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Finance

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Strong Leadership

CXO Spotlight in Finance

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Mitch Zacks Principal
Zacks Investment Management

Ted Devine CEO
Insureon

Steve Miller Partner and Co-Founder
Origin Ventures

Tom Sosnoff Founder & Co-CEO
tastytrade

Frank Lee Partner
Weiss & Company LLP

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Dmitry Bresler President
Cambridge Lending Group

David Macknin CEO and President
Alper Services

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Bob Burke Founder
Burke America

Canh Tran Co-Founder & CEO
Rippleshot

Glen Nielsen Author
Unvarnished Truth

Stephanie Klein CEO
Braviant Holdings

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Jared Kaplan CEO
OppLoans

Muhammad Azfar CEO
Auctus Capital Partners

Rich Fahn CEO
Excell Benefits Group

Robert Brown Founder and CEO
Options Away

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Loren Trimble Managing Director and CEO
AArete

Ray Grady Executive Vice President
CloudCraze

Nihal Advani Founder & CEO
Georama

Steve Kreynin CEO
Forte Group

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Jason Beans CEO
Rising Medical Solutions

Dave Mooney CEO
Alliant Credit Union

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Peter Wilkins Managing Director
Hyde Park Angels

Dave Kauppi President
MidMarket Capital, Inc.

Joe Adams CEO
RSM McGladrey LLP

Bill McCabe President and CEO
A. Eicoff & Co.

Dan Dooley CEO and Principal
Morris Anderson

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Joe Wright CEO
Access Mobility 24

Dan Michelson CEO
Strata Decision Technology

Mike Giordano VP Client Consulting
FactSet

Drew Lydecker Co-Founder and President
AVANT

Poonam Gupta CEO & President
Iyka

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Ralph Blust President
Insureon

Jessica Droste Yagan CEO
Impact Engine

CJ Montano Partner & Managing Director
Forte Group

Al Goldstein CEO
AVANT

James Teppen Co-President
Gibraltar Business Capital

Eero Pikat President
Barchart

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Amy Francetic Managing Director
Energize Ventures

Scott Kitun CEO
Technori

Todd Jones President
BBMC Mortgage

Peter B. Fair Managing Director
Golub Capital

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

Thomas Flake Founder and CMO
bCause

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

Nathan Popkins Founder & CEO
Align Income Share Funding

Tony Villa President and CEO
Insuresoft

Chris Rentner Founder & CEO
Akouba

David Lyon CEO
Main Street Financial

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Lisa Giles CEO & President
Giles & Associates Consultancy

Rick Lane CEO
Trading Technologies

Michael Leonard Managing Partner
Leonard & Associates CPAs

Dan Abbate Founder & Co-CEO
81-c

William Towns Executive Director
Benefit Chicago

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Vicki Escarra CEO
Opportunity International

Neal McNamara Co-Founder
Virtas Partners

Maz Pawar CEO
SA Capital Partners

John Wheeler CEO
Countryside Bank

Sanjeev Krishnan MD & CIO
S2G Ventures

Zack Johnson CEO
Syndio

Paul J McEntee Partner
B2B CFO

Michael Norton Director Of Business Development
Houlihan Capital

Dale Kluga President
Cobra Capital LLC

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Vamsi Bonthala CEO
Arbor Lodging Partners

John Higginson CTO
Enova International

Matt Peterson Vice President of Sales & Operations
IdilusHR

Aaron Gillum Managing Partner
Caerus Investment Partners

Cayla Weisberg Partner
InvestHER Ventures

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Sean Conlon Founder and CEO
Conlon & Co

David Miller Founder & CEO
PeachCap

Mark Miller Partner & Financial Advisor
Focus On Success

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Mark Achler Managing Director
MATH Venture Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

Brian Liston Co-Founder & President
Seed CX

Neil Book President and CEO
Jet Support Services, Inc.

Jerome Grisko CEO & President
CBIZ, Inc.

Steve Kolber President and Managing Partner
FGMK, LLC

Richard Burke CEO
Envoy Global

Andy Roe General Manager
SurePayroll

Kevin Werner CEO
Renovo Financial, LLC

Kristi Ross Co-CEO & President
tastytrade

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

Net Zero Analysis and Design Corp.

George Sullivan

Gibraltar Business Capital

DeAnn O’Donovan

Cambridge Lending Group

Sanjeev Krishnan

Kruse Asset Management

Virtas Partners

Polished Nickel Capital Management

Carol Lavin Bernick

CALIBR Merchant Solutions

Arbor Lodging Partners

Energize Ventures

A. Eicoff & Co.

Caerus Investment Partners

Signature Chicago Wealth Management

Accretive Health Inc.

Alliant Credit Union

Chicago Teachers’ Pension Fund

Chuck Burbridge

Cobra Capital LLC

MB Financial Bank

Enova International

Warady & Davis LLP

Excell Benefits Group

Countryside Bank

Weiss & Company LLP

RSM McGladrey LLP

Giles & Associates Consultancy

Main Street Financial

Focus On Success

MidMarket Capital, Inc.

Rising Medical Solutions

Hyde Park Angels

Jessica Droste Yagan

Morris Anderson

InvestHER Ventures

Houlihan Capital

Strata Decision Technology

Origin Ventures

Unvarnished Truth

BMO Harris Bank

Leslie Anderson

Zacks Investment Management

Pritzker Group Venture Capital

Align Income Share Funding

Benefit Chicago

Access Mobility 24

The Cleveland Avenue Foundation for Education

Midwest Equity Mortgage LLC

MATH Venture Partners

Wealth Management Group, LLC

4WEALTH® FINANCIAL GROUP

Dimitri P. Eliopoulos

Chicago Interactive Marketing Association (CIMA)

SA Capital Partners

Renovo Financial, LLC

Auctus Capital Partners

Trading Technologies

Opportunity International

Northwestern Mutual Chicago

Nathan Kinzinger

Leonard & Associates CPAs

Michael Leonard

Braviant Holdings

Stephanie Klein

Madison Street Capital, LLC

Charles Botchway

Jet Support Services, Inc.