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Finance

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CXO Spotlight in Finance

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Jerome Grisko CEO & President
CBIZ, Inc.

Joe Adams CEO
RSM McGladrey LLP

Jessica Droste Yagan CEO
Impact Engine

Joe Wright CEO
Access Mobility 24

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Tony Villa President and CEO
Insuresoft

Rich Fahn CEO
Excell Benefits Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Canh Tran Co-Founder & CEO
Rippleshot

Kristi Ross Co-CEO & President
tastytrade

Amy Francetic Managing Director
Energize Ventures

Maz Pawar CEO
SA Capital Partners

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Ted Devine CEO
Insureon

Thomas Flake Founder and CMO
bCause

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Dave Kauppi President
MidMarket Capital, Inc.

Aaron Gillum Managing Partner
Caerus Investment Partners

Zack Johnson CEO
Syndio

Frank Lee Partner
Weiss & Company LLP

Mitch Zacks Principal
Zacks Investment Management

Sanjeev Krishnan MD & CIO
S2G Ventures

Chris Rentner Founder & CEO
Akouba

Jason Beans CEO
Rising Medical Solutions

Glen Nielsen Author
Unvarnished Truth

Scott Kitun CEO
Technori

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Jared Kaplan CEO
OppLoans

Al Goldstein CEO
AVANT

Peter Wilkins Managing Director
Hyde Park Angels

Drew Lydecker Co-Founder and President
AVANT

David Lyon CEO
Main Street Financial

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Cayla Weisberg Partner
InvestHER Ventures

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Paul J McEntee Partner
B2B CFO

Andy Roe General Manager
SurePayroll

Steve Kolber President and Managing Partner
FGMK, LLC

Dan Abbate Founder & Co-CEO
81-c

CJ Montano Partner & Managing Director
Forte Group

Dan Michelson CEO
Strata Decision Technology

Dan Dooley CEO and Principal
Morris Anderson

Sonia Nagar Partner
Pritzker Group Venture Capital

Matt Peterson Vice President of Sales & Operations
IdilusHR

Stephanie Klein CEO
Braviant Holdings

Ralph Blust President
Insureon

Muhammad Azfar CEO
Auctus Capital Partners

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Bill McCabe President and CEO
A. Eicoff & Co.

Tom Sosnoff Founder & Co-CEO
tastytrade

Nathan Popkins Founder & CEO
Align Income Share Funding

Ray Grady Executive Vice President
CloudCraze

James Teppen Co-President
Gibraltar Business Capital

Rick Franklin Co-Managing Partner
Warady & Davis LLP

John Higginson CTO
Enova International

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Mark Miller Partner & Financial Advisor
Focus On Success

John Wheeler CEO
Countryside Bank

Neil Book President and CEO
Jet Support Services, Inc.

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Kevin Werner CEO
Renovo Financial, LLC

Lisa Giles CEO & President
Giles & Associates Consultancy

Dmitry Bresler President
Cambridge Lending Group

Steve Miller Partner and Co-Founder
Origin Ventures

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

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

Dale Kluga President
Cobra Capital LLC

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Richard Burke CEO
Envoy Global

Brian Liston Co-Founder & President
Seed CX

Nihal Advani Founder & CEO
Georama

Peter B. Fair Managing Director
Golub Capital

Loren Trimble Managing Director and CEO
AArete

Poonam Gupta CEO & President
Iyka

Dave Mooney CEO
Alliant Credit Union

Todd Jones President
BBMC Mortgage

Eero Pikat President
Barchart

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Rick Lane CEO
Trading Technologies

Sean Conlon Founder and CEO
Conlon & Co

Vamsi Bonthala CEO
Arbor Lodging Partners

Steve Kreynin CEO
Forte Group

Neal McNamara Co-Founder
Virtas Partners

Vicki Escarra CEO
Opportunity International

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Mark Achler Managing Director
MATH Venture Partners

David Macknin CEO and President
Alper Services

William Towns Executive Director
Benefit Chicago

Bob Burke Founder
Burke America

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

Mike Giordano VP Client Consulting
FactSet

Michael Norton Director Of Business Development
Houlihan Capital

Robert Brown Founder and CEO
Options Away

Put Your People First

Professional Services Finance

David Macknin

, Alper Services

Do What Is Right For The Customer

Investments Professional Services Finance

Jared Kaplan

, OppLoans

Be Future-Proof

Professional Services Finance Technology

CJ Montano

, Forte Group

Be Brutally Honest With Clients

Investments Professional Services Finance

Charles Botchway

, Madison Street Capital, LLC

Take A Step Back

Investments Finance

Maz Pawar

, SA Capital Partners

Opportunity Is All Around You

Education Finance

Kristi Ross

, tastytrade

Find People Who Are A Good Culture Fit

Professional Services Finance

DeAnn O’Donovan

, AHP Servicing

Treat Everyone Like You Want To Be Treated

Professional Services Finance

Ralph Blust

, Insureon

Respect Is Earned Not Taken

Respect Is Earned Not Taken

Investments Finance

Sonia Nagar

, Pritzker Group Venture Capital

Business Is War, Perception Is Reality

Business Is War, Perception Is Reality

Professional Services Finance Technology

Drew Lydecker

, AVANT

Every No Is One Step Closer To A Yes

Every No Is One Step Closer To A Yes

Investments Finance

Amy Francetic

, Energize Ventures

Get Somebody Even Better Than You

Get Somebody Even Better Than You

Investments Finance

Dan Abbate

, 81-c

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Company Spotlight in Finance

BMO Harris Bank

Leslie Anderson

Gibraltar Business Capital

Energize Ventures

Auctus Capital Partners

Warady & Davis LLP

Jessica Droste Yagan

Cambridge Lending Group

Countryside Bank

MB Financial Bank

Midwest Equity Mortgage LLC

The Cleveland Avenue Foundation for Education

Wealth Management Group, LLC

Hyde Park Angels

Rising Medical Solutions

MidMarket Capital, Inc.

Benefit Chicago

Accretive Health Inc.

Main Street Financial

Polished Nickel Capital Management

Carol Lavin Bernick

Opportunity International

RSM McGladrey LLP

Madison Street Capital, LLC

Charles Botchway

Northwestern Mutual Chicago

Nathan Kinzinger

Cobra Capital LLC

Origin Ventures

Arbor Lodging Partners

Focus On Success

Net Zero Analysis and Design Corp.

George Sullivan

Weiss & Company LLP

Enova International

Chicago Interactive Marketing Association (CIMA)

Houlihan Capital

Unvarnished Truth

Access Mobility 24

Renovo Financial, LLC

Strata Decision Technology

MATH Venture Partners

Virtas Partners

Signature Chicago Wealth Management

CALIBR Merchant Solutions

Alliant Credit Union

Trading Technologies

Align Income Share Funding

DeAnn O’Donovan

4WEALTH® FINANCIAL GROUP

Pritzker Group Venture Capital

Morris Anderson

Kruse Asset Management

Leonard & Associates CPAs

Michael Leonard

Zacks Investment Management

Dimitri P. Eliopoulos

InvestHER Ventures

Giles & Associates Consultancy

SA Capital Partners

Sanjeev Krishnan

Chicago Teachers’ Pension Fund

Chuck Burbridge

Braviant Holdings

Stephanie Klein

Caerus Investment Partners

A. Eicoff & Co.

Jet Support Services, Inc.

Excell Benefits Group