Kelsey Friedt

Investment Operations Analyst

Operational Excellence Through Technology

Kelsey joined Beese Fulmer in 2025. As Investment Operations Analyst, she oversees the firm's technology initiatives and data operations to ensure high data quality standards are maintained. She also supports the firm's trading process, helping to facilitate the accurate and efficient execution of investment decisions. She is committed to maintaining operational excellence through efficient processes, strong data integrity, and a continuous focus on learning and improvement.

Personal

A Medina resident, Kelsey enjoys spending time with her boyfriend, Brad, and their daughter, Peyton. Her hobbies include home remodeling, hiking with her dogs, and gardening.

Prior Experience

Before joining Beese Fulmer, Kelsey accumulated 14 years of diverse experience at Valmark Financial Group. During her time at Valmark, she served as an intern with the financial planning team, Compliance Specialist, Investment Operations Data Analyst, Business Analyst II, and Developer.

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