Our client engagements are staffed with a high proportion of senior-level resources to ensure that our clients benefit from the wealth of functional and industry knowledge that our firm’s principals bring to projects.
Mr. Ball is an Executive Vice President of CAST with more than 25 years of experience working in and consulting with the financial services industry. His areas of focus include business process reengineering, business consolidations and integrations, cost management, and profitability improvement. Mr. Ball also serves as CAST’s Chief Financial Officer. Prior to joining CAST, Mr. Ball was a Senior Manager at IBM Global Services, a Senior Vice President at Bank of America, Vice President at First Data Corporation, and Vice President of Finance at American Express.
Mr. Ball received a Masters of Business Administration, with a concentration in finance, from the University of Florida and a Bachelor of Science degree in accounting, summa cum laude, from Wake Forest University. Mr. Ball is a Certified Public Accountant, a Certified Internal Auditor, and a Six Sigma Black Belt.
Mr. Braunegg is a founding principal, Executive Vice President, and Secretary of the Board of Directors of CAST. Mr. Braunegg has over 25 years of experience consulting to major financial services companies and has established himself as a leading expert in the areas Distribution Strategy, Organizational Design and Revenue Enhancement. During his career he has had the good fortune to have led consulting assignments at some of the most successful companies in the country and is privileged to be considered a trusted advisor to some of the most senior executives in the financial services industry. Mr. Braunegg is a frequent speaker to industry groups on his areas of expertise. Most recently he has focused his attention on the attributes of successful Broker Dealers of the future.
Mr. Braunegg received a Master of Business Administration degree in management advisory services and accounting from the University of Southern California, and has a Bachelor of Science degree, magna cum laude, in accounting from Indiana University of Pennsylvania. Mr. Braunegg is a Certified Cash Manager and a Certified Public Accountant in California and Pennsylvania.
Mr. Caulfield has been acting as a consultant to the Financial Services industry, including the banking, brokerage, and insurance industries for more than 14 years. His primary area of focus is in the Organizational Effectiveness practice, where CAST’s core competency is an ability to join extensive industry experience with a unique approach that enhances an organization’s decision making process. Mr. Caulfield’s areas of expertise include: developing and implementing channel optimization, digital sales strategies, process improvements and key performance indicators, developing Sales and Relationship management programs, change management, performing staffing analysis, developing and managing implementation plans, improving commercial credit approval/underwriting processes, and assisting in compliance audit.
Mr. Caulfield received a Bachelor of Arts degree in Economics with an English minor from the University of California, Los Angeles.
Mr. Collins is the President and CEO of CAST with 22 years of experience working in and consulting to the Banking and Financial Services industries. His areas of focus include Commercial Banking & Commercial Lending Organizational Effectiveness, Commercial & Retail Banking Operations, Consumer Lending & Collections, Distribution Channel Management & Optimization, Call Center Implementation, Management & Optimization and Branch Staffing & Operations.
Prior to joining CAST, Mr. Collins was Executive Vice President – Corporate Development and Consumer Lending with Dollar Financial Group an international diversified financial services company. Additionally, he held the position of Senior Vice President – Retail Banking at Ocwen Financial Corporation where he managed their Retail Banking Business. Prior to that, he was a Senior Consultant with the management consulting firm LoBue Associates where he consulted to multi-national financial institutions in their International Division.
Mr. Collins received a Bachelor degree in Business Administration with an emphasis in Finance from the University of Notre Dame.
Mr. Felberg is an Executive Vice President and principal of CAST with more than 24 years of experience consulting to financial institutions. His areas of focus include Cash Management, Fee Revenue, Bank Operations, and Mortgage Banking.
Prior to joining CAST, Mr. Felberg held positions as an Operations Manager at Crocker National Bank and as a Senior Consultant in KPMG Peat Marwick’s Financial Institutions Consulting Practice. He has also held corporate banking positions at First Interstate Bank.
Mr. Felberg received a Master of Business Administration degree in finance and accounting from the University of California, Los Angeles and a Bachelor of Arts degree, cum laude, in economics from Occidental College. Mr. Felberg is a Certified Cash Manager.
Ms. Somers is an Executive Vice President of CAST, specializing in organizational design and effectiveness. With over 20 years of operations and consulting experience, she has been exclusively focused on the financial services industry for the last 18 years. Her areas of focus include business process reengineering, organizational design, staff modeling, cost reduction and management, and revenue enhancement. Prior to joining CAST, she was an independent management consultant to a wide range of industries. Previously, she held a number of positions with Procter & Gamble, most recently managing their West Coast Distribution Center.
Ms. Somers received a Master of Business Administration degree from the Harvard Business School and a Bachelor of Science degree in mechanical engineering from Virginia Polytechnic Institute and State University.
Mr. Teshirogi is a founding principal and Chairman of CAST and has more than 26 years of experience working with or consulting to financial institutions. Mr. Teshirogi served as the Chief Executive Officer of CAST between 1986 until 2006. His primary areas of focus include Corporate Strategy and Marketing/Distribution Strategy. Prior to founding CAST, Mr. Teshirogi was a Senior Manager in KPMG Peat Marwick’s Financial Institutions Consulting Practice, specializing in financial and operational consulting services.
During his professional career, he was the Group Manager with Crocker National Bank in both the financial planning and financial systems areas of their commercial services and real estate industry divisions. Prior to that, Mr. Teshirogi was a Senior Consultant with Arthur Andersen & Co.
He received a Master of Business Administration degree, with an emphasis in finance, from California State University, Los Angeles, and a Bachelor of Science degree in engineering from the University of California, Los Angeles.