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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Mark Achler Managing Director
MATH Venture Partners

Tom Sosnoff Founder & Co-CEO
tastytrade

Dave Mooney CEO
Alliant Credit Union

Muhammad Azfar CEO
Auctus Capital Partners

Eero Pikat President
Barchart

Steve Kreynin CEO
Forte Group

Kevin Werner CEO
Renovo Financial, LLC

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Stephanie Klein CEO
Braviant Holdings

Sanjeev Krishnan MD & CIO
S2G Ventures

Andy Roe General Manager
SurePayroll

James Teppen Co-President
Gibraltar Business Capital

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Ray Grady Executive Vice President
CloudCraze

Jason Beans CEO
Rising Medical Solutions

Maz Pawar CEO
SA Capital Partners

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

Canh Tran Co-Founder & CEO
Rippleshot

Dan Michelson CEO
Strata Decision Technology

Dmitry Bresler President
Cambridge Lending Group

Vicki Escarra CEO
Opportunity International

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Poonam Gupta CEO & President
Iyka

Drew Lydecker Co-Founder and President
AVANT

Frank Lee Partner
Weiss & Company LLP

CJ Montano Partner & Managing Director
Forte Group

Zack Johnson CEO
Syndio

Brian Liston Co-Founder & President
Seed CX

Dan Abbate Founder & Co-CEO
81-c

Ralph Blust President
Insureon

Todd Jones President
BBMC Mortgage

Kristi Ross Co-CEO & President
tastytrade

Al Goldstein CEO
AVANT

Paul J McEntee Partner
B2B CFO

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

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

Tony Villa President and CEO
Insuresoft

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Joe Adams CEO
RSM McGladrey LLP

Glen Nielsen Author
Unvarnished Truth

Steve Miller Partner and Co-Founder
Origin Ventures

Chris Rentner Founder & CEO
Akouba

Jessica Droste Yagan CEO
Impact Engine

Dan Dooley CEO and Principal
Morris Anderson

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Joe Wright CEO
Access Mobility 24

William Towns Executive Director
Benefit Chicago

John Higginson CTO
Enova International

Jared Kaplan CEO
OppLoans

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

John Wheeler CEO
Countryside Bank

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Mark Miller Partner & Financial Advisor
Focus On Success

David Lyon CEO
Main Street Financial

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Aaron Gillum Managing Partner
Caerus Investment Partners

Peter Wilkins Managing Director
Hyde Park Angels

Neil Book President and CEO
Jet Support Services, Inc.

Michael Leonard Managing Partner
Leonard & Associates CPAs

Scott Kitun CEO
Technori

Amy Francetic Managing Director
Energize Ventures

Michael Norton Director Of Business Development
Houlihan Capital

Mitch Zacks Principal
Zacks Investment Management

Rich Fahn CEO
Excell Benefits Group

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Vamsi Bonthala CEO
Arbor Lodging Partners

Bob Burke Founder
Burke America

Loren Trimble Managing Director and CEO
AArete

Dale Kluga President
Cobra Capital LLC

Matt Peterson Vice President of Sales & Operations
IdilusHR

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Thomas Flake Founder and CMO
bCause

Dave Kauppi President
MidMarket Capital, Inc.

David Macknin CEO and President
Alper Services

Cayla Weisberg Partner
InvestHER Ventures

Ted Devine CEO
Insureon

Lisa Giles CEO & President
Giles & Associates Consultancy

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Sonia Nagar Partner
Pritzker Group Venture Capital

Sean Conlon Founder and CEO
Conlon & Co

Mike Giordano VP Client Consulting
FactSet

Steve Kolber President and Managing Partner
FGMK, LLC

Robert Brown Founder and CEO
Options Away

Jerome Grisko CEO & President
CBIZ, Inc.

