Accounting and tax professional with over 17 years of experience. Most recently was the CFO of LQD Business Finance (a Chicago based alternative middle market lender) where he built the accounting, HR, compliance, risk management, treasury, administrative, and investor relations functions from the ground up in addition to serving on the credit committee. Prior to that founded Stanfield & Associates, LLC, a boutique CPA firm focused on the private equity investors and family offices (sold to Sikich, LLP in 2016). Previously held positions at Ernst & Young and McGladrey. BA and MST from the University of Illinois and MSA from DePaul University. Licensed CPA and member of the AICPA.
Technology professional with over 20 years of portfolio, financial analytics, data management and architecture design roles focused on providing integrated solutions that automate and optimize lending processes. Most recently was the CIO of LQD Business Finance where he was responsible for all systems, analytics, automations, and integrations related to a best-in-class cloud-based lending and servicing platform that optimized the entire loan lifecycle from lead identification to resolution. Previously held positions at LaSalle Bank, ABN Amro, JPMorgan Chase, Bear Stearns, and Arch Bay Capital. BS from the University of Illinois.
Credit and lending professional with over 10 years of experience in direct lending, structuring, and capital markets. Previously director of credit for a lower middle market credit fund. Prior experience includes 8 years with J.P. Morgan, most recently as a Vice President in the firm’s loan syndication group. While at J.P. Morgan, held various roles in real estate, commercial lending, and debt capital markets. BA and MBA from the University of Illinois.
Credit and lending professional with over 10 years of experience in asset-based and commercial lending. Previously VP of underwriting for HTLF Specialized Industries and director of portfolio management for a lower middle market credit fund. Prior to this held portfolio and underwriting positions with GE Capital and Fifth Third Bank. MBA from the University of Chicago and BA from Eastern Illinois University.
Sales professional over 20 years of experience in Finance, Factoring, Asset Based lending, Business Consulting and is a published author of The B.I.G. Plan - how to grow a small business. Previously held senior business development positions with Mitsubishi, Hitachi, Republic Business Credit and Bibby Financial Services. Successfully built new books of business throughout her career by leveraging a national network of strong relationships within the financial services industry. Heather received a BS from St. Catherine University and currently sits on the Minnesota RMA and TMA Chapter Boards.