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Finance

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CXO Spotlight in Finance

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Loren Trimble Managing Director and CEO
AArete

Michael Norton Director Of Business Development
Houlihan Capital

Thomas Flake Founder and CMO
bCause

Neil Book President and CEO
Jet Support Services, Inc.

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Dan Michelson CEO
Strata Decision Technology

Mike Giordano VP Client Consulting
FactSet

Kevin Werner CEO
Renovo Financial, LLC

Bill McCabe President and CEO
A. Eicoff & Co.

Vicki Escarra CEO
Opportunity International

Aaron Gillum Managing Partner
Caerus Investment Partners

Rich Fahn CEO
Excell Benefits Group

Dmitry Bresler President
Cambridge Lending Group

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

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Matt Peterson Vice President of Sales & Operations
IdilusHR

Cayla Weisberg Partner
InvestHER Ventures

Kristi Ross Co-CEO & President
tastytrade

Vamsi Bonthala CEO
Arbor Lodging Partners

Jerome Grisko CEO & President
CBIZ, Inc.

Andy Roe General Manager
SurePayroll

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Peter B. Fair Managing Director
Golub Capital

Chris Rentner Founder & CEO
Akouba

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Eero Pikat President
Barchart

Glen Nielsen Author
Unvarnished Truth

Bob Burke Founder
Burke America

Sonia Nagar Partner
Pritzker Group Venture Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Ralph Blust President
Insureon

Dave Kauppi President
MidMarket Capital, Inc.

Robert Brown Founder and CEO
Options Away

Maz Pawar CEO
SA Capital Partners

Poonam Gupta CEO & President
Iyka

Nihal Advani Founder & CEO
Georama

Joe Adams CEO
RSM McGladrey LLP

Dave Mooney CEO
Alliant Credit Union

Muhammad Azfar CEO
Auctus Capital Partners

Mark Achler Managing Director
MATH Venture Partners

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Al Goldstein CEO
AVANT

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Jason Beans CEO
Rising Medical Solutions

David Lyon CEO
Main Street Financial

Steve Kolber President and Managing Partner
FGMK, LLC

Sean Conlon Founder and CEO
Conlon & Co

Sanjeev Krishnan MD & CIO
S2G Ventures

Dan Abbate Founder & Co-CEO
81-c

Jared Kaplan CEO
OppLoans

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

Tom Sosnoff Founder & Co-CEO
tastytrade

Zack Johnson CEO
Syndio

Rick Franklin Co-Managing Partner
Warady & Davis LLP

James Teppen Co-President
Gibraltar Business Capital

Mitch Zacks Principal
Zacks Investment Management

Stephanie Klein CEO
Braviant Holdings

Joe Wright CEO
Access Mobility 24

Ted Devine CEO
Insureon

Steve Kreynin CEO
Forte Group

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Brian Liston Co-Founder & President
Seed CX

Tony Villa President and CEO
Insuresoft

Amy Francetic Managing Director
Energize Ventures

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Peter Wilkins Managing Director
Hyde Park Angels

Mark Miller Partner & Financial Advisor
Focus On Success

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

David Macknin CEO and President
Alper Services

Michael Leonard Managing Partner
Leonard & Associates CPAs

Richard Burke CEO
Envoy Global

Nathan Popkins Founder & CEO
Align Income Share Funding

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Neal McNamara Co-Founder
Virtas Partners

Dan Dooley CEO and Principal
Morris Anderson

Paul J McEntee Partner
B2B CFO

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Lisa Giles CEO & President
Giles & Associates Consultancy

William Towns Executive Director
Benefit Chicago

Drew Lydecker Co-Founder and President
AVANT

Dale Kluga President
Cobra Capital LLC

Scott Kitun CEO
Technori

Canh Tran Co-Founder & CEO
Rippleshot

Jessica Droste Yagan CEO
Impact Engine

CJ Montano Partner & Managing Director
Forte Group

Ray Grady Executive Vice President
CloudCraze

Rick Lane CEO
Trading Technologies

Steve Miller Partner and Co-Founder
Origin Ventures

Todd Jones President
BBMC Mortgage

John Higginson CTO
Enova International

Frank Lee Partner
Weiss & Company LLP

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

John Wheeler CEO
Countryside Bank

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Nathan Popkins

Reach Out And Have A Dialogue

Professional Services Finance

Nathan Popkins

, Align Income Share Funding

Match Talent To Task And Show Appreciation

Education Finance

Chuck Burbridge

, Chicago Teachers’ Pension Fund

Be Absolutely The Best

Professional Services Finance

Dmitry Bresler

, Cambridge Lending Group

Create Space To Work On The Business, Not In The Business

Professional Services Finance

James Teppen

, Gibraltar Business Capital

Business Really Plays Out In Human Emotions

Professional Services Finance

Dan Dooley

, Morris Anderson

Entrepreneurship Is Not About Problem Solving

Education Finance

Tom Sosnoff

, tastytrade

Be Comfortable Taking Risks

Education Finance

Kristi Ross

, tastytrade

Pay Attention To Your Own Guidance System

Professional Services Finance

Lisa Giles

, Giles & Associates Consultancy

Focus On Results Not Tasks

Professional Services Logistics Finance

Poonam Gupta

, Iyka

It’s Important Not To Say No Right Away

Professional Services Finance Technology

Steve Miller

, Origin Ventures

You Have To Learn To Get Along With Everybody

Professional Services Finance

Bill McCabe

, A. Eicoff & Co.

Listen First

Professional Services Finance

Peter Recchia

, 4WEALTH® FINANCIAL GROUP

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Company Spotlight in Finance

Sanjeev Krishnan

MB Financial Bank

Leonard & Associates CPAs

Michael Leonard

Jessica Droste Yagan

Main Street Financial

Braviant Holdings

Stephanie Klein

Benefit Chicago

Wealth Management Group, LLC

Countryside Bank

Madison Street Capital, LLC

Charles Botchway

Warady & Davis LLP

Polished Nickel Capital Management

Carol Lavin Bernick

Net Zero Analysis and Design Corp.

George Sullivan

Unvarnished Truth

Cambridge Lending Group

Chicago Teachers’ Pension Fund

Chuck Burbridge

Enova International

4WEALTH® FINANCIAL GROUP

Signature Chicago Wealth Management

Weiss & Company LLP

Giles & Associates Consultancy

Strata Decision Technology

Focus On Success

Arbor Lodging Partners

BMO Harris Bank

Leslie Anderson

MidMarket Capital, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Morris Anderson

Chicago Interactive Marketing Association (CIMA)

Kruse Asset Management

Caerus Investment Partners

SA Capital Partners

Alliant Credit Union

Pritzker Group Venture Capital

DeAnn O’Donovan

Virtas Partners

Auctus Capital Partners

Access Mobility 24

Houlihan Capital

MATH Venture Partners

Jet Support Services, Inc.

A. Eicoff & Co.

Zacks Investment Management

Cobra Capital LLC

InvestHER Ventures

Accretive Health Inc.

Gibraltar Business Capital

Rising Medical Solutions

CALIBR Merchant Solutions

RSM McGladrey LLP

Trading Technologies

Excell Benefits Group

Midwest Equity Mortgage LLC

Energize Ventures

Hyde Park Angels

Opportunity International

Dimitri P. Eliopoulos

Align Income Share Funding

Renovo Financial, LLC

The Cleveland Avenue Foundation for Education

Origin Ventures