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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Nathan Popkins Founder & CEO
Align Income Share Funding

Amy Francetic Managing Director
Energize Ventures

Scott Kitun CEO
Technori

Dave Mooney CEO
Alliant Credit Union

Steve Miller Partner and Co-Founder
Origin Ventures

Vamsi Bonthala CEO
Arbor Lodging Partners

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

John Higginson CTO
Enova International

Jared Kaplan CEO
OppLoans

Steve Kreynin CEO
Forte Group

Nihal Advani Founder & CEO
Georama

Sanjeev Krishnan MD & CIO
S2G Ventures

Sean Conlon Founder and CEO
Conlon & Co

Mark Miller Partner & Financial Advisor
Focus On Success

Lisa Giles CEO & President
Giles & Associates Consultancy

Kevin Werner CEO
Renovo Financial, LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Michael Norton Director Of Business Development
Houlihan Capital

Tom Sosnoff Founder & Co-CEO
tastytrade

Joe Adams CEO
RSM McGladrey LLP

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Peter Wilkins Managing Director
Hyde Park Angels

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Jason Beans CEO
Rising Medical Solutions

Patrick Quinn Managing Director
Signature Chicago Wealth Management

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

David Lyon CEO
Main Street Financial

Dan Abbate Founder & Co-CEO
81-c

Brian Liston Co-Founder & President
Seed CX

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Todd Jones President
BBMC Mortgage

James Teppen Co-President
Gibraltar Business Capital

William Towns Executive Director
Benefit Chicago

Aaron Gillum Managing Partner
Caerus Investment Partners

Dan Dooley CEO and Principal
Morris Anderson

Peter B. Fair Managing Director
Golub Capital

Dale Kluga President
Cobra Capital LLC

Andy Roe General Manager
SurePayroll

Chris Rentner Founder & CEO
Akouba

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Bill McCabe President and CEO
A. Eicoff & Co.

Vicki Escarra CEO
Opportunity International

David Macknin CEO and President
Alper Services

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Tony Villa President and CEO
Insuresoft

Mark Achler Managing Director
MATH Venture Partners

Neal McNamara Co-Founder
Virtas Partners

Steve Kolber President and Managing Partner
FGMK, LLC

Dan Michelson CEO
Strata Decision Technology

Jessica Droste Yagan CEO
Impact Engine

Eero Pikat President
Barchart

Thomas Flake Founder and CMO
bCause

Zack Johnson CEO
Syndio

Robert Brown Founder and CEO
Options Away

Rick Franklin Co-Managing Partner
Warady & Davis LLP

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

Cayla Weisberg Partner
InvestHER Ventures

Poonam Gupta CEO & President
Iyka

Mike Giordano VP Client Consulting
FactSet

Canh Tran Co-Founder & CEO
Rippleshot

Frank Lee Partner
Weiss & Company LLP

Bob Burke Founder
Burke America

John Wheeler CEO
Countryside Bank

Al Goldstein CEO
AVANT

Stephanie Klein CEO
Braviant Holdings

Maz Pawar CEO
SA Capital Partners

Glen Nielsen Author
Unvarnished Truth

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Sonia Nagar Partner
Pritzker Group Venture Capital

Mitch Zacks Principal
Zacks Investment Management

Rick Lane CEO
Trading Technologies

Jerome Grisko CEO & President
CBIZ, Inc.

Dmitry Bresler President
Cambridge Lending Group

Ralph Blust President
Insureon

Matt Peterson Vice President of Sales & Operations
IdilusHR

Paul J McEntee Partner
B2B CFO

Muhammad Azfar CEO
Auctus Capital Partners

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Ted Devine CEO
Insureon

Rich Fahn CEO
Excell Benefits Group

Dave Kauppi President
MidMarket Capital, Inc.

Richard Burke CEO
Envoy Global

CJ Montano Partner & Managing Director
Forte Group

Neil Book President and CEO
Jet Support Services, Inc.

Loren Trimble Managing Director and CEO
AArete

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Drew Lydecker Co-Founder and President
AVANT

Michael Leonard Managing Partner
Leonard & Associates CPAs

Joe Wright CEO
Access Mobility 24

Kristi Ross Co-CEO & President
tastytrade

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Ray Grady Executive Vice President
CloudCraze

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

Jessica Droste Yagan

Auctus Capital Partners

Arbor Lodging Partners

Sanjeev Krishnan

Weiss & Company LLP

Excell Benefits Group

Hyde Park Angels

Energize Ventures

Jet Support Services, Inc.

Accretive Health Inc.

Leonard & Associates CPAs

Michael Leonard

Focus On Success

Polished Nickel Capital Management

Carol Lavin Bernick

Morris Anderson

Pritzker Group Venture Capital

Zacks Investment Management

Wealth Management Group, LLC

InvestHER Ventures

Madison Street Capital, LLC

Charles Botchway

Northwestern Mutual Chicago

Nathan Kinzinger

Warady & Davis LLP

Giles & Associates Consultancy

MidMarket Capital, Inc.

4WEALTH® FINANCIAL GROUP

Unvarnished Truth

Enova International

Braviant Holdings

Stephanie Klein

Midwest Equity Mortgage LLC

Renovo Financial, LLC

Net Zero Analysis and Design Corp.

George Sullivan

Houlihan Capital

Dimitri P. Eliopoulos

Align Income Share Funding

RSM McGladrey LLP

BMO Harris Bank

Leslie Anderson

Benefit Chicago

Trading Technologies

CALIBR Merchant Solutions

DeAnn O’Donovan

Opportunity International

Cambridge Lending Group

Chicago Teachers’ Pension Fund

Chuck Burbridge

Strata Decision Technology

Cobra Capital LLC

Virtas Partners

Gibraltar Business Capital

Chicago Interactive Marketing Association (CIMA)

Access Mobility 24

Kruse Asset Management

Caerus Investment Partners

Origin Ventures

MATH Venture Partners

Rising Medical Solutions

Countryside Bank

MB Financial Bank

Alliant Credit Union

SA Capital Partners

A. Eicoff & Co.

Main Street Financial

The Cleveland Avenue Foundation for Education

Signature Chicago Wealth Management