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Finance

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CXO Spotlight in Finance

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CJ Montano Partner & Managing Director
Forte Group

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Jerome Grisko CEO & President
CBIZ, Inc.

Neil Book President and CEO
Jet Support Services, Inc.

George Sullivan Senior Principal and CEO
Net Zero Analysis and Design Corp.

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Peter B. Fair Managing Director
Golub Capital

Steve Kreynin CEO
Forte Group

Neal McNamara Co-Founder
Virtas Partners

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Cayla Weisberg Partner
InvestHER Ventures

Ted Devine CEO
Insureon

Nathan Popkins Founder & CEO
Align Income Share Funding

Poonam Gupta CEO & President
Iyka

Mark Miller Partner & Financial Advisor
Focus On Success

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Paul J McEntee Partner
B2B CFO

Tom Sosnoff Founder & Co-CEO
tastytrade

Jason Beans CEO
Rising Medical Solutions

Brian Liston Co-Founder & President
Seed CX

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

David Macknin CEO and President
Alper Services

Nihal Advani Founder & CEO
Georama

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Dale Kluga President
Cobra Capital LLC

Michael Leonard Managing Partner
Leonard & Associates CPAs

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Sonia Nagar Partner
Pritzker Group Venture Capital

Scott Kitun CEO
Technori

Richard Burke CEO
Envoy Global

Drew Lydecker Co-Founder and President
AVANT

Vicki Escarra CEO
Opportunity International

Loren Trimble Managing Director and CEO
AArete

Joe Wright CEO
Access Mobility 24

David Lyon CEO
Main Street Financial

Jared Kaplan CEO
OppLoans

William Towns Executive Director
Benefit Chicago

Bob Burke Founder
Burke America

Sean Conlon Founder and CEO
Conlon & Co

Aaron Gillum Managing Partner
Caerus Investment Partners

Jessica Droste Yagan CEO
Impact Engine

Bill McCabe President and CEO
A. Eicoff & Co.

Leslie Anderson SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank

Chris Rentner Founder & CEO
Akouba

Tony Villa President and CEO
Insuresoft

Dave Mooney CEO
Alliant Credit Union

Dave Kauppi President
MidMarket Capital, Inc.

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Ray Grady Executive Vice President
CloudCraze

Dr. Emad Rizk President and CEO
Accretive Health Inc.

John Wheeler CEO
Countryside Bank

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Rick Lane CEO
Trading Technologies

Sanjeev Krishnan MD & CIO
S2G Ventures

Dan Dooley CEO and Principal
Morris Anderson

Glen Nielsen Author
Unvarnished Truth

Stephanie Klein CEO
Braviant Holdings

Vamsi Bonthala CEO
Arbor Lodging Partners

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Zack Johnson CEO
Syndio

Robert Brown Founder and CEO
Options Away

Thomas Flake Founder and CMO
bCause

Kristi Ross Co-CEO & President
tastytrade

Dan Abbate Founder & Co-CEO
81-c

Mark Achler Managing Director
MATH Venture Partners

Mike Giordano VP Client Consulting
FactSet

James Teppen Co-President
Gibraltar Business Capital

Ralph Blust President
Insureon

Matt Peterson Vice President of Sales & Operations
IdilusHR

Steve Kolber President and Managing Partner
FGMK, LLC

Lisa Giles CEO & President
Giles & Associates Consultancy

Maz Pawar CEO
SA Capital Partners

Canh Tran Co-Founder & CEO
Rippleshot

Michael Norton Director Of Business Development
Houlihan Capital

Todd Jones President
BBMC Mortgage

Al Goldstein CEO
AVANT

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Rich Fahn CEO
Excell Benefits Group

John Higginson CTO
Enova International

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Dmitry Bresler President
Cambridge Lending Group

