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Advantage Performance Group • We help organizations develop great people.

Meet Our Team

Joe Beilein
Advantage Performance partner Joe Beilein brings clients more than 20 years of sales, management, and training expertise. A highly experienced account manager and consultant, Joe specializes in helping organizations improve leadership and teamwork, performance mastery, business literacy, and sales and sales management. His approach to solving business challenges focuses on practical analysis of performance gaps, and applying results-based solutions to close those gaps.

314 862-9212
Clayton, MO
jbeilein@advantageperformance.com

Carol Bunn
Advantage Performance partner Carol Bunn helps organizations optimize business results through skillful actions taken by leaders and their teams. A specialist in sales optimization, leadership development, and business acumen for more than 20 years, she helps leaders put the right people, right processes, right capabilities, and right communications into action. A subsidiary of global talent development leader BTS, Advantage combines state-of-the-art selection, process and business skill offerings with tailored learning solutions that tie directly to the client’s targeted business results.

770 410-0838 | Alpharetta, GA
cbunn@advantageperformance.com

Karen Carlsen-Carney
Advantage Performance partner Karen Carlsen-Carney helps organizations improve performance, leadership and profitability. A specialist in business acumen and sales mastery, she helps leaders plan and execute their vision, goals and return on investment. By focusing on helping companies develop and implement effective leadership development, talent management, and overall organizational strategies, Karen helps her customers succeed.

949 436-3086
Laguna Beach, CA
kcarlsen@advantageperformance.com

Michael Castling
Senior Partner Mike Castling brings more than 30 years’ experience helping clients improve leadership and sales performance, with particular expertise in the areas of leadership development, sales training, and facilitation. Drawing from insights developed during his extensive career, Mike blends consulting and personal experience to help clients achieve outstanding results.

951 308-2466
Temecula, CA
mcastling@advantageperformance.com]

Jennifer Conlin
Advantage Performance partner Jennifer Conlin works with clients to create performance solutions that deliver solid, meaningful business results. A sales and customer service specialist with a strong financial services background, Jennifer is passionate about helping organizations make the leap to sustainable, world-class performance.

760 730-1641
Carlsbad, CA
jconlin@advantageperformance.com

Steve Doolittle
Advantage Performance partner Steve Doolittle brings clients nearly 30 years of experience developing and executing performance improvement strategies for major corporations. He is a sales management specialist with significant personal experience generating corporate sales results. In addition, he brings many years of experience helping his clients improve team and individual performance. Steve’s global reach includes work with several leading multinational organizations.

630 351-9761
Bloomingdale, IL
sdoolittle@advantageperformance.com

Rob Grossman
Advantage Performance Group partner Rob Grossman brings clients more than 16 years of experience improving leadership, sales, and business acumen. A consultant and facilitator with extensive experience designing and delivering learning, Rob specializes in inspiring and equipping managers and performers to create meaningful business impact. He has partnered with organizations across a broad range of industries and has led client engagements in Europe, Asia, and the Americas.

484 391-2918
Conshohocken, PA
rgrossman@advantageperformance.com

Tom Heimsoth
Advantage Performance partner Tom Heimsoth brings a rich combination of experience and skill to any client assignment as a consultant, facilitator, curriculum designer, and business developer.Tom provides consulting and training in the areas of management skills, leadership, sales and sales management, team building, performance management, presentation skills, process skills, and meeting facilitation, geared towards professionals who range from individual contributors to senior managers and executives.

925 933-4673
Walnut Creek, CA
theimsoth@advantageperformance.com

Jonathan Hodge
Jon is President/CEO at Advantage Performance Group, where he and his colleagues bring new leadership development, sales effectiveness and business acumen/strategic alignment learning programs to life for customers such as American Express, Bristol-Myers Squibb, Bechtel, Motorola, Chevron, Oracle, AT&T, and UPS. Jon focuses his primary energies on the development of new breakthrough learning systems, executive level consulting for strategic client partners and supporting the cast of team members that are the heart and soul of Advantage Performance Group.

801 243.5559
Salt Lake City, UT
jhodge@advantageperformance.com

J. Kent Houston
Advantage Performance partner Kent Houston provides performance solutionconsulting, tailoring, and facilitation that helps managers and their teams increase business literacy, manage for results, and achieve organizational goals. Kent brings Advantage clients particular expertise in the areas of strategic sales, management, and coaching.

