, Gary was an Assistant Vice President at Signet Bank in Richmond, Virginia and a management consultant with both Coopers & Lybrand LLC and Andersen Consulting. Gary has 16 years of industry experience.

Gary can be reached at gstein@capitalperform.com.

CPG's staff of consultants and research analysts works closely with our leadership team to provide high-quality insight and ensure efficient and successful engagements for our clients. In addition, CPG's Consulting Associates bring deep expertise across a wide range of industry disciplines. This group includes:

John Barrickman - President of New Horizons Financial Group and recognized industry expert in commercial and small business credit risk management, commercial banking and private banking.

Ben F. Bowden - Independent consultant, with over 20 years of experience in implementing sophisticated technologies for financial services clients and a specialty in inter-networked systems applications.

Brian Byrne - President of Aviador Group, providing business advisory services including strategy, brand development, and marketing communications to financial services and consumer products companies around the world.

Pat Carmichael - Pat has a broad range of experiences in sales, service, diversity and coaching, and has consulted in the Financial Services Industry on a variety of transformational projects.

Neal Chambliss - EVP of Phoenix Marketing International, Inc., a market research firm specializing in the financial services industry.

Michael Flores - President and CEO of Bretton Woods, with expertise in electronic payment systems design and eCommerce applications and information technology.

Mary Ellen Georgas - Former VP and Internet Product Manager at JPMorgan Chase and Principal with Scient in New York and Paris, with expertise in online banking, eCommerce strategy, governance, marketing, and program execution.

Stephanie Greene - Former VP at JPMorgan Chase with expertise in process improvement, training development, facilitation and coaching.

Rick Hitt - Managing Director and Nation Practice Leader of the Financial Service's Valuation and Advisory Practice within Navigant Consulting Inc.'s Capital Advisors.

John Shields - CPA and the Founder of MainStay Consulting with over 30 years of asset management industry experience, including infrastructure, technology, risk management, sales and marketing, administration, distribution and portfolio management.

Tom Kane - President & CEO of Investment Program Solutions, with 27 years of experience in helping banks optimize results in trust, private banking, asset management, and brokerage through integration, distribution, and efficiency enhancements.

Robin Klein - former Senior Vice President of Retail Banking Call Center Operations at JPMorgan Chase, with 18 years experience in retail operations, marketing segment management, direct banking program management, and line management.

Nancy Maas - President of Intuegy, Inc., a strategic consulting firm and former Chief Marketing Officer at a large region bank corporation with over 25 years of experience in strategy, brand development, marketing, research, product development, database marketing, sales/delivery strategy and marketing organization development.

John S. Poelker - Former Chief Financial Officer for Old National Bancorp in Evansville, IN, with expertise in financial management, risk control, strategic planning, mergers and acquisition analysis, and profitability analysis and improvement.

Jay Postma - President of MSB Compliance, Inc. which specializes in U.S. Bank Secrecy Act, USA PATRIOT Act and anti-money laundering compliance services for money services businesses and community banks.

Peter Roggemann - Former SVP of Chase Card Services, with deep expertise in financial services marketing and credit card strategy development, program development and execution, and product design and launch.

Karan Spanard - Independent consultant with over 18 years experience and expertise in global transaction services and treasury management, marketing strategy, and event management expertise in retail banking, product development, and data-driven marketing.

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