Shelley is the Chief Operating Officer at the firm and manages the Corporate Advisory practice of Evergreen Advisors. She is responsible for overseeing the day-to-day operations and strategic initiatives of the organization and has extensive experience in all facets of the organization, from driving business strategy to client relationships. She has a broad background in corporate finance, focusing on the middle market. Shelley has over 20 years of experience working with companies in multiple industries, including business services, healthcare, Fintech, business processing outsourcing, and cyber. In her pre-Evergreen life, she earned her stripes at a number of financial institutions working in the commercial, retail, and marketing teams.
Shelley obtained her M.B.A. from UMGC and her B.A. from Greensboro College in North Carolina. She also completed the Graduate School of Retail Bank Management at the Darden School of Business, University of Virginia.
Licenses and Certifications
Shelley holds her SHRM -SCP, Senior Certified Professional.
Currently serving on the Executive Committee of XPX Maryland, serves as Vice-Chair of the board for the Cybersecurity Association of Maryland and on the board of the Maryland Industrial Partnership (MIPs), and is a co-chair of the Glenelg Country School Speaker Series. She formerly chaired the board of the ETC (Emerging Tech Center of Baltimore) and is a graduate of the class of 2017 for Leadership Maryland.
Action-orientated and focused on forward movement; this could come from the fact she is a second-degree black belt. Passionate about making things happen; when she is not at work, her passion is focused on her four kids.