John O’Connor is a serial financial entrepreneur with significant expertise in corporate finance, equity and debt capital raises, private equity, fixed income and risk management.
John has established five very successful start-up initiatives throughout his career and excels at growing and operating businesses by implementing and executing on strategic objectives.
He was most recently the Founder and CEO of a consulting and advisory business where he originated and led 100+ consulting, advisory, acquisition and capital raising opportunities for clients with a book value of more than $3 billion.
John was also Managing Partner and Treasurer of a self-funded leading boutique advisory and consulting company and executed on transactions with a book value of more than $2 billion.
John successfully established a Midwest U.S. investment banking practice for Portigon A.G. one of the largest multinational banks and in a three-year time frame grew revenue from $0 to more than $10 million.
He was also principal for a private equity backed operating fund and led, closed and funded the company’s first acquisition with an enterprise value of nearly $300 million.
Prior to this, John established a domestic and international business line at Duff & Phelps, representing 5% of firm wide revenue within an established business unit of a long standing, well regarded Chicago based financial institution.
John serves as a mentor, advisor and board member for Universities and a not for profit enterprise he played a led role in establishing.
John holds a BS degree in Economics from Northern Illinois University and an MBA from The Kellstadt School of DePaul University with a concentration in Finance.
John has been a frequent speaker at top industry events and conferences in the U.S. and abroad. He enjoys traveling, running, biking, competing in triathlons and hiking and has visited over 20 countries. He also enjoys reading, writing, cooking and music.
Max Rokhline is a recognized expert in the field of financial services infrastructure. Some of his professional highlights have included developing platforms for global card acquiring, ACH processing, BillPay, e-Invoicing and Trade Finance intermediation.
As Principal Consultant at Amalgam Payments, a financial services consulting firm, Max architected systems for risk management, cross border payments settlement, alternative lending and online stock brokerages. As Head of Risk for Stockpile, Inc., he developed risk strategies and policies in the areas of compliance, fraud and credit risks.
Earlier in his career, Max oversaw global payments platform at Intuit, the well-known consumer software company. In that position, he led his team in designing and implementing Intuit’s risk management technology in support of growth. He also developed payments platform for international markets.
Additionally, Max has held key management positions at PayPal and Washington Mutual Card Services, overseeing risk management as it related to revenue enablement.
Max holds a Bachelor of Science in Economics from California State University, Hayward, and a Bachelor of Arts in Music from the Russian Academy of Music.
Wendy is an accomplished finance and accounting professional with significant experience in the eCommerce marketplace. Most recently, she was Chief Financial Officer of Onmex Group, Inc., a world-leading corporation in international money transfer, managing over $1 billion in transactions annually.
As a Certified Public Accountant with almost twenty years of experience, she has worked for a multitude of firms covering a variety of sectors including e-commerce, retail/manufacturing, internet and financial services. Some of her notable accomplishments have included: growing start-up companies, assisting in successful turnarounds of existing organizations, and providing support to well-established companies which had experienced double-digit growth.
During her tenure with companies such as big 4 accounting firm Ernst & Young, LLP, and while working in-house at other organizations, such as Western Union, Wendy was directly involved in all facets of a company’s financial activity. She oversaw annual planning and cash planning, profitability analysis, and preparation of meaningful management/Board of Director reporting and pro forma financial statements.
In addition, Wendy has extensive experience in mergers and acquisitions, having performed due diligence on both acquiring and acquired companies, as well as directing the financial integration of acquisitions. Wendy’s collaborative leadership style coupled with her diverse professional background, gives her the ability to quickly determine client needs and offer effective solutions.
Wendy graduated with honors from the University of Wisconsin – Madison, with a Bachelors degree in Business Administration, majoring in accounting.
Steven has worked in the financial services industry for more than twenty-five years primarily in a sales and business development role.
He has experience in derivatives, managing complex options positions for a proprietary trading group. He also has extensive experience in banking and payment systems.
Steven most recently was a Vice President of business development at Earthport (London, UK), a global financial services organization providing cross border payment solutions for corporations and banks with payment capabilities in 200 countries.
He was previously a Vice President/Relationship Manager of commercial banking at US Bank in Chicago where he developed a concentration of clients involved in cross boarder remittances.
At US Bank and Earthport he developed extensive experience in payment systems with an emphasis on mobile and international remittances.
He also held Vice President positions at Edgar Online, and The Actuarial Exchange and was Director and Marketing for Duff & Phelps covering the Telecom and Global Power sectors.
Steven has a Bachelor of Arts degree in Economics from Tulane University and an Masters in Business Administration from Loyola University.
Dr. Bradford Ress graduated cum laude from Cornell University and earned an M.D. with Distinction from the University of Miami. He is board certified and fellowship-trained in Otology, Neurotology, & Skull Base Surgery.
A former faculty member of the University of California – San Diego and an Adjunct Professor at Nova Southeastern University, Dr. Ress has owned and managed his own medical practice since 1999.
In 2008, Dr. Ress and his colleagues formed The Otolaryngology Group, a single specialty group consisting of otolaryngologists in Broward and Palm Beach Counties.
As Chairman of this corporation, Dr. Ress successfully negotiated a merger of this company with a $40 million+ “mega-group” that primarily served Miami-Dade County. Dr. Ress is a Partner, Member, or Consultant of several domestic and international companies and has served as a Member of Cornell University’s Dean’s Advisory Committee and Major Gifts Committee.