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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Todd Jones President
BBMC Mortgage

John Wheeler CEO
Countryside Bank

Michael Norton Director Of Business Development
Houlihan Capital

Ralph Blust President
Insureon

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Canh Tran Co-Founder & CEO
Rippleshot

Zack Johnson CEO
Syndio

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Tony Villa President and CEO
Insuresoft

Nathan Popkins Founder & CEO
Align Income Share Funding

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Charles Botchway Founder & CEO
Madison Street Capital, LLC

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

Mitch Zacks Principal
Zacks Investment Management

Jason Beans CEO
Rising Medical Solutions

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

William Towns Executive Director
Benefit Chicago

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Robert Brown Founder and CEO
Options Away

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Jessica Droste Yagan CEO
Impact Engine

Glen Nielsen Author
Unvarnished Truth

Mike Giordano VP Client Consulting
FactSet

Neil Book President and CEO
Jet Support Services, Inc.

Vamsi Bonthala CEO
Arbor Lodging Partners

Dale Kluga President
Cobra Capital LLC

Vicki Escarra CEO
Opportunity International

Eero Pikat President
Barchart

Bob Burke Founder
Burke America

Al Goldstein CEO
AVANT

Thomas Flake Founder and CMO
bCause

Steve Miller Partner and Co-Founder
Origin Ventures

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Aaron Gillum Managing Partner
Caerus Investment Partners

Dave Mooney CEO
Alliant Credit Union

Poonam Gupta CEO & President
Iyka

James Teppen Co-President
Gibraltar Business Capital

Loren Trimble Managing Director and CEO
AArete

Kevin Werner CEO
Renovo Financial, LLC

Cayla Weisberg Partner
InvestHER Ventures

Frank Lee Partner
Weiss & Company LLP

Bill McCabe President and CEO
A. Eicoff & Co.

John Higginson CTO
Enova International

Dave Kauppi President
MidMarket Capital, Inc.

Dan Abbate Founder & Co-CEO
81-c

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Rich Fahn CEO
Excell Benefits Group

Tom Sosnoff Founder & Co-CEO
tastytrade

Ted Devine CEO
Insureon

Scott Kitun CEO
Technori

Dan Michelson CEO
Strata Decision Technology

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Peter Wilkins Managing Director
Hyde Park Angels

Peter B. Fair Managing Director
Golub Capital

Mark Achler Managing Director
MATH Venture Partners

Brian Liston Co-Founder & President
Seed CX

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Jared Kaplan CEO
OppLoans

David Macknin CEO and President
Alper Services

Chris Rentner Founder & CEO
Akouba

Amy Francetic Managing Director
Energize Ventures

Sonia Nagar Partner
Pritzker Group Venture Capital

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

Joe Adams CEO
RSM McGladrey LLP

Drew Lydecker Co-Founder and President
AVANT

David Lyon CEO
Main Street Financial

Richard Burke CEO
Envoy Global

Sanjeev Krishnan MD & CIO
S2G Ventures

Muhammad Azfar CEO
Auctus Capital Partners

Joe Wright CEO
Access Mobility 24

Nihal Advani Founder & CEO
Georama

Kristi Ross Co-CEO & President
tastytrade

Lisa Giles CEO & President
Giles & Associates Consultancy

Rick Lane CEO
Trading Technologies

Paul J McEntee Partner
B2B CFO

Neal McNamara Co-Founder
Virtas Partners

Sean Conlon Founder and CEO
Conlon & Co

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Matt Peterson Vice President of Sales & Operations
IdilusHR

Stephanie Klein CEO
Braviant Holdings

Steve Kreynin CEO
Forte Group

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Dmitry Bresler President
Cambridge Lending Group

Dan Dooley CEO and Principal
Morris Anderson

Mark Miller Partner & Financial Advisor
Focus On Success

Maz Pawar CEO
SA Capital Partners

Jerome Grisko CEO & President
CBIZ, Inc.

Ray Grady Executive Vice President
CloudCraze

CJ Montano Partner & Managing Director
Forte Group

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Michael Leonard Managing Partner
Leonard & Associates CPAs

Andy Roe General Manager
SurePayroll

Steve Kolber President and Managing Partner
FGMK, 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

Benefit Chicago

CALIBR Merchant Solutions

Madison Street Capital, LLC

Charles Botchway

Unvarnished Truth

Arbor Lodging Partners

Auctus Capital Partners

Wealth Management Group, LLC

Jet Support Services, Inc.

Weiss & Company LLP

MidMarket Capital, Inc.

Excell Benefits Group

Accretive Health Inc.

Gibraltar Business Capital

Caerus Investment Partners

Strata Decision Technology

Kruse Asset Management

InvestHER Ventures

Giles & Associates Consultancy

Net Zero Analysis and Design Corp.

George Sullivan

Sanjeev Krishnan

Braviant Holdings

Stephanie Klein

Warady & Davis LLP

A. Eicoff & Co.

Align Income Share Funding

MB Financial Bank

Alliant Credit Union

Leonard & Associates CPAs

Michael Leonard

Polished Nickel Capital Management

Carol Lavin Bernick

Virtas Partners

Trading Technologies

BMO Harris Bank

Leslie Anderson

Renovo Financial, LLC

Midwest Equity Mortgage LLC

Pritzker Group Venture Capital

4WEALTH® FINANCIAL GROUP

Chicago Teachers’ Pension Fund

Chuck Burbridge

Main Street Financial

DeAnn O’Donovan

Northwestern Mutual Chicago

Nathan Kinzinger

Dimitri P. Eliopoulos

Opportunity International

Countryside Bank

Rising Medical Solutions

Morris Anderson

Focus On Success

Origin Ventures

Cambridge Lending Group

MATH Venture Partners

Enova International

Energize Ventures

The Cleveland Avenue Foundation for Education

Jessica Droste Yagan

RSM McGladrey LLP

Signature Chicago Wealth Management

Houlihan Capital

Cobra Capital LLC

Zacks Investment Management

Access Mobility 24

SA Capital Partners

Chicago Interactive Marketing Association (CIMA)

Hyde Park Angels