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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Ralph Blust President
Insureon

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Richard Burke CEO
Envoy Global

Steve Kreynin CEO
Forte Group

Tom Sosnoff Founder & Co-CEO
tastytrade

Nathan Popkins Founder & CEO
Align Income Share Funding

Dale Kluga President
Cobra Capital LLC

William Towns Executive Director
Benefit Chicago

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Brian Liston Co-Founder & President
Seed CX

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

Neal McNamara Co-Founder
Virtas Partners

Frank Lee Partner
Weiss & Company LLP

Bill McCabe President and CEO
A. Eicoff & Co.

Dan Abbate Founder & Co-CEO
81-c

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Rick Lane CEO
Trading Technologies

Thomas Flake Founder and CMO
bCause

Steve Kolber President and Managing Partner
FGMK, LLC

Sean Conlon Founder and CEO
Conlon & Co

Sonia Nagar Partner
Pritzker Group Venture Capital

Dan Dooley CEO and Principal
Morris Anderson

Dave Kauppi President
MidMarket Capital, Inc.

Lisa Giles CEO & President
Giles & Associates Consultancy

Patrick Quinn Managing Director
Signature Chicago Wealth Management

David Lyon CEO
Main Street Financial

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Rick Franklin Co-Managing Partner
Warady & Davis LLP

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Jerome Grisko CEO & President
CBIZ, Inc.

Peter B. Fair Managing Director
Golub Capital

Vicki Escarra CEO
Opportunity International

Dave Mooney CEO
Alliant Credit Union

Mitch Zacks Principal
Zacks Investment Management

Glen Nielsen Author
Unvarnished Truth

Al Goldstein CEO
AVANT

Matt Peterson Vice President of Sales & Operations
IdilusHR

Kristi Ross Co-CEO & President
tastytrade

Neil Book President and CEO
Jet Support Services, Inc.

Robert Brown Founder and CEO
Options Away

Tony Villa President and CEO
Insuresoft

Amy Francetic Managing Director
Energize Ventures

Kevin Werner CEO
Renovo Financial, LLC

Scott Kitun CEO
Technori

Jessica Droste Yagan CEO
Impact Engine

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Steve Miller Partner and Co-Founder
Origin Ventures

Ted Devine CEO
Insureon

Aaron Gillum Managing Partner
Caerus Investment Partners

Vamsi Bonthala CEO
Arbor Lodging Partners

Muhammad Azfar CEO
Auctus Capital Partners

Bob Burke Founder
Burke America

Drew Lydecker Co-Founder and President
AVANT

Ray Grady Executive Vice President
CloudCraze

Jared Kaplan CEO
OppLoans

Dan Michelson CEO
Strata Decision Technology

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Paul J McEntee Partner
B2B CFO

Eero Pikat President
Barchart

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Stephanie Klein CEO
Braviant Holdings

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Michael Leonard Managing Partner
Leonard & Associates CPAs

Joe Wright CEO
Access Mobility 24

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

Andy Roe General Manager
SurePayroll

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Todd Jones President
BBMC Mortgage

Sanjeev Krishnan MD & CIO
S2G Ventures

Mark Miller Partner & Financial Advisor
Focus On Success

CJ Montano Partner & Managing Director
Forte Group

Cayla Weisberg Partner
InvestHER Ventures

Rich Fahn CEO
Excell Benefits Group

Mike Giordano VP Client Consulting
FactSet

Zack Johnson CEO
Syndio

Jason Beans CEO
Rising Medical Solutions

Peter Wilkins Managing Director
Hyde Park Angels

Canh Tran Co-Founder & CEO
Rippleshot

John Wheeler CEO
Countryside Bank

Mark Achler Managing Director
MATH Venture Partners

Michael Norton Director Of Business Development
Houlihan Capital

Loren Trimble Managing Director and CEO
AArete

Maz Pawar CEO
SA Capital Partners

Nihal Advani Founder & CEO
Georama

Chris Rentner Founder & CEO
Akouba

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Poonam Gupta CEO & President
Iyka

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Joe Adams CEO
RSM McGladrey LLP

James Teppen Co-President
Gibraltar Business Capital

Dmitry Bresler President
Cambridge Lending Group

John Higginson CTO
Enova International

David Macknin CEO and President
Alper Services

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

Cambridge Lending Group

MB Financial Bank

Renovo Financial, LLC

Dimitri P. Eliopoulos

Hyde Park Angels

Alliant Credit Union

Morris Anderson

Access Mobility 24

SA Capital Partners

Enova International

Madison Street Capital, LLC

Charles Botchway

Signature Chicago Wealth Management

Weiss & Company LLP

Leonard & Associates CPAs

Michael Leonard

Rising Medical Solutions

Origin Ventures

Wealth Management Group, LLC

Chicago Teachers’ Pension Fund

Chuck Burbridge

CALIBR Merchant Solutions

Chicago Interactive Marketing Association (CIMA)

Virtas Partners

Net Zero Analysis and Design Corp.

George Sullivan

Arbor Lodging Partners

MidMarket Capital, Inc.

Sanjeev Krishnan

Countryside Bank

RSM McGladrey LLP

Opportunity International

Jessica Droste Yagan

MATH Venture Partners

Warady & Davis LLP

Giles & Associates Consultancy

A. Eicoff & Co.

BMO Harris Bank

Leslie Anderson

Focus On Success

DeAnn O’Donovan

Northwestern Mutual Chicago

Nathan Kinzinger

Pritzker Group Venture Capital

4WEALTH® FINANCIAL GROUP

Excell Benefits Group

The Cleveland Avenue Foundation for Education

Houlihan Capital

Zacks Investment Management

Kruse Asset Management

Unvarnished Truth

Gibraltar Business Capital

Auctus Capital Partners

Trading Technologies

Align Income Share Funding

Polished Nickel Capital Management

Carol Lavin Bernick

Main Street Financial

Energize Ventures

Accretive Health Inc.

InvestHER Ventures

Benefit Chicago

Jet Support Services, Inc.

Braviant Holdings

Stephanie Klein

Midwest Equity Mortgage LLC

Cobra Capital LLC

Caerus Investment Partners

Strata Decision Technology