kathi

Kathi A. Morlock, Operations Manager

Kathi has been an Operations Associate with The Kelly Group since 2010. She is responsible for processing and tracking daily transfers, distributions, account set-ups, electronic deposits, RMD distributions, and other client related operational requests. Kathi also is a member of the Cambridge Operations Advisory Council which interacts directly with Cambridge’s Operations Department as an advocacy group for Cambridge rep-advisors. Kathi has attended operations-related conferences on behalf of The Kelly Group.

Kathi earned a BS in Business Administration from Towson University and holds a Series 6 Investment Company and Variable Contract Products Representative License. She has an extensive background working in the Operations and Accounting fields of Banking and Real Estate, and is a licensed REALTOR.

In her spare time, Kathi enjoys running, having completed 5K, 10K, and half marathon races throughout the country and in Jamaica. She is also the Website Administrator and Special Projects Coordinator for the Interscholastic Athletic Association of Maryland which is an organization consisting of 31 private and parochial schools. The IAAM oversees more than 400 Varsity and JV teams in 14 sports.

Check the background of this investment professional at FINRA’s BrokerCheck.