Kaela Frenchman
Associate, Business