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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Patrick Quinn Managing Director
Signature Chicago Wealth Management

Dan Dooley CEO and Principal
Morris Anderson

Mike Giordano VP Client Consulting
FactSet

Chris Rentner Founder & CEO
Akouba

Michael Norton Director Of Business Development
Houlihan Capital

Neal McNamara Co-Founder
Virtas Partners

Dave Mooney CEO
Alliant Credit Union

Rick Lane CEO
Trading Technologies

Joe Adams CEO
RSM McGladrey LLP

Richard Burke CEO
Envoy Global

Sean Conlon Founder and CEO
Conlon & Co

Paul J McEntee Partner
B2B CFO

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Al Goldstein CEO
AVANT

Brian Liston Co-Founder & President
Seed CX

John Higginson CTO
Enova International

Vamsi Bonthala CEO
Arbor Lodging Partners

CJ Montano Partner & Managing Director
Forte Group

Aaron Gillum Managing Partner
Caerus Investment Partners

Frank Lee Partner
Weiss & Company LLP

Vicki Escarra CEO
Opportunity International

Mark Miller Partner & Financial Advisor
Focus On Success

Dan Michelson CEO
Strata Decision Technology

Nathan Popkins Founder & CEO
Align Income Share Funding

Kevin Werner CEO
Renovo Financial, LLC

Todd Jones President
BBMC Mortgage

Sanjeev Krishnan MD & CIO
S2G Ventures

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Joe Wright CEO
Access Mobility 24

Scott Kitun CEO
Technori

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Glen Nielsen Author
Unvarnished Truth

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Ralph Blust President
Insureon

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Steve Miller Partner and Co-Founder
Origin Ventures

Mark Achler Managing Director
MATH Venture Partners

Drew Lydecker Co-Founder and President
AVANT

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Ted Devine CEO
Insureon

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

Stephanie Klein CEO
Braviant Holdings

Maz Pawar CEO
SA Capital Partners

Jared Kaplan CEO
OppLoans

Canh Tran Co-Founder & CEO
Rippleshot

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Peter Wilkins Managing Director
Hyde Park Angels

Bob Burke Founder
Burke America

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Robert Brown Founder and CEO
Options Away

James Teppen Co-President
Gibraltar Business Capital

Bill McCabe President and CEO
A. Eicoff & Co.

John Wheeler CEO
Countryside Bank

Andy Roe General Manager
SurePayroll

Thomas Flake Founder and CMO
bCause

Jerome Grisko CEO & President
CBIZ, Inc.

Muhammad Azfar CEO
Auctus Capital Partners

David Lyon CEO
Main Street Financial

David Macknin CEO and President
Alper Services

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

Ray Grady Executive Vice President
CloudCraze

Jessica Droste Yagan CEO
Impact Engine

Dale Kluga President
Cobra Capital LLC

Loren Trimble Managing Director and CEO
AArete

Dan Abbate Founder & Co-CEO
81-c

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Rich Fahn CEO
Excell Benefits Group

William Towns Executive Director
Benefit Chicago

Tony Villa President and CEO
Insuresoft

Kristi Ross Co-CEO & President
tastytrade

Michael Leonard Managing Partner
Leonard & Associates CPAs

Sonia Nagar Partner
Pritzker Group Venture Capital

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dmitry Bresler President
Cambridge Lending Group

Nihal Advani Founder & CEO
Georama

Neil Book President and CEO
Jet Support Services, Inc.

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Tom Sosnoff Founder & Co-CEO
tastytrade

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Steve Kreynin CEO
Forte Group

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Mitch Zacks Principal
Zacks Investment Management

Steve Kolber President and Managing Partner
FGMK, LLC

Amy Francetic Managing Director
Energize Ventures

Dave Kauppi President
MidMarket Capital, Inc.

Cayla Weisberg Partner
InvestHER Ventures

Eero Pikat President
Barchart

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Zack Johnson CEO
Syndio

Peter B. Fair Managing Director
Golub Capital

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Lisa Giles CEO & President
Giles & Associates Consultancy

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Jason Beans CEO
Rising Medical Solutions

Poonam Gupta CEO & President
Iyka

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

Benefit Chicago

Houlihan Capital

Opportunity International

Enova International

Hyde Park Angels

CALIBR Merchant Solutions

Renovo Financial, LLC

Morris Anderson

MATH Venture Partners

Braviant Holdings

Stephanie Klein

SA Capital Partners

The Cleveland Avenue Foundation for Education

Auctus Capital Partners

Origin Ventures

Chicago Interactive Marketing Association (CIMA)

Virtas Partners

Main Street Financial

MidMarket Capital, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Energize Ventures

Excell Benefits Group

Align Income Share Funding

A. Eicoff & Co.

4WEALTH® FINANCIAL GROUP

Focus On Success

Dimitri P. Eliopoulos

Signature Chicago Wealth Management

Madison Street Capital, LLC

Charles Botchway

Zacks Investment Management

Polished Nickel Capital Management

Carol Lavin Bernick

Countryside Bank

MB Financial Bank

Alliant Credit Union

Net Zero Analysis and Design Corp.

George Sullivan

Pritzker Group Venture Capital

Wealth Management Group, LLC

Cobra Capital LLC

Cambridge Lending Group

Jessica Droste Yagan

Arbor Lodging Partners

Jet Support Services, Inc.

Weiss & Company LLP

Gibraltar Business Capital

Leonard & Associates CPAs

Michael Leonard

Midwest Equity Mortgage LLC

DeAnn O’Donovan

RSM McGladrey LLP

Strata Decision Technology

Trading Technologies

Caerus Investment Partners

Access Mobility 24

Kruse Asset Management

Rising Medical Solutions

Chicago Teachers’ Pension Fund

Chuck Burbridge

Sanjeev Krishnan

Accretive Health Inc.

Unvarnished Truth

Giles & Associates Consultancy

BMO Harris Bank

Leslie Anderson

Warady & Davis LLP

InvestHER Ventures