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Finance

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Strong Leadership

CXO Spotlight in Finance

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Todd Jones President
BBMC Mortgage

Lisa Giles CEO & President
Giles & Associates Consultancy

Michael Norton Director Of Business Development
Houlihan Capital

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Sanjeev Krishnan MD & CIO
S2G Ventures

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

Nathan Popkins Founder & CEO
Align Income Share Funding

Mitch Zacks Principal
Zacks Investment Management

James Teppen Co-President
Gibraltar Business Capital

Richard Burke CEO
Envoy Global

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Vicki Escarra CEO
Opportunity International

Dan Dooley CEO and Principal
Morris Anderson

Mark Miller Partner & Financial Advisor
Focus On Success

Andy Roe General Manager
SurePayroll

Frank Lee Partner
Weiss & Company LLP

Steve Miller Partner and Co-Founder
Origin Ventures

Peter B. Fair Managing Director
Golub Capital

John Wheeler CEO
Countryside Bank

Sonia Nagar Partner
Pritzker Group Venture Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Joe Adams CEO
RSM McGladrey LLP

Neal McNamara Co-Founder
Virtas Partners

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Michael Leonard Managing Partner
Leonard & Associates CPAs

Jerome Grisko CEO & President
CBIZ, Inc.

Bob Burke Founder
Burke America

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Cayla Weisberg Partner
InvestHER Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Ray Grady Executive Vice President
CloudCraze

Amy Francetic Managing Director
Energize Ventures

Aaron Gillum Managing Partner
Caerus Investment Partners

Robert Brown Founder and CEO
Options Away

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Drew Lydecker Co-Founder and President
AVANT

Matt Peterson Vice President of Sales & Operations
IdilusHR

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Bill McCabe President and CEO
A. Eicoff & Co.

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Tony Villa President and CEO
Insuresoft

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Glen Nielsen Author
Unvarnished Truth

Steve Kreynin CEO
Forte Group

Vamsi Bonthala CEO
Arbor Lodging Partners

Eero Pikat President
Barchart

Mark Achler Managing Director
MATH Venture Partners

Rick Lane CEO
Trading Technologies

Thomas Flake Founder and CMO
bCause

Ted Devine CEO
Insureon

Jessica Droste Yagan CEO
Impact Engine

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Steve Kolber President and Managing Partner
FGMK, LLC

Peter Wilkins Managing Director
Hyde Park Angels

Mike Giordano VP Client Consulting
FactSet

Paul J McEntee Partner
B2B CFO

Zack Johnson CEO
Syndio

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

Nihal Advani Founder & CEO
Georama

William Towns Executive Director
Benefit Chicago

Al Goldstein CEO
AVANT

Muhammad Azfar CEO
Auctus Capital Partners

Canh Tran Co-Founder & CEO
Rippleshot

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Kevin Werner CEO
Renovo Financial, LLC

John Higginson CTO
Enova International

Poonam Gupta CEO & President
Iyka

Jason Beans CEO
Rising Medical Solutions

Dan Abbate Founder & Co-CEO
81-c

Chris Rentner Founder & CEO
Akouba

Dave Mooney CEO
Alliant Credit Union

Rich Fahn CEO
Excell Benefits Group

Loren Trimble Managing Director and CEO
AArete

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Neil Book President and CEO
Jet Support Services, Inc.

Stephanie Klein CEO
Braviant Holdings

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

CJ Montano Partner & Managing Director
Forte Group

Tom Sosnoff Founder & Co-CEO
tastytrade

Scott Kitun CEO
Technori

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Dave Kauppi President
MidMarket Capital, Inc.

Dan Michelson CEO
Strata Decision Technology

Brian Liston Co-Founder & President
Seed CX

David Lyon CEO
Main Street Financial

Joe Wright CEO
Access Mobility 24

David Macknin CEO and President
Alper Services

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Sean Conlon Founder and CEO
Conlon & Co

Maz Pawar CEO
SA Capital Partners

Jared Kaplan CEO
OppLoans

Kristi Ross Co-CEO & President
tastytrade

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Ralph Blust President
Insureon

Dale Kluga President
Cobra Capital LLC

Dmitry Bresler President
Cambridge Lending Group

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

Align Income Share Funding

Renovo Financial, LLC

Alliant Credit Union

Energize Ventures

Braviant Holdings

Stephanie Klein

Chicago Teachers’ Pension Fund

Chuck Burbridge

Jessica Droste Yagan

Signature Chicago Wealth Management

Cobra Capital LLC

Weiss & Company LLP

Dimitri P. Eliopoulos

4WEALTH® FINANCIAL GROUP

BMO Harris Bank

Leslie Anderson

InvestHER Ventures

Wealth Management Group, LLC

DeAnn O’Donovan

Trading Technologies

SA Capital Partners

RSM McGladrey LLP

Virtas Partners

Opportunity International

Accretive Health Inc.

The Cleveland Avenue Foundation for Education

Pritzker Group Venture Capital

Giles & Associates Consultancy

Warady & Davis LLP

Access Mobility 24

Rising Medical Solutions

Benefit Chicago

Jet Support Services, Inc.

Cambridge Lending Group

Focus On Success

CALIBR Merchant Solutions

MATH Venture Partners

Enova International

Hyde Park Angels

MidMarket Capital, Inc.

Gibraltar Business Capital

A. Eicoff & Co.

Unvarnished Truth

Kruse Asset Management

Northwestern Mutual Chicago

Nathan Kinzinger

Sanjeev Krishnan

Polished Nickel Capital Management

Carol Lavin Bernick

Main Street Financial

MB Financial Bank

Excell Benefits Group

Midwest Equity Mortgage LLC

Chicago Interactive Marketing Association (CIMA)

Morris Anderson

Auctus Capital Partners

Arbor Lodging Partners

Strata Decision Technology

Houlihan Capital

Origin Ventures

Madison Street Capital, LLC

Charles Botchway

Caerus Investment Partners

Net Zero Analysis and Design Corp.

George Sullivan

Countryside Bank

Leonard & Associates CPAs

Michael Leonard

Zacks Investment Management