Kelly A. Bloat
Operation Manager
Hi, I’m Kelly. I’m in charge of the operational side of Ginsberg Financial Strategies, which means I’m focused on keeping all our trains running on time.
I get excited by workflows, financial plans, and projects. My favorite part of the job is collaborating with Michael to execute on the ideas and plans we’ve created for our clients.
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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