Keita Silk
Vice President Finance @LPL Financial
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WORK HISTORY
Vice President Finance @LPL Financial
Serve as Finance lead supporting LPL’s strategically prioritized advisor affiliation models (e.g, Linsco, Liquidity & Succession), managing end-to-end financial strategy and reporting• Establish foundational business plans, pricing models, and long-range forecasts that align with enterprise strategy, growth targets, and evolving model lifecycles• Build foundational pricing models, P & Ls, and long-range forecasts aligned to strategic growth goals.• Develop and track key KPIs to monitor performance, identify execution gaps and drive accountability across business partners• Lead quarterly Operating Forums with the CFO, Managing Directors, and business unit leaders—drive content development, facilitate financial reviews, and align stakeholders around actionable resolutions• Partner cross-functionally to mitigate business risk, resolve operational gaps, and scale performance across channels• Provide analytical support and financial insights that influence investment decisions, scalability strategies, and executive-level roadmaps across emerging business lines
EDUCATION
James Madison University
Bachelor of Business Administration (B.B.A.), Accounting
James Madison University
Master of Science (M.S.), Accounting
SKILLS
ABOUT KEITA SILK
I’m a strategic finance and corporate development leader with a track record of driving growth, unlocking value through M&A, and scaling high-impact initiatives across both public and private companies. Over the past decade, I’ve led 35+ M&A transactions—managing everything from deal sourcing and due diligence through integration and long-term value creation.At LPL Financial, I partner with senior leadership to shape the strategy and financial infrastructure behind the firm’s next-generation advisor models—focused on expanding market reach and improving enterprise margins. Prior to that, I served as National Director of Finance at HUNGRY Marketplace, a venture-backed tech company, where I co-led capital raises, executed strategic acquisitions, and oversaw enterprise FP & A, helping the company more than double its revenue and gross profit.What sets me apart is my ability to operate at both the strategic and executional level—translating complex data into clear decision-making frameworks and collaborating cross-functionally to solve operational and financial challenges. I’ve built pricing models, stood up business lines, advised on capital deployment, and presented to boards, investors, and C-suite executives alike.I’m most energized by opportunities that sit at the intersection of strategy, finance, and M&A, and where I can help organizations accelerate transformation, drive profitable growth, and execute with precision.
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