Evergreen Advisors
Shelley J. Lombardo's work experience includes serving as the Chief Operating Officer at Evergreen Advisors, a middle market investment bank and advisory firm. Shelley also held the position of Vice Chairman of the Board at the Cybersecurity Association of Maryland, Inc. (CAMI) and was a Board Member of the organization. In addition, they served as the Director and Past President of the Maryland Chapter of Exit Planning Exchange and was the President of the XPX Maryland Chapter. Shelley also served as a Board Member at the Maryland Industrial Partnerships (MIPS), promoting the development of products and processes through industry/university research partnerships. Prior to these roles, Lombardo worked as a Senior Manager at SECU and as a Vice President at Provident Bank. Shelley started their career as an Assistant Vice President at Central Carolina Bank.
Shelley J. Lombardo has a Master of Business Administration (MBA) degree from the University of Maryland Global Campus. Shelley also holds a Bachelor of Arts (BA) degree in English from Greensboro College. In addition to their formal education, they obtained certification as a Senior Certified Professional (SHRM-SCP) from the Society for Human Resource Management (SHRM) in January 2020. There is no information available regarding their time at the Graduate School of Retail Bank Management at the University of Virginia.
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Evergreen Advisors
About Evergreen Advisors Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in the areas of: Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies. For more information, visit http://evergreenadvisorsllc.com/ Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC