Kelli Frostad

Kelli Frostad Email and Phone Number

Senior Director of Operations at Forge @ Forge
Kelli Frostad's Location
San Francisco Bay Area, United States, United States
Kelli Frostad's Contact Details
About Kelli Frostad

Dynamic professional with a demonstrated history of working successfully in wealth management, family office and banking industries. Accomplished leadership in Operations, Trading, Technology, Compliance, Risk, and Client Services. Solid financial industry experience with a strong career bend towards innovative operational solutions, corporate strategy results and risk management fulfillment.

Kelli Frostad's Current Company Details
Forge

Forge

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Senior Director of Operations at Forge
Kelli Frostad Work Experience Details
  • Forge
    Senior Director Of Strategic Operations
    Forge Sep 2020 - Present
    San Francisco, California, Us
    View
  • Svb Wealth Advisory, Inc.
    Investment Operations Director
    Svb Wealth Advisory, Inc. Aug 2013 - Oct 2019
    Santa Clara, Ca, Us
    View
  • Hutchinson Capital Management
    Director Of Operations
    Hutchinson Capital Management Aug 2008 - Feb 2013
  • Thinkequity Partners Llc
    Principal
    Thinkequity Partners Llc Jan 2005 - May 2008
  • Banc Of America Investment Services (Formerly Montgomery Securities)
    Director - Investment Services
    Banc Of America Investment Services (Formerly Montgomery Securities) Nov 1998 - Dec 2004

Kelli Frostad Skills

Hedge Funds Investments Portfolio Management Equities Alternative Investments Asset Management Wealth Management Strategy Securities Series 7 Leadership Finance Investment Management It Business Strategy Financial Modeling Mutual Funds Financial Services Fixed Income Crm Private Equity Equity Research Options Bloomberg Trading Investment Strategies Corporate Development Investment Banking Critical Thinking Series 63 Valuation Equity Trading Financial Advisory Trading Systems Electronic Trading Investment Advisory Etfs Financial Markets Financial Analysis Mergers And Acquisitions Finra Venture Capital Commodity Emerging Markets Corporate Finance Asset Allocation Investor Relations Prime Brokerage Due Diligence Strategic Financial Planning Equity Valuation

Kelli Frostad Education Details

  • Mills College
    Mills College
    Economics & Art History
  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Executive Mba

Frequently Asked Questions about Kelli Frostad

What company does Kelli Frostad work for?

Kelli Frostad works for Forge

What is Kelli Frostad's role at the current company?

Kelli Frostad's current role is Senior Director of Operations at Forge.

What is Kelli Frostad's email address?

Kelli Frostad's email address is ke****@****ail.com

What is Kelli Frostad's direct phone number?

Kelli Frostad's direct phone number is +151033*****

What schools did Kelli Frostad attend?

Kelli Frostad attended Mills College, Saint Mary's College Of California.

What skills is Kelli Frostad known for?

Kelli Frostad has skills like Hedge Funds, Investments, Portfolio Management, Equities, Alternative Investments, Asset Management, Wealth Management, Strategy, Securities, Series 7, Leadership, Finance.

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