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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Brian Liston Co-Founder & President
Seed CX

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Steve Kolber President and Managing Partner
FGMK, LLC

Thomas Flake Founder and CMO
bCause

Jerome Grisko CEO & President
CBIZ, Inc.

Andy Roe General Manager
SurePayroll

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Aaron Gillum Managing Partner
Caerus Investment Partners

Tony Villa President and CEO
Insuresoft

Neil Book President and CEO
Jet Support Services, Inc.

Vicki Escarra CEO
Opportunity International

William Towns Executive Director
Benefit Chicago

Mitch Zacks Principal
Zacks Investment Management

Vamsi Bonthala CEO
Arbor Lodging Partners

Joe Wright CEO
Access Mobility 24

Steve Miller Partner and Co-Founder
Origin Ventures

Dave Mooney CEO
Alliant Credit Union

Peter B. Fair Managing Director
Golub Capital

Dale Kluga President
Cobra Capital LLC

Ralph Blust President
Insureon

Rich Fahn CEO
Excell Benefits Group

Sonia Nagar Partner
Pritzker Group Venture Capital

Dan Abbate Founder & Co-CEO
81-c

Robert Brown Founder and CEO
Options Away

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Amy Francetic Managing Director
Energize Ventures

Maz Pawar CEO
SA Capital Partners

Ray Grady Executive Vice President
CloudCraze

Ted Devine CEO
Insureon

Carol Lavin Bernick CEO
Polished Nickel Capital Management

John Wheeler CEO
Countryside Bank

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Jason Beans CEO
Rising Medical Solutions

David Miller Founder & CEO
PeachCap

Dave Kauppi President
MidMarket Capital, Inc.

Eero Pikat President
Barchart

Peter Wilkins Managing Director
Hyde Park Angels

Neal McNamara Co-Founder
Virtas Partners

Dmitry Bresler President
Cambridge Lending Group

Loren Trimble Managing Director and CEO
AArete

Poonam Gupta CEO & President
Iyka

Bob Burke Founder
Burke America

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Jessica Droste Yagan CEO
Impact Engine

Sanjeev Krishnan MD & CIO
S2G Ventures

Richard Burke CEO
Envoy Global

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Sean Conlon Founder and CEO
Conlon & Co

Dan Dooley CEO and Principal
Morris Anderson

Zack Johnson CEO
Syndio

Cayla Weisberg Partner
InvestHER Ventures

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Joe Adams CEO
RSM McGladrey LLP

Lisa Giles CEO & President
Giles & Associates Consultancy

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Todd Jones President
BBMC Mortgage

Michael Norton Director Of Business Development
Houlihan Capital

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

Al Goldstein CEO
AVANT

Frank Lee Partner
Weiss & Company LLP

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Drew Lydecker Co-Founder and President
AVANT

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

CJ Montano Partner & Managing Director
Forte Group

Kristi Ross Co-CEO & President
tastytrade

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Dr. Emad Rizk President and CEO
Accretive Health Inc.

James Teppen Co-President
Gibraltar Business Capital

Chris Rentner Founder & CEO
Akouba

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

Rick Lane CEO
Trading Technologies

Bill McCabe President and CEO
A. Eicoff & Co.

Kevin Werner CEO
Renovo Financial, LLC

Nihal Advani Founder & CEO
Georama

Jared Kaplan CEO
OppLoans

Stephanie Klein CEO
Braviant Holdings

Canh Tran Co-Founder & CEO
Rippleshot

Glen Nielsen Author
Unvarnished Truth

Mike Giordano VP Client Consulting
FactSet

Matt Peterson Vice President of Sales & Operations
IdilusHR

Paul J McEntee Partner
B2B CFO

Steve Kreynin CEO
Forte Group

John Higginson CTO
Enova International

Dan Michelson CEO
Strata Decision Technology

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Tom Sosnoff Founder & Co-CEO
tastytrade

Mark Achler Managing Director
MATH Venture Partners

Mark Miller Partner & Financial Advisor
Focus On Success

Michael Leonard Managing Partner
Leonard & Associates CPAs

Nathan Popkins Founder & CEO
Align Income Share Funding

David Macknin CEO and President
Alper Services

Scott Kitun CEO
Technori

David Lyon CEO
Main Street Financial

Muhammad Azfar CEO
Auctus Capital Partners

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

Braviant Holdings

Stephanie Klein

Opportunity International

DeAnn O’Donovan

Gibraltar Business Capital

Houlihan Capital

Accretive Health Inc.

Zacks Investment Management

Giles & Associates Consultancy

Countryside Bank

Unvarnished Truth

4WEALTH® FINANCIAL GROUP

Sanjeev Krishnan

Strata Decision Technology

Pritzker Group Venture Capital

MATH Venture Partners

Excell Benefits Group

RSM McGladrey LLP

Madison Street Capital, LLC

Charles Botchway

The Cleveland Avenue Foundation for Education

Jessica Droste Yagan

BMO Harris Bank

Leslie Anderson

Alliant Credit Union

Caerus Investment Partners

Kruse Asset Management

Leonard & Associates CPAs

Michael Leonard

Wealth Management Group, LLC

Midwest Equity Mortgage LLC

Weiss & Company LLP

Cambridge Lending Group

Enova International

Morris Anderson

Trading Technologies

SA Capital Partners

Benefit Chicago

Hyde Park Angels

Warady & Davis LLP

Arbor Lodging Partners

Rising Medical Solutions

Align Income Share Funding

Focus On Success

Chicago Teachers’ Pension Fund

Chuck Burbridge

Virtas Partners

Signature Chicago Wealth Management

Chicago Interactive Marketing Association (CIMA)

Jet Support Services, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

MB Financial Bank

Dimitri P. Eliopoulos

Renovo Financial, LLC

Polished Nickel Capital Management

Carol Lavin Bernick

Access Mobility 24

Energize Ventures

Main Street Financial

MidMarket Capital, Inc.

A. Eicoff & Co.

Origin Ventures

Cobra Capital LLC

Auctus Capital Partners

Net Zero Analysis and Design Corp.

George Sullivan

InvestHER Ventures

CALIBR Merchant Solutions