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CXO Spotlight in Finance

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James Teppen Co-President
Gibraltar Business Capital

Ralph Blust President
Insureon

Bob Burke Founder
Burke America

Aaron Gillum Managing Partner
Caerus Investment Partners

Joe Wright CEO
Access Mobility 24

Glen Nielsen Author
Unvarnished Truth

Jerome Grisko CEO & President
CBIZ, Inc.

Kristi Ross Co-CEO & President
tastytrade

Dan Michelson CEO
Strata Decision Technology

Michael Leonard Managing Partner
Leonard & Associates CPAs

Peter Wilkins Managing Director
Hyde Park Angels

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Jason Beans CEO
Rising Medical Solutions

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Mitch Zacks Principal
Zacks Investment Management

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Canh Tran Co-Founder & CEO
Rippleshot

David Lyon CEO
Main Street Financial

Scott Kitun CEO
Technori

Dave Mooney CEO
Alliant Credit Union

Michael Norton Director Of Business Development
Houlihan Capital

Cayla Weisberg Partner
InvestHER Ventures

Al Goldstein CEO
AVANT

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Tom Sosnoff Founder & Co-CEO
tastytrade

Dmitry Bresler President
Cambridge Lending Group

Jessica Droste Yagan CEO
Impact Engine

Muhammad Azfar CEO
Auctus Capital Partners

Dale Kluga President
Cobra Capital LLC

Vamsi Bonthala CEO
Arbor Lodging Partners

Neil Book President and CEO
Jet Support Services, Inc.

Thomas Flake Founder and CMO
bCause

Andy Roe General Manager
SurePayroll

Rich Fahn CEO
Excell Benefits Group

CJ Montano Partner & Managing Director
Forte Group

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Lisa Giles CEO & President
Giles & Associates Consultancy

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

Nathan Popkins Founder & CEO
Align Income Share Funding

Rick Lane CEO
Trading Technologies

Steve Kreynin CEO
Forte Group

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Joe Adams CEO
RSM McGladrey LLP

Sanjeev Krishnan MD & CIO
S2G Ventures

Chris Rentner Founder & CEO
Akouba

Kevin Werner CEO
Renovo Financial, LLC

David Miller Founder & CEO
PeachCap

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Dan Abbate Founder & Co-CEO
81-c

Zack Johnson CEO
Syndio

Bill McCabe President and CEO
A. Eicoff & Co.

Poonam Gupta CEO & President
Iyka

Maz Pawar CEO
SA Capital Partners

Mike Giordano VP Client Consulting
FactSet

Eero Pikat President
Barchart

Stephanie Klein CEO
Braviant Holdings

Sean Conlon Founder and CEO
Conlon & Co

Paul J McEntee Partner
B2B CFO

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Vicki Escarra CEO
Opportunity International

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Loren Trimble Managing Director and CEO
AArete

Peter B. Fair Managing Director
Golub Capital

Brian Liston Co-Founder & President
Seed CX

Dave Kauppi President
MidMarket Capital, Inc.

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

John Higginson CTO
Enova International

Sonia Nagar Partner
Pritzker Group Venture Capital

Nihal Advani Founder & CEO
Georama

Drew Lydecker Co-Founder and President
AVANT

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Matt Peterson Vice President of Sales & Operations
IdilusHR

Steve Miller Partner and Co-Founder
Origin Ventures

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Steve Kolber President and Managing Partner
FGMK, LLC

Ray Grady Executive Vice President
CloudCraze

Neal McNamara Co-Founder
Virtas Partners

Amy Francetic Managing Director
Energize Ventures

Mark Achler Managing Director
MATH Venture Partners

William Towns Executive Director
Benefit Chicago

John Wheeler CEO
Countryside Bank

Jared Kaplan CEO
OppLoans

Tony Villa President and CEO
Insuresoft

Ted Devine CEO
Insureon

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Dan Dooley CEO and Principal
Morris Anderson

Frank Lee Partner
Weiss & Company LLP

Mark Miller Partner & Financial Advisor
Focus On Success

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Robert Brown Founder and CEO
Options Away

Richard Burke CEO
Envoy Global

David Macknin CEO and President
Alper Services

Todd Jones President
BBMC Mortgage

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

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

Northwestern Mutual Chicago

Nathan Kinzinger

Virtas Partners

Braviant Holdings

Stephanie Klein

Caerus Investment Partners

Wealth Management Group, LLC

Opportunity International

Sanjeev Krishnan

Main Street Financial

A. Eicoff & Co.

Enova International

MATH Venture Partners

Dimitri P. Eliopoulos

Giles & Associates Consultancy

The Cleveland Avenue Foundation for Education

Zacks Investment Management

Warady & Davis LLP

Energize Ventures

Align Income Share Funding

Chicago Teachers’ Pension Fund

Chuck Burbridge

InvestHER Ventures

MB Financial Bank

Cobra Capital LLC

Accretive Health Inc.

Countryside Bank

Houlihan Capital

Alliant Credit Union

Pritzker Group Venture Capital

Chicago Interactive Marketing Association (CIMA)

Excell Benefits Group

Weiss & Company LLP

Rising Medical Solutions

Access Mobility 24

Auctus Capital Partners

BMO Harris Bank

Leslie Anderson

Strata Decision Technology

Polished Nickel Capital Management

Carol Lavin Bernick

Cambridge Lending Group

Focus On Success

Kruse Asset Management

Benefit Chicago

MidMarket Capital, Inc.

Unvarnished Truth

Trading Technologies

DeAnn O’Donovan

Madison Street Capital, LLC

Charles Botchway

RSM McGladrey LLP

CALIBR Merchant Solutions

Arbor Lodging Partners

Renovo Financial, LLC

Origin Ventures

SA Capital Partners

Jet Support Services, Inc.

Leonard & Associates CPAs

Michael Leonard

Gibraltar Business Capital

Signature Chicago Wealth Management

Net Zero Analysis and Design Corp.

George Sullivan

Jessica Droste Yagan

Hyde Park Angels

4WEALTH® FINANCIAL GROUP

Morris Anderson

Midwest Equity Mortgage LLC