Experience

Wye Financial Partners

• United States
• Investment Management
• 1 - 100 Employee

• Executive Vice President

  • Jul 2023 - Present

• Senior Vice President and LPL Program Manager

  • Jul 2015 - Present

  IMPORTANT DISCLOSURESSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Insurance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Ilex Construction & Woodworking

• Chief Operating Officer

  • Jul 2011 - Jun 2015

  Summary: Responsible for managing the Corporate Services division of a General Contractor with $30 million in annual sales. Develop and implement operation strategies for custom residential and commercial woodworking shop with average $3 million annual sales-Successfully develop and manage annual budget and proactively maintain efficiency in all day-to-day operations-Design and manage overhaul of Accounts Payable including implementation of paperless system for multiple locations resulting in reduced Average Days Payable from over 60 to net 30 -Anticipate and coordinate weekly cash flow and Accounts Receivable collections-Manage commercial liability and subcontractor management insurance programs-Manage Human Resources for 50 employees and 401(k) Retirement Plan-Directly supervise team of 19 administrative and production employees -Implement Lean Manufacturing principles to maximize work flow at 10,000 sq. ft. production facility and separate 10,000 sq. ft. finishing facility Show less

• VP of Administration

  • Jan 2006 - Jul 2011

  Summary:Perform operational oversight of all administrative functions including Human Resources, Administrative Support and Information Technology services in multiple Maryland, Virginia and Washington DC locations -Implement recession-driven re-organization including nearly 50 layoffs to reduce G&A and ultimately build a stronger organization -Managed multiple corporate office moves and equipment liquidation of 100,000 sq. ft. warehouse production facility

• Human Resources Manager

  • Jan 1999 - Jan 2006

  Manage all personnel: recruitment/hires, onboarding and benefits for up to 150 employees Coordinate woodworking shop acquisition for 15 new employees

• Contract Manager

  • Jan 1997 - Jan 1999

  Create and manage subcontract process and insurance requirementsFacilitate General Liability and Worker’s Compensation audits Developed and implemented company-wide launch of corporate email system

• Project Coordinator/Office Manager

  • Jun 1995 - Jan 1997

  Assist in all phases of Project Management for a $10 million dollar fire restoration projectManage day to day office operations for General Contractor and Millwork Shop


Xerox Corporation
• United States
• Retail Office Equipment
• 1 - 100 Employee
• Sales Manager

  • 1993 - 1995