Gail D. Heldke, Director & CEO
Gail D. Heldke has enjoyed over thirty-five years in the asset-based lending profession including business development, credit underwriting, portfolio management and team leadership with a focus on creative application of lending products to exceed client expectation. She has worked for both public and private bank and non-bank financial organizations including Wells Fargo, First Business, Big Shoulders Capital, Chase and CIT. She has twice lead start-up entities to profitability and market recognition. During her tenure at Wells Fargo, Gail won the prestigious Golden Spoke Award for business originations of $186MM.
Experienced in asset-based lending, accounts receivable and equipment finance, Gail developed her own brokerage business, Concert Capital during the pandemic. She is focused on bringing the right solutions to a client’s problem and this approach has made her highly successful in completing transactions. Gail has earned a reputation for getting deals done and she continues in this endeavor at present.
Gail is a graduate of University of Wisconsin-Eau Claire with a BA in Sociology, cum laude and holds an MBA from Pepperdine University in Business Management. She is a twenty-six year member of the Chicago/Midwest Turnaround Management Association, serving as committee chair, officer and board member for twenty of those years and currently serves as a Director. She has also served on the boards of the Glenview Credit Union in Glenview IL, Midwest Business Brokers & Intermediaries and IWIRC.
Gail lives in Northbrook, IL and enjoys music concerts, arts, travel and spending time at their lake home in Wisconsin with her husband, Charles Pettee.
GAIL D. HELDKE, MBA
Director
312-845-5001