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Finance

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CXO Spotlight in Finance

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Sonia Nagar Partner
Pritzker Group Venture Capital

John Higginson CTO
Enova International

Steve Kolber President and Managing Partner
FGMK, LLC

Vamsi Bonthala CEO
Arbor Lodging Partners

Matt Peterson Vice President of Sales & Operations
IdilusHR

Jessica Droste Yagan CEO
Impact Engine

Mitch Zacks Principal
Zacks Investment Management

Ray Grady Executive Vice President
CloudCraze

Steve Miller Partner and Co-Founder
Origin Ventures

John Wheeler CEO
Countryside Bank

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Kristi Ross Co-CEO & President
tastytrade

Aaron Gillum Managing Partner
Caerus Investment Partners

Mike Giordano VP Client Consulting
FactSet

Neil Book President and CEO
Jet Support Services, Inc.

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Todd Jones President
BBMC Mortgage

Brian Liston Co-Founder & President
Seed CX

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dave Kauppi President
MidMarket Capital, Inc.

Poonam Gupta CEO & President
Iyka

Joe Adams CEO
RSM McGladrey LLP

Sean Conlon Founder and CEO
Conlon & Co

Rich Fahn CEO
Excell Benefits Group

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Drew Lydecker Co-Founder and President
AVANT

Dale Kluga President
Cobra Capital LLC

Neal McNamara Co-Founder
Virtas Partners

Robert Brown Founder and CEO
Options Away

Amy Francetic Managing Director
Energize Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

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

Nihal Advani Founder & CEO
Georama

Peter Wilkins Managing Director
Hyde Park Angels

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Al Goldstein CEO
AVANT

Dave Mooney CEO
Alliant Credit Union

David Lyon CEO
Main Street Financial

CJ Montano Partner & Managing Director
Forte Group

Bob Burke Founder
Burke America

Tom Sosnoff Founder & Co-CEO
tastytrade

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Dan Abbate Founder & Co-CEO
81-c

Mark Miller Partner & Financial Advisor
Focus On Success

Glen Nielsen Author
Unvarnished Truth

Andy Roe General Manager
SurePayroll

James Teppen Co-President
Gibraltar Business Capital

Nathan Popkins Founder & CEO
Align Income Share Funding

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Stephanie Klein CEO
Braviant Holdings

Muhammad Azfar CEO
Auctus Capital Partners

Joe Wright CEO
Access Mobility 24

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Sanjeev Krishnan MD & CIO
S2G Ventures

Zack Johnson CEO
Syndio

Dan Dooley CEO and Principal
Morris Anderson

Jerome Grisko CEO & President
CBIZ, Inc.

Rick Franklin Co-Managing Partner
Warady & Davis LLP

William Towns Executive Director
Benefit Chicago

Mark Achler Managing Director
MATH Venture Partners

Peter Recchia President
4WEALTH® FINANCIAL GROUP

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

Paul J McEntee Partner
B2B CFO

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Frank Lee Partner
Weiss & Company LLP

Dmitry Bresler President
Cambridge Lending Group

Kevin Werner CEO
Renovo Financial, LLC

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Vicki Escarra CEO
Opportunity International

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Eero Pikat President
Barchart

Scott Kitun CEO
Technori

Michael Leonard Managing Partner
Leonard & Associates CPAs

Chris Rentner Founder & CEO
Akouba

Tony Villa President and CEO
Insuresoft

Jared Kaplan CEO
OppLoans

Bill McCabe President and CEO
A. Eicoff & Co.

Lisa Giles CEO & President
Giles & Associates Consultancy

Canh Tran Co-Founder & CEO
Rippleshot

Steve Kreynin CEO
Forte Group

Dan Michelson CEO
Strata Decision Technology

Ted Devine CEO
Insureon

Richard Burke CEO
Envoy Global

Loren Trimble Managing Director and CEO
AArete

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Peter B. Fair Managing Director
Golub Capital

Rick Lane CEO
Trading Technologies

Jason Beans CEO
Rising Medical Solutions

Cayla Weisberg Partner
InvestHER Ventures

Thomas Flake Founder and CMO
bCause

Maz Pawar CEO
SA Capital Partners

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Michael Norton Director Of Business Development
Houlihan Capital

Ralph Blust President
Insureon

David Macknin CEO and President
Alper Services

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

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

Renovo Financial, LLC

Benefit Chicago

Energize Ventures

Hyde Park Angels

Alliant Credit Union

Arbor Lodging Partners

Focus On Success

A. Eicoff & Co.

MB Financial Bank

Opportunity International

InvestHER Ventures

Main Street Financial

BMO Harris Bank

Leslie Anderson

Jet Support Services, Inc.

Caerus Investment Partners

Countryside Bank

Madison Street Capital, LLC

Charles Botchway

Leonard & Associates CPAs

Michael Leonard

Virtas Partners

Braviant Holdings

Stephanie Klein

Pritzker Group Venture Capital

Chicago Teachers’ Pension Fund

Chuck Burbridge

Giles & Associates Consultancy

Jessica Droste Yagan

Rising Medical Solutions

CALIBR Merchant Solutions

Weiss & Company LLP

Wealth Management Group, LLC

The Cleveland Avenue Foundation for Education

MidMarket Capital, Inc.

SA Capital Partners

Northwestern Mutual Chicago

Nathan Kinzinger

Polished Nickel Capital Management

Carol Lavin Bernick

Sanjeev Krishnan

Chicago Interactive Marketing Association (CIMA)

MATH Venture Partners

Cobra Capital LLC

Trading Technologies

Align Income Share Funding

RSM McGladrey LLP

Enova International

Morris Anderson

Dimitri P. Eliopoulos

Warady & Davis LLP

Origin Ventures

Signature Chicago Wealth Management

Midwest Equity Mortgage LLC

Strata Decision Technology

Kruse Asset Management

Houlihan Capital

Auctus Capital Partners

Accretive Health Inc.

Net Zero Analysis and Design Corp.

George Sullivan

4WEALTH® FINANCIAL GROUP

Unvarnished Truth

Excell Benefits Group

Gibraltar Business Capital

Cambridge Lending Group

DeAnn O’Donovan

Zacks Investment Management

Access Mobility 24