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Finance

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Category

How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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William Towns Executive Director
Benefit Chicago

Joe Adams CEO
RSM McGladrey LLP

Tom Sosnoff Founder & Co-CEO
tastytrade

John Higginson CTO
Enova International

Robert Brown Founder and CEO
Options Away

Sanjeev Krishnan MD & CIO
S2G Ventures

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Steve Miller Partner and Co-Founder
Origin Ventures

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Glen Nielsen Author
Unvarnished Truth

Frank Lee Partner
Weiss & Company LLP

David Macknin CEO and President
Alper Services

Stephanie Klein CEO
Braviant Holdings

Tony Villa President and CEO
Insuresoft

Dan Abbate Founder & Co-CEO
81-c

Zack Johnson CEO
Syndio

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Kevin Werner CEO
Renovo Financial, LLC

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

Mike Giordano VP Client Consulting
FactSet

Sonia Nagar Partner
Pritzker Group Venture Capital

Mark Achler Managing Director
MATH Venture Partners

Jessica Droste Yagan CEO
Impact Engine

Andy Roe General Manager
SurePayroll

Maz Pawar CEO
SA Capital Partners

Jared Kaplan CEO
OppLoans

Thomas Flake Founder and CMO
bCause

CJ Montano Partner & Managing Director
Forte Group

James Teppen Co-President
Gibraltar Business Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Ray Grady Executive Vice President
CloudCraze

Loren Trimble Managing Director and CEO
AArete

Jason Beans CEO
Rising Medical Solutions

Drew Lydecker Co-Founder and President
AVANT

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

Ted Devine CEO
Insureon

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Al Goldstein CEO
AVANT

Paul J McEntee Partner
B2B CFO

Nihal Advani Founder & CEO
Georama

Dave Kauppi President
MidMarket Capital, Inc.

Canh Tran Co-Founder & CEO
Rippleshot

Michael Norton Director Of Business Development
Houlihan Capital

Eero Pikat President
Barchart

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Joe Wright CEO
Access Mobility 24

Sean Conlon Founder and CEO
Conlon & Co

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Muhammad Azfar CEO
Auctus Capital Partners

Bill McCabe President and CEO
A. Eicoff & Co.

Chris Rentner Founder & CEO
Akouba

Steve Kolber President and Managing Partner
FGMK, LLC

Jerome Grisko CEO & President
CBIZ, Inc.

Poonam Gupta CEO & President
Iyka

Matt Peterson Vice President of Sales & Operations
IdilusHR

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Dan Michelson CEO
Strata Decision Technology

Todd Jones President
BBMC Mortgage

Cayla Weisberg Partner
InvestHER Ventures

Peter Wilkins Managing Director
Hyde Park Angels

Scott Kitun CEO
Technori

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Neal McNamara Co-Founder
Virtas Partners

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Mark Miller Partner & Financial Advisor
Focus On Success

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Dave Mooney CEO
Alliant Credit Union

Kristi Ross Co-CEO & President
tastytrade

Brian Liston Co-Founder & President
Seed CX

Neil Book President and CEO
Jet Support Services, Inc.

Amy Francetic Managing Director
Energize Ventures

Vamsi Bonthala CEO
Arbor Lodging Partners

Steve Kreynin CEO
Forte Group

Vicki Escarra CEO
Opportunity International

Ralph Blust President
Insureon

Michael Leonard Managing Partner
Leonard & Associates CPAs

Bob Burke Founder
Burke America

John Wheeler CEO
Countryside Bank

Rick Lane CEO
Trading Technologies

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Nathan Popkins Founder & CEO
Align Income Share Funding

Dale Kluga President
Cobra Capital LLC

Dan Dooley CEO and Principal
Morris Anderson

Richard Burke CEO
Envoy Global

Aaron Gillum Managing Partner
Caerus Investment Partners

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Lisa Giles CEO & President
Giles & Associates Consultancy

Mitch Zacks Principal
Zacks Investment Management

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Rich Fahn CEO
Excell Benefits Group

David Lyon CEO
Main Street Financial

Peter B. Fair Managing Director
Golub Capital

Dmitry Bresler President
Cambridge Lending Group

Be Aware Of Where You Are In The Moment

Investments Professional Services Finance

Peter Wilkins

, Hyde Park Angels

You Need A Bit of Naivety

Professional Services Finance

Frank Lee

, Weiss & Company LLP

Understand The Concept Of A Quantified Self

Media and PR Professional Services Finance

Scott Kitun

, Technori

Don’t Compromise

Professional Services Finance Technology

Jessica Droste Yagan

, Impact Engine

Become More Client Centric

Professional Services Finance

Rick Franklin

, Warady & Davis LLP

Helping Companies Provide More Value To Employees

Professional Services Finance

Matt Peterson

, IdilusHR

The Craft of Building Technology

Professional Services Finance Technology

Rick Lane

, Trading Technologies

A Great Time To Invest in Startups

Professional Services Finance

Aaron Gillum

, Caerus Investment Partners

Building a National Platform

Professional Services Finance

Dale Kluga

, Cobra Capital LLC

Helping Businesses and Individual Plan

Professional Services Finance Technology

Michael Leonard

, Leonard & Associates CPAs

The Unvarnished Truth

Finance

Glen Nielsen

, Unvarnished Truth

Sticking With Innovation Makes Things Happen

Professional Services Logistics Finance

Joe Wright

, Access Mobility 24

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Company Spotlight in Finance

Arbor Lodging Partners

Unvarnished Truth

Rising Medical Solutions

Excell Benefits Group

Wealth Management Group, LLC

Midwest Equity Mortgage LLC

Chicago Teachers’ Pension Fund

Chuck Burbridge

Trading Technologies

Chicago Interactive Marketing Association (CIMA)

Sanjeev Krishnan

A. Eicoff & Co.

Main Street Financial

Enova International

Cobra Capital LLC

Braviant Holdings

Stephanie Klein

Cambridge Lending Group

Origin Ventures

Renovo Financial, LLC

Madison Street Capital, LLC

Charles Botchway

Auctus Capital Partners

Morris Anderson

Jessica Droste Yagan

Align Income Share Funding

Virtas Partners

Gibraltar Business Capital

Polished Nickel Capital Management

Carol Lavin Bernick

DeAnn O’Donovan

Kruse Asset Management

Houlihan Capital

Hyde Park Angels

Signature Chicago Wealth Management

Countryside Bank

Warady & Davis LLP

MB Financial Bank

Zacks Investment Management

Dimitri P. Eliopoulos

Alliant Credit Union

CALIBR Merchant Solutions

MidMarket Capital, Inc.

SA Capital Partners

Weiss & Company LLP

Benefit Chicago

MATH Venture Partners

BMO Harris Bank

Leslie Anderson

Opportunity International

Jet Support Services, Inc.

Net Zero Analysis and Design Corp.

George Sullivan

Energize Ventures

Northwestern Mutual Chicago

Nathan Kinzinger

InvestHER Ventures

Pritzker Group Venture Capital

Access Mobility 24

Leonard & Associates CPAs

Michael Leonard

Accretive Health Inc.

Giles & Associates Consultancy

Strata Decision Technology

Caerus Investment Partners

The Cleveland Avenue Foundation for Education

Focus On Success

RSM McGladrey LLP

4WEALTH® FINANCIAL GROUP