Notable Leaders in Finance 2021

From credit unions and banks to governmental agencies, law firms, and nonprofits, our 32 Notable Leaders in Finance are responsible for making daily high-stakes economic and fiscal decisions for their organizations. In the last year, they’ve also been tasked with steering their companies through an economic recession caused by unprecedented circumstances. They’re a bright bunch, always ready to problem-solve on a dime.

Methodology: The individuals featured did not pay to be included. Their profiles were drawn from nomination materials. This list is not comprehensive. It includes only people who were nominated and accepted after editorial review. To qualify for this list, individuals must be serving in a C-suite or senior-level finance role in Minnesota, have at least five years of experience in finance, and have shown the ability to create significant,
positive, and measurable results in their field.

To nominate other best-in-class executives in their fields, click here.

Notable Leaders in finance 2021

Kelly Pedersen

Kelly Pedersen

Founder & CEO, Caissa Wealth Strategies
Kelly Pedersen founded Bloomington-based Caissa Wealth Strategies in 2009, and has built it into a successful firm with a specialized focus on women business owners and entrepreneurs. As part of
Lisa Pittman

Lisa Pittman

Senior director, finance and accounting operations, Digi-Key Electronics
At Thief River Falls-based Digi-Key Electronics, Lisa Pittman has enabled her team to create important changes in both the purchasing and accounting divisions of Digi-Key’s internal processes. The improvements she
Nicholas “Nick” Place

Nicholas “Nick” Place

Chief lending officer, Bridgewater Bank
Nick Place started at St. Louis Park-based Bridgewater Bank in 2007, assuming his current role in 2015. He has helped propel Bridgewater from a young de novo to into one
Dave Ristow

Dave Ristow

Chief financial officer, Qumu
Dave Ristow joined Qumu, a Minneapolis-based developer of enterprise video platforms, as CFO in October 2017. At that time, the company’s stock was at $2.50 per share. As of February
Jessica Robinson

Jessica Robinson

Chief financial officer, The Stable
Jessica Robinson joined The Stable, a Minneapolis-based multichannel commerce agency, in 2017 after holding financial leadership roles at a contract drug therapy manufacturer and a software-as-a-service provider. At The Stable,
Stephen “Steve” Robinson

Stephen “Steve” Robinson

Chief financial officer, Capstone
In his six years at Capstone, Edina-based publisher of educational content for children, Steve Robinson, has led the business through a complex ownership change and implementation of a new enterprise
Jeff Roseland

Jeff Roseland

SBA Director, Old National Bank
Jeff Roseland joined Indiana-based Old National Bank in March 2020. Based in the Twin Cities office, Roseland quickly put his 30-plus years of banking experience into action as a key
Luke Schlegel

Luke Schlegel

Executive vice president, operations and analytics, Collective Measures
Luke Schlegel oversees analytics, project management, and operations teams at Minneapolis marketing agency Collective Measures. As one-third of its executive team, he is responsible for managing the agency’s finances. Schlegel
Thomas “Tom” Schwartz

Thomas “Tom” Schwartz

Chief financial officer, Robins Kaplan LLP
Tom Schwartz joined Minneapolis-based law firm Robins Kaplan in 2019, bringing with him nearly 30 years of accounting, finance, and leadership experience. As CFO, he immediately began to reassess the
Vibhu Sharma

Vibhu Sharma

Executive vice president, chief financial officer, & treasurer, Thrivent
Since joining Thrivent as CFO in September 2019, Vibhu Sharma has made use of the company’s strong capital position to make strategic investments to support business transformation. Under his financial
Steve Sigmond

Steve Sigmond

Co-founder & chief financial officer, Carrot Health
Steve Sigmond is an entrepreneur who has worked with emerging technology companies for more than 25 years. As co-founder and CFO of Minneapolis-based health data analytics firm Carrot Health, he
Justin Stets

Justin Stets

President, Carlson Capital Management
Justin Stets has been a principal at Carlson Capital Management since 1998 and president since 2013. He also is the chief compliance officer and an integrated wealth advisor for the
Arleen Sullivan

Arleen Sullivan

Chief commercial client services officer, Old National Bank
Arleen Sullivan joined Old National as community banking president in 2018, when Wayzata-based Anchor Bank (where she had worked for 17 years) was acquired by Indiana-based Old National. Appointed to
Greg Wallace

Greg Wallace

Chief financial officer, When I Work
Greg Wallace joined Minneapolis-based When I Work, which provides scheduling platforms for shift-based businesses, in 2015 as vice president of finance. In 2020, he helped the company navigate the year’s