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Finance

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Strong Leadership

CXO Spotlight in Finance

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Ralph Blust President
Insureon

Muhammad Azfar CEO
Auctus Capital Partners

CJ Montano Partner & Managing Director
Forte Group

Steve Kolber President and Managing Partner
FGMK, LLC

Dan Michelson CEO
Strata Decision Technology

Drew Lydecker Co-Founder and President
AVANT

Dan Abbate Founder & Co-CEO
81-c

Aaron Gillum Managing Partner
Caerus Investment Partners

David Lyon CEO
Main Street Financial

Robert Brown Founder and CEO
Options Away

Joe Adams CEO
RSM McGladrey LLP

John Wheeler CEO
Countryside Bank

Poonam Gupta CEO & President
Iyka

Ted Devine CEO
Insureon

Michael Norton Director Of Business Development
Houlihan Capital

Maz Pawar CEO
SA Capital Partners

Vicki Escarra CEO
Opportunity International

Scott Kitun CEO
Technori

Neil Book President and CEO
Jet Support Services, Inc.

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Cayla Weisberg Partner
InvestHER Ventures

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Peter B. Fair Managing Director
Golub Capital

Mark Achler Managing Director
MATH Venture Partners

Rick Lane CEO
Trading Technologies

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Richard Burke CEO
Envoy Global

David Macknin CEO and President
Alper Services

Al Goldstein CEO
AVANT

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Lisa Giles CEO & President
Giles & Associates Consultancy

Mitch Zacks Principal
Zacks Investment Management

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dale Kluga President
Cobra Capital LLC

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

Tom Sosnoff Founder & Co-CEO
tastytrade

Dave Kauppi President
MidMarket Capital, Inc.

Brian Liston Co-Founder & President
Seed CX

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Glen Nielsen Author
Unvarnished Truth

Loren Trimble Managing Director and CEO
AArete

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Kristi Ross Co-CEO & President
tastytrade

Eero Pikat President
Barchart

Vamsi Bonthala CEO
Arbor Lodging Partners

Dave Mooney CEO
Alliant Credit Union

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Steve Kreynin CEO
Forte Group

Sonia Nagar Partner
Pritzker Group Venture Capital

Dan Dooley CEO and Principal
Morris Anderson

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Amy Francetic Managing Director
Energize Ventures

Andy Roe General Manager
SurePayroll

Mike Giordano VP Client Consulting
FactSet

Frank Lee Partner
Weiss & Company LLP

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Kevin Werner CEO
Renovo Financial, LLC

Jessica Droste Yagan CEO
Impact Engine

Bob Burke Founder
Burke America

Jared Kaplan CEO
OppLoans

Canh Tran Co-Founder & CEO
Rippleshot

Steve Miller Partner and Co-Founder
Origin Ventures

Peter Wilkins Managing Director
Hyde Park Angels

Chris Rentner Founder & CEO
Akouba

Sean Conlon Founder and CEO
Conlon & Co

Thomas Flake Founder and CMO
bCause

Nihal Advani Founder & CEO
Georama

Jason Beans CEO
Rising Medical Solutions

Joe Wright CEO
Access Mobility 24

Dmitry Bresler President
Cambridge Lending Group

Nathan Popkins Founder & CEO
Align Income Share Funding

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Sanjeev Krishnan MD & CIO
S2G Ventures

Neal McNamara Co-Founder
Virtas Partners

William Towns Executive Director
Benefit Chicago

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Ray Grady Executive Vice President
CloudCraze

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

Bill McCabe President and CEO
A. Eicoff & Co.

Zack Johnson CEO
Syndio

Rich Fahn CEO
Excell Benefits Group

Stephanie Klein CEO
Braviant Holdings

Todd Jones President
BBMC Mortgage

Tony Villa President and CEO
Insuresoft

Mark Miller Partner & Financial Advisor
Focus On Success

Jerome Grisko CEO & President
CBIZ, Inc.

James Teppen Co-President
Gibraltar Business Capital

Paul J McEntee Partner
B2B CFO

John Higginson CTO
Enova International

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Michael Leonard Managing Partner
Leonard & Associates CPAs

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

Accretive Health Inc.

Align Income Share Funding

Rising Medical Solutions

Wealth Management Group, LLC

Alliant Credit Union

Focus On Success

Main Street Financial

Countryside Bank

MidMarket Capital, Inc.

BMO Harris Bank

Leslie Anderson

Midwest Equity Mortgage LLC

Northwestern Mutual Chicago

Nathan Kinzinger

Unvarnished Truth

Morris Anderson

Giles & Associates Consultancy

Polished Nickel Capital Management

Carol Lavin Bernick

Caerus Investment Partners

Warady & Davis LLP

Houlihan Capital

Enova International

Weiss & Company LLP

Madison Street Capital, LLC

Charles Botchway

Hyde Park Angels

A. Eicoff & Co.

Pritzker Group Venture Capital

Trading Technologies

Origin Ventures

Arbor Lodging Partners

Benefit Chicago

Excell Benefits Group

Energize Ventures

Dimitri P. Eliopoulos

Cobra Capital LLC

Braviant Holdings

Stephanie Klein

Sanjeev Krishnan

Zacks Investment Management

MB Financial Bank

Chicago Interactive Marketing Association (CIMA)

RSM McGladrey LLP

Jessica Droste Yagan

Access Mobility 24

Opportunity International

The Cleveland Avenue Foundation for Education

Auctus Capital Partners

MATH Venture Partners

CALIBR Merchant Solutions

Virtas Partners

Chicago Teachers’ Pension Fund

Chuck Burbridge

Strata Decision Technology

Leonard & Associates CPAs

Michael Leonard

Gibraltar Business Capital

SA Capital Partners

Renovo Financial, LLC

Net Zero Analysis and Design Corp.

George Sullivan

Cambridge Lending Group

InvestHER Ventures

Jet Support Services, Inc.

4WEALTH® FINANCIAL GROUP

DeAnn O’Donovan

Kruse Asset Management

Signature Chicago Wealth Management