About Kathi A. Morlock

CONTACT ME

Connect with Kathi

ADDRESS

48-54 East Gordon
Bel Air, Maryland 21014

PHONE

410-893-0560 or 800-999-8609
(Fax) 410.838.3287

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OPERATIONS MANAGER

Kathi A. Morlock

Kathi, who joined The Kelly Group in 2010, oversees processing and tracking of daily transfers, distributions, account set-ups, electronic deposits, RMD distributions, and other client related operational requests. She helps keep The Kelly Group’s systems and processes state of the art and efficient by monitoring the frequently changing industry rules and requirements, and by attending operations-related conferences. 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.

Kathy 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.