Kelly A. Bloat Headshot Transparent

Kelly A. Bloat

Operation Manager

I manage the operational side of Ginsberg Financial Strategies, making sure everything behind the scenes runs smoothly and on schedule. My favorite part of the job is collaborating with Michael to execute the ideas and plans he has created for our clients.

I onboard new clients, assist existing clients with executing all investments, and work with clients to ensure they benefit from our breadth of services.

Outside of work, I enjoy bike riding, spending time with my granddaughters, and watching Forensic Files. I also enjoy listening to live music and weekend getaways with my retired husband.

Career Highlights

  • Over 30 years of operational financial services experience.

  • BS in Business Management.

  • Graduate of the Western CUNA Management School at Pomona College.

  • Over 14 years of experience as a COO and Operations Manager.

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