719 783-2794
Westcliffe, CO
khouston@advantageperformance.com

Amy Kahn
Advantage Performance partner Amy Kahn is a highly experienced senior consultant and facilitator who helps organizations and individuals achieve business results. She offers clients a blend of keen insight and experience working with a range of industries. Amy specializes in the areas of leadership, performance mastery, sales and business acumen.

513 460-1617
Cincinnati, OH
akahn@advantageperformance.com

Jessica Lane
As an Advantage Performance partner Jessica Lane works with managers and executives to create performance improvement strategies based on their organizations’ overall goals and initiatives. Jessica’s extensive sales background and most recent position as Director of Sales allows her to leverage her knowledge and experience working with a broad range of industries in the areas of sales, leadership and business acumen to deliver solid and measurable results that align with their corporate strategy.

630 399-1483
Dallas, TX
jlane@advantageperformance.com

Jim LaVictoire
Advantage Performance partner Jim LaVictoire focuses on helping companies improve the skills and competence of everyone in their organizations—from front line staff, to managers, to top executives. He brings clients significant expertise in the areas of leadership and teamwork, performance mastery, business literacy, and sales and sales management. His current specialty is helping major account sales managers identify and understand their customers.

314 862-9212
Clayton, MO
jlavictoire@advantageperformance.com

Cheryl Lewis
Advantage Performance partner Cheryl Lewis brings clients more that 25 years of experience in training, organizational development, and consulting. A seasoned performance solution consultant who has partnered with clients in a broad range of industries, she specializes in helping clients improve organizational and individual performance that will have a lasting business impact. Her areas of expertise include leadership and team development, sales, and customer service skills.

303 926-5366
Lafayette, CO
clewis@advantageperformance.com

Alan Meeker
Advantage Performance partner Alan Meeker brings 30 years’ experience helping organizations achieve outstanding results. He specializes in helping companies, leaders and managers meet strategic business goals. Alan has expertise in the areas of Leadership, Performance Management, Direct Sales and Sales Management, Incentive Compensation, Market Management, Strategic Planning, Project Management and Product Development. He has also managed training from the”“other side of the table” for one of the nation’s largest financial institutions.

415 250-0124
Mill Valley, CA
ameeker@advantageperformance.com

Leisa Mohler-Erickson
Advantage Performance partner Leisa Mohler-Erickson helps organizations and their sales teams achieve transformative change that accelerates meaningful business results. Leisa brings a unique perspective from having worked for, or consulted within, all tiers of the sales function across a wide range of organizations – from industrial to professional services firms and from executive to line management to individual seller. She has particular expertise in the areas of talent selection, competency assessment, and sales/sales management development.

239 789-7106
St. Petersburg, FL
lerickson@advantageperformance.com

Emily Mortenson
Advantage Performance Group associate Emily Mortenson works with organizations to ensure they have the right people, processes, and capabilities in place so that individuals can execute successfully. A business acumen specialist with hands-on experience at every organizational level, Emily brings clients keen insights from her corporate sales and management career. She also has significant expertise in sales cycle management, branding, competitive analysis, forecasting, and negotiating.

917 880-1405
Clifton, NJ
emortenson@advantageperformance.com

Emily Mortenson
Advantage Performance Group associate Emily Mortenson works with organizations to ensure they have the right people, processes, and capabilities in place so that individuals can execute successfully. A business acumen specialist with hands-on experience at every organizational level, Emily brings clients keen insights from her corporate sales and management career. She also has significant expertise in sales cycle management, branding, competitive analysis, forecasting, and negotiating.

917 880-1405
St. Clifton, NJ
emortenson@advantageperformance.com

Rosemarie Nelson
Advantage Performance partner Rosemarie Nelson brings clients more than 20 years of sales, customer service, and management expertise. She specializes in strategic planning, performance management, business process improvement, leadership development, sales training, cross-functional teamwork, and improving business literacy for consumer and industrial products companies in domestic and international markets. A highly experienced facilitator, she is a certified instructor for several leading learning programs.

925 674-0856
Pleasant Hill, CA
rnelson@advantageperformance.com

Ray Neltner
Advantage Performance partner Ray Neltner brings clients more than 25 years of experience as an organizational change agent. In his work with international and domestic customers, he ensures training solutions are aligned with corporate strategy to drive desired results for the organization and its people. He specializes in the areas of sales leadership, performance mastery and business acumen.

