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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Al Goldstein CEO
AVANT

Dmitry Bresler President
Cambridge Lending Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Steve Kreynin CEO
Forte Group

Chris Rentner Founder & CEO
Akouba

Jared Kaplan CEO
OppLoans

Matt Peterson Vice President of Sales & Operations
IdilusHR

Mark Miller Partner & Financial Advisor
Focus On Success

Richard Burke CEO
Envoy Global

Michael Norton Director Of Business Development
Houlihan Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Canh Tran Co-Founder & CEO
Rippleshot

John Wheeler CEO
Countryside Bank

Peter B. Fair Managing Director
Golub Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dan Michelson CEO
Strata Decision Technology

Dave Kauppi President
MidMarket Capital, Inc.

Sonia Nagar Partner
Pritzker Group Venture Capital

Tom Sosnoff Founder & Co-CEO
tastytrade

Sean Conlon Founder and CEO
Conlon & Co

Joe Wright CEO
Access Mobility 24

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Poonam Gupta CEO & President
Iyka

Brian Liston Co-Founder & President
Seed CX

Thomas Flake Founder and CMO
bCause

Dan Dooley CEO and Principal
Morris Anderson

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Dave Mooney CEO
Alliant Credit Union

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Muhammad Azfar CEO
Auctus Capital Partners

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Vicki Escarra CEO
Opportunity International

Neil Book President and CEO
Jet Support Services, Inc.

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Mark Achler Managing Director
MATH Venture Partners

Steve Kolber President and Managing Partner
FGMK, LLC

Zack Johnson CEO
Syndio

David Lyon CEO
Main Street Financial

Ted Devine CEO
Insureon

Rick Lane CEO
Trading Technologies

Bill McCabe President and CEO
A. Eicoff & Co.

Robert Brown Founder and CEO
Options Away

Tony Villa President and CEO
Insuresoft

Frank Lee Partner
Weiss & Company LLP

Andy Roe General Manager
SurePayroll

Vamsi Bonthala CEO
Arbor Lodging Partners

Dan Abbate Founder & Co-CEO
81-c

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Stephanie Klein CEO
Braviant Holdings

Rich Fahn CEO
Excell Benefits Group

Joe Adams CEO
RSM McGladrey LLP

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Mitch Zacks Principal
Zacks Investment Management

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Bob Burke Founder
Burke America

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Loren Trimble Managing Director and CEO
AArete

William Towns Executive Director
Benefit Chicago

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Lisa Giles CEO & President
Giles & Associates Consultancy

Mike Giordano VP Client Consulting
FactSet

Glen Nielsen Author
Unvarnished Truth

Aaron Gillum Managing Partner
Caerus Investment Partners

Mark Heffron Managing Partner
Cedar Street Companies

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

Paul J McEntee Partner
B2B CFO

James Teppen Co-President
Gibraltar Business Capital

Kevin Werner CEO
Renovo Financial, LLC

Sanjeev Krishnan MD & CIO
S2G Ventures

Neal McNamara Co-Founder
Virtas Partners

Ralph Blust President
Insureon

Cayla Weisberg Partner
InvestHER Ventures

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

John Higginson CTO
Enova International

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Jason Beans CEO
Rising Medical Solutions

Peter Wilkins Managing Director
Hyde Park Angels

Eero Pikat President
Barchart

Nathan Popkins Founder & CEO
Align Income Share Funding

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Kristi Ross Co-CEO & President
tastytrade

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Maz Pawar CEO
SA Capital Partners

Ray Grady Executive Vice President
CloudCraze

Jessica Droste Yagan CEO
Impact Engine

Scott Kitun CEO
Technori

Amy Francetic Managing Director
Energize Ventures

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

CJ Montano Partner & Managing Director
Forte Group

Jerome Grisko CEO & President
CBIZ, Inc.

David Miller Founder & CEO
PeachCap

Drew Lydecker Co-Founder and President
AVANT

Dale Kluga President
Cobra Capital LLC

Todd Jones President
BBMC Mortgage

David Macknin CEO and President
Alper Services

Nihal Advani Founder & CEO
Georama

Finance

Build a Narrative Around Why You Have to do Something

Thomas Flake

, bCause

Professional Services Finance

Constantly Reinforcing Culture Though Interaction

Neal McNamara

, Virtas Partners

Investments Professional Services Finance

Creating Something New Is A Challenge

William Towns

, Benefit Chicago

Investments Professional Services Finance

Constantly Think 2-Steps Ahead

Craig Bolanos

, Wealth Management Group, LLC

Professional Services Finance

Hold Loosely To Goals And Firmly To Intent

Dave Mooney

, Alliant Credit Union

Professional Services Finance

You Have To Be Above Average In Output

Brian Liston

, Seed CX

Investments Professional Services Finance

Turn Ambiguity Into A Positive

Sanjeev Krishnan

, S2G Ventures

Professional Services Finance Technology

Make Sure Core Values Scale

Stephanie Klein

, Braviant Holdings

Real Estate Professional Services Finance

Common Sense Is Not That Common

Sean Conlon

, Conlon & Co

Investments Professional Services Finance

Look For Grit And Persistence

Mark Achler

, MATH Venture Partners

Investments Professional Services Finance

Anticipate What’s Going To Happen

Dawn Reese

, The Cleveland Avenue Foundation for Education

Professional Services Finance

Put Your People First

David Macknin

, Alper Services

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Company Spotlight in Finance

Align Income Share Funding

Origin Ventures

Access Mobility 24

Leonard & Associates CPAs

Michael Leonard

A. Eicoff & Co.

Warady & Davis LLP

Hyde Park Angels

CALIBR Merchant Solutions

Arbor Lodging Partners

Cedar Street Companies

BMO Harris Bank

Leslie Anderson

Midwest Equity Mortgage LLC

Rising Medical Solutions

Gibraltar Business Capital

Excell Benefits Group

DeAnn O’Donovan

Auctus Capital Partners

Chicago Interactive Marketing Association (CIMA)

Benefit Chicago

Cambridge Lending Group

Kruse Asset Management

Chicago Teachers’ Pension Fund

Chuck Burbridge

Sanjeev Krishnan

Trading Technologies

Net Zero Analysis and Design Corp.

George Sullivan

Countryside Bank

Zacks Investment Management

Weiss & Company LLP

Enova International

Wealth Management Group, LLC

Energize Ventures

RSM McGladrey LLP

Strata Decision Technology

Alliant Credit Union

Accretive Health Inc.

Focus On Success

The Cleveland Avenue Foundation for Education

4WEALTH® FINANCIAL GROUP

Opportunity International

Morris Anderson

Main Street Financial

Unvarnished Truth

Jet Support Services, Inc.

Houlihan Capital

Renovo Financial, LLC

Signature Chicago Wealth Management

Virtas Partners

SA Capital Partners

Jessica Droste Yagan

Giles & Associates Consultancy

Madison Street Capital, LLC

Charles Botchway

Northwestern Mutual Chicago

Nathan Kinzinger

Dimitri P. Eliopoulos

Cobra Capital LLC

MATH Venture Partners

Pritzker Group Venture Capital

MB Financial Bank

InvestHER Ventures

Polished Nickel Capital Management

Carol Lavin Bernick

MidMarket Capital, Inc.

Caerus Investment Partners

Braviant Holdings

Stephanie Klein