Kelli Frostad
About Kelli Frostad
Kelli Frostad serves as the Senior Director of Strategic Operations at Forge, focusing on innovative operational solutions and corporate strategy. She has extensive experience in the financial industry, particularly in risk management and client services.
Work at Forge
Kelli Frostad has served as the Senior Director of Strategic Operations at Forge since 2020. In this role, she focuses on innovative operational solutions and corporate strategy, contributing to the company's growth and efficiency. Her leadership is instrumental in aligning operational practices with the overall strategic goals of the organization.
Education and Expertise
Kelli Frostad earned her Executive MBA from Saint Mary's College of California, completing her studies from 2011 to 2013. Prior to this, she obtained a Bachelor of Arts degree in Economics and Art History from Mills College, where she studied from 2008 to 2010. Her educational background supports her expertise in strategic operations and financial management.
Background
Before joining Forge, Kelli Frostad worked at SVB Wealth Advisory, Inc. as the Investment Operations Director from 2013 to 2019. In this position, she gained significant experience in risk management and client services within the financial sector. Earlier in her career, she was a Principal at ThinkEquity Partners LLC from 2005 to 2008, where she further developed her operational and leadership skills.
Achievements
Kelli Frostad has a demonstrated history of successful leadership in client services, particularly in the wealth management and banking sectors. Her extensive experience in risk management fulfillment has contributed to her effectiveness in strategic operations, enabling her to drive results in her current role.