513 460-3034
Amelia, OH
rneltner@advantageperformance.com

Bennett Phillips
Advantage Performance partner Bennett Phillips helps clients turn strategy into execution. With a background in leadership development and succession management, Bennett consults with clients to help not only overcome their leadership challenges, but to achieve the results necessary to drive sustainable growth and profitability. Bennett is dedicated to partnering with clients to create learning solutions that drive behavior change and succession plans that align to the client’s goals.

415 298-6564
Oakland, CA
bphillips@advantageperformance.com

Chuck Quakenbush
Advantage Performance partner Chuck Quakenbush, brings clients more than 23 years of broad and deep sales development and change management consulting expertise. A sales specialist with specific expertise in the life sciences industry, Chuck focuses on helping clients achieve goals in the areas of developing new business, sales leadership development, team-building, and diversity. He has worked on global initiatives that have included implementations in China, Latin America, and Europe.

317 844-0853
Carmel, IN
cquakenbush@advantageperformance.com

Peg Ruppert
Advantage Performance partner Peg Ruppert brings clients more than ten years of experience helping organizations prepare their people to succeed. She specializes in the areas of leader development, sales process improvement, sales management, and customer service. She has consulted to organizations in a broad range of industries, and is certified to teach more than 20 licensed leadership, management, sales, and service programs.

513 520-4024
Cincinnati, OH
pegr@advantageperformance.com

Paul Schnabel
Advantage Performance partner Paul Schnabel has helped organizations and their people create breakthrough performance for the past 20 years. A consultant, author, and workshop leader, he helps organizations achieve breakthrough results through their people. Paul specializes in the Advantage competency areas of Sales and Service Supremacy, Leadership, and Performance Management.

480 229-0855
Scottsdale, AZ
pschnabel@advantageperformance.com

Francine Smilen
Advantage Performance partner Francine Smilen brings clients more than 20 years of experience in the training and organizational development field. Highly experienced in the sales and sales management arena, she specializes in the areas of leadership and performance management.

212 260-9600
New York, NY
fsmilen@advantageperformance.com

Mary Steiner
Advantage Performance partner Mary Steiner is a highly experienced senior consultant who helps clients improve organizational and individual performance. She brings clients a deep understanding of business that is grounded by her experience as both a corporate executive and an corporate consultant. She specializes in the areas of leadership, performance mastery, sales, and business literacy.

952 942-8460
Eden Prairie, MN
msteiner@advantageperformance.com

Irving Stern
Advantage Performance partner Irv Stern brings 25 years of consulting and facilitation experience with clients across a broad range of industries. A seasoned business literacy specialist, he also helps organizations improve business results in the areas of sales and sales management, organizational change, and performance management. His global experience includes work in Canada, the U.K., France, Spain, Italy, the Netherlands, Norway, Singapore, and Malaysia.

610 724-9052
Wayne, PA
Istern@advantageperformance.com

Polly Thompson
Advantage Performance partner Polly Thompson focuses on helping organizations operationalize their brand by creating the performance that fulfills their value promise to clients and end users. A seasoned sales and customer service specialist with extensive experience in the military sector, Polly consults with clients to design and integrate the targeted training that will enable their people to support broader organizational missions.

434 964-1911
Charlottesville, VA
pthompson@advantageperformance.com

Jeff Tucker
Advantage Performance partner Jeff Tucker brings 20 years of experience consulting with clients in a broad range of industries. He specializes in creating business results in the areas of sales and sales management, organizational change, team development, and customer service.

630 243-1627
Chicago, IL
jtucker@advantageperformance.com

Bob Ungarean
Advantage Performance partner Bob Ungarean is a sales and marketing specialist with more than twenty years of global experience. He focuses on the areas of sales management, leadership development, strategic planning, change management, performance management, and selection and assessment. He has been responsible for building businesses in the U.S., Mexico, and Latin America.

214 679-2654
Plano, TX
bungarean@advantageperformance.com

Kelvin Yao
Advantage Performance partner Kelvin Yao brings more than 15 years of experience in helping clients address performance management and sales productivity issues. He specializes in helping technology companies attract, develop, and retain key talent.

703 566-0289
Alexandria, VA
kyao@advantageperformance.com

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