Muhammad Azfar CEO
Auctus Capital Partners

Amy Francetic Managing Director
Energize Ventures

Kevin Werner CEO
Renovo Financial, LLC

Frank Lee Partner
Weiss & Company LLP

Steve Miller Partner and Co-Founder
Origin Ventures

Eero Pikat President
Barchart

Peter Wilkins Managing Director
Hyde Park Angels

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Dan Michelson CEO
Strata Decision Technology

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Andy Roe General Manager
SurePayroll

Mitch Zacks Principal
Zacks Investment Management

Joe Adams CEO
RSM McGladrey LLP

Really Care About Customer Experience

Real Estate Professional Services Finance

Kevin Werner

, Renovo Financial, LLC

Build a Narrative Around Why You Have to do Something.png

Build a Narrative Around Why You Have to do Something

Finance

Thomas Flake

, bCause

Constantly Reinforcing Culture Though Interaction

Professional Services Finance

Neal McNamara

, Virtas Partners

Creating Something New Is A Challenge

Investments Professional Services Finance

William Towns

, Benefit Chicago

Constantly Think 2-Steps Ahead

Investments Professional Services Finance

Craig Bolanos

, Wealth Management Group, LLC

Hold Loosely To Goals And Firmly To Intent

Professional Services Finance

Dave Mooney

, Alliant Credit Union

You Have To Be Above Average In Output

Professional Services Finance

Brian Liston

, Seed CX

Turn Ambiguity Into A Positive

Investments Professional Services Finance

Sanjeev Krishnan

, S2G Ventures

Make Sure Core Values Scale

Professional Services Finance Technology

Stephanie Klein

, Braviant Holdings

Common Sense Is Not That Common

Real Estate Professional Services Finance

Sean Conlon

, Conlon & Co

Look For Grit And Persistence

Investments Professional Services Finance

Mark Achler

, MATH Venture Partners

Anticipate What’s Going To Happen

Investments Professional Services Finance

Dawn Reese

, The Cleveland Avenue Foundation for Education

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Company Spotlight in Finance

MATH Venture Partners

Access Mobility 24

Caerus Investment Partners

Countryside Bank

Kruse Asset Management

DeAnn O’Donovan

Pritzker Group Venture Capital

Energize Ventures

Unvarnished Truth

Zacks Investment Management

Origin Ventures

Houlihan Capital

CALIBR Merchant Solutions

Main Street Financial

Jet Support Services, Inc.

Polished Nickel Capital Management

Carol Lavin Bernick

InvestHER Ventures

Morris Anderson

The Cleveland Avenue Foundation for Education

Cambridge Lending Group

Dimitri P. Eliopoulos

Gibraltar Business Capital

Wealth Management Group, LLC

Accretive Health Inc.

Chicago Teachers’ Pension Fund

Chuck Burbridge

MB Financial Bank

Excell Benefits Group

4WEALTH® FINANCIAL GROUP

Braviant Holdings

Stephanie Klein

Virtas Partners

Alliant Credit Union

Sanjeev Krishnan

Cobra Capital LLC

Renovo Financial, LLC

Leonard & Associates CPAs

Michael Leonard

Hyde Park Angels

Chicago Interactive Marketing Association (CIMA)

Trading Technologies

Strata Decision Technology

Midwest Equity Mortgage LLC

A. Eicoff & Co.

Net Zero Analysis and Design Corp.

George Sullivan

Rising Medical Solutions

RSM McGladrey LLP

Align Income Share Funding

Benefit Chicago

Giles & Associates Consultancy

Weiss & Company LLP

Auctus Capital Partners

SA Capital Partners

Jessica Droste Yagan

Warady & Davis LLP

Madison Street Capital, LLC

Charles Botchway

Focus On Success

Northwestern Mutual Chicago

Nathan Kinzinger

MidMarket Capital, Inc.

Signature Chicago Wealth Management

Enova International

BMO Harris Bank

Leslie Anderson

Arbor Lodging Partners

Opportunity International