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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Jessica Droste Yagan CEO
Impact Engine

CJ Montano Partner & Managing Director
Forte Group

Poonam Gupta CEO & President
Iyka

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Sanjeev Krishnan MD & CIO
S2G Ventures

Bill McCabe President and CEO
A. Eicoff & Co.

Eero Pikat President
Barchart

David Lyon CEO
Main Street Financial

Sonia Nagar Partner
Pritzker Group Venture Capital

Ray Grady Executive Vice President
CloudCraze

James Teppen Co-President
Gibraltar Business Capital

Sean Conlon Founder and CEO
Conlon & Co

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Ralph Blust President
Insureon

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

Kevin Werner CEO
Renovo Financial, LLC

Steve Kreynin CEO
Forte Group

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Lisa Giles CEO & President
Giles & Associates Consultancy

Scott Kitun CEO
Technori

Dan Dooley CEO and Principal
Morris Anderson

Rich Fahn CEO
Excell Benefits Group

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Michael Norton Director Of Business Development
Houlihan Capital

Robert Brown Founder and CEO
Options Away

Frank Lee Partner
Weiss & Company LLP

Canh Tran Co-Founder & CEO
Rippleshot

Peter B. Fair Managing Director
Golub Capital

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Dave Mooney CEO
Alliant Credit Union

Neil Book President and CEO
Jet Support Services, Inc.

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Nathan Popkins Founder & CEO
Align Income Share Funding

Loren Trimble Managing Director and CEO
AArete

Matt Peterson Vice President of Sales & Operations
IdilusHR

Mike Giordano VP Client Consulting
FactSet

Michael Leonard Managing Partner
Leonard & Associates CPAs

Tony Villa President and CEO
Insuresoft

Andy Roe General Manager
SurePayroll

Al Goldstein CEO
AVANT

Steve Kolber President and Managing Partner
FGMK, LLC

Cayla Weisberg Partner
InvestHER Ventures

Dan Abbate Founder & Co-CEO
81-c

Glen Nielsen Author
Unvarnished Truth

Amy Francetic Managing Director
Energize Ventures

Aaron Gillum Managing Partner
Caerus Investment Partners

Jerome Grisko CEO & President
CBIZ, Inc.

Dan Michelson CEO
Strata Decision Technology

Richard Burke CEO
Envoy Global

Zack Johnson CEO
Syndio

Ted Devine CEO
Insureon

Dale Kluga President
Cobra Capital LLC

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Stephanie Klein CEO
Braviant Holdings

Chris Rentner Founder & CEO
Akouba

Mark Miller Partner & Financial Advisor
Focus On Success

John Wheeler CEO
Countryside Bank

Jared Kaplan CEO
OppLoans

Paul J McEntee Partner
B2B CFO

Mark Achler Managing Director
MATH Venture Partners

Joe Wright CEO
Access Mobility 24

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

Brian Liston Co-Founder & President
Seed CX

Jason Beans CEO
Rising Medical Solutions

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Dave Kauppi President
MidMarket Capital, Inc.

Todd Jones President
BBMC Mortgage

Dmitry Bresler President
Cambridge Lending Group

Nihal Advani Founder & CEO
Georama

John Higginson CTO
Enova International

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Bob Burke Founder
Burke America

Rick Lane CEO
Trading Technologies

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Vamsi Bonthala CEO
Arbor Lodging Partners

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Muhammad Azfar CEO
Auctus Capital Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

William Towns Executive Director
Benefit Chicago

Thomas Flake Founder and CMO
bCause

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

David Macknin CEO and President
Alper Services

Kristi Ross Co-CEO & President
tastytrade

Mitch Zacks Principal
Zacks Investment Management

Drew Lydecker Co-Founder and President
AVANT

Neal McNamara Co-Founder
Virtas Partners

Peter Wilkins Managing Director
Hyde Park Angels

Vicki Escarra CEO
Opportunity International

Maz Pawar CEO
SA Capital Partners

Joe Adams CEO
RSM McGladrey LLP

Tom Sosnoff Founder & Co-CEO
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

Auctus Capital Partners

Enova International

Net Zero Analysis and Design Corp.

George Sullivan

DeAnn O’Donovan

MATH Venture Partners

Kruse Asset Management

Dimitri P. Eliopoulos

Chicago Interactive Marketing Association (CIMA)

CALIBR Merchant Solutions

The Cleveland Avenue Foundation for Education

Hyde Park Angels

Wealth Management Group, LLC

Benefit Chicago

Strata Decision Technology

SA Capital Partners

Virtas Partners

Houlihan Capital

Midwest Equity Mortgage LLC

Main Street Financial

Countryside Bank

A. Eicoff & Co.

MidMarket Capital, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Unvarnished Truth

Polished Nickel Capital Management

Carol Lavin Bernick

Zacks Investment Management

Opportunity International

Excell Benefits Group

Energize Ventures

Sanjeev Krishnan

Renovo Financial, LLC

Signature Chicago Wealth Management

4WEALTH® FINANCIAL GROUP

Jet Support Services, Inc.

Morris Anderson

Jessica Droste Yagan

Trading Technologies

Cambridge Lending Group

Cobra Capital LLC

Rising Medical Solutions

Arbor Lodging Partners

Access Mobility 24

Pritzker Group Venture Capital

Madison Street Capital, LLC

Charles Botchway

RSM McGladrey LLP

Accretive Health Inc.

Caerus Investment Partners

Focus On Success

Braviant Holdings

Stephanie Klein

Weiss & Company LLP

Giles & Associates Consultancy

Leonard & Associates CPAs

Michael Leonard

InvestHER Ventures

BMO Harris Bank

Leslie Anderson

Alliant Credit Union

MB Financial Bank

Warady & Davis LLP

Chicago Teachers’ Pension Fund

Chuck Burbridge

Gibraltar Business Capital

Align Income Share Funding

Origin Ventures