Nathan Popkins Founder & CEO
Align Income Share Funding

Rick Lane CEO
Trading Technologies

Richard Burke CEO
Envoy Global

Neal McNamara Co-Founder
Virtas Partners

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Peter B. Fair Managing Director
Golub Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Bill McCabe President and CEO
A. Eicoff & Co.

Nihal Advani Founder & CEO
Georama

Be Genuine

Professional Services Finance

Patrick Quinn

, Signature Chicago Wealth Management

Begin With The End In Mind

Begin With The End In Mind

Professional Services Finance

Paul J McEntee

, B2B CFO

Education Is A Huge Part Of One's Career

Education Is A Huge Part Of One’s Career

Professional Services Finance Technology

Eric Whobrey

, Chicago Interactive Marketing Association (CIMA)

Figure Out How To Create The Best User Experience

Figure Out How To Create The Best User Experience

Professional Services Finance

Pete Gabrione

, Midwest Equity Mortgage LLC

If You Have To Be Constructive Say It Nicely

If You Have To Be Constructive Say It Nicely

Logistics Finance Technology

Loren Trimble

, AArete

Be Prepared To Take Advantage Of Opportunities

Be Prepared To Take Advantage Of Opportunities

Investments Professional Services Finance

Charles Botchway

, Madison Street Capital, LLC

Apply Military Attributes To Your Business

Apply Military Attributes To Your Business

Professional Services Finance Technology

Chris Rentner

, Akouba

sean conlon the deed

Don’t Burn Too Many Bridges, It’s a Long Road

Real Estate Professional Services Finance

Sean Conlon

, Conlon & Co

Be Optimistic

Be Optimistic

Professional Services Finance

Dimitri P. Eliopoulos

, RMB Capital

Talent Attracts Talent

Talent Attracts Talent

Professional Services Finance Technology

Steve Kreynin

, Forte Group

Mark Achler Not about you

It’s Not About You

Professional Services Finance

Mark Achler

, MATH Venture Partners

David Mackin

People + Process + Execution = Success

Professional Services Finance

David Macknin

, Alper Services

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Company Spotlight in Finance

Leonard & Associates CPAs

Michael Leonard

Virtas Partners

Access Mobility 24

Origin Ventures

The Cleveland Avenue Foundation for Education

Unvarnished Truth

Signature Chicago Wealth Management

Auctus Capital Partners

Energize Ventures

Midwest Equity Mortgage LLC

Zacks Investment Management

Chicago Interactive Marketing Association (CIMA)

Excell Benefits Group

Dimitri P. Eliopoulos

Accretive Health Inc.

Weiss & Company LLP

MATH Venture Partners

Giles & Associates Consultancy

Morris Anderson

Jessica Droste Yagan

Main Street Financial

Renovo Financial, LLC

Trading Technologies

Cambridge Lending Group

Jet Support Services, Inc.

Caerus Investment Partners

Polished Nickel Capital Management

Carol Lavin Bernick

A. Eicoff & Co.

MB Financial Bank

DeAnn O’Donovan

Wealth Management Group, LLC

Arbor Lodging Partners

Houlihan Capital

Hyde Park Angels

MidMarket Capital, Inc.

SA Capital Partners

Rising Medical Solutions

RSM McGladrey LLP

Net Zero Analysis and Design Corp.

George Sullivan

Chicago Teachers’ Pension Fund

Chuck Burbridge

Benefit Chicago

Warady & Davis LLP

Focus On Success

Alliant Credit Union

Kruse Asset Management

4WEALTH® FINANCIAL GROUP

Gibraltar Business Capital

Strata Decision Technology

Enova International

Braviant Holdings

Stephanie Klein

InvestHER Ventures

BMO Harris Bank

Leslie Anderson

Sanjeev Krishnan

Opportunity International

Align Income Share Funding

Madison Street Capital, LLC

Charles Botchway

Pritzker Group Venture Capital

Cobra Capital LLC

Countryside Bank

CALIBR Merchant Solutions

Northwestern Mutual Chicago

Nathan Kinzinger