Vice President, Operations and New Business
Shilo started her career in the financial services industry as a Personal Assistant to a sales advisor in 2005 and has succeeded in numerous roles with increasing responsibility.
Shilo works closely with the CEO, CFO and other members of the leadership team to ensure the firm provides superior service to its advisors and clients in a compliant and financially efficient manner. Overseeing the day to day operations of the firm, Shilo provides oversight and coordination of the processing of all business as well as the servicing of our advisors and existing clients. She works with the New Business Development Director to manage the firms New Business Processing team and has developed a cross-training program for her staff to ensure that all individuals can strive to perform all functions within the department.
In recognition of her leadership and performance, Shilo was named Regional Operations Director of the year in 2015. She is FINRA Series 7 and 24 Securities Licensed. She is a lifelong Lehigh Valley resident and currently lives in Whitehall with her husband and son. In her spare time she enjoys running, hiking, spending time with family, and watching her son participate in his various sporting and academic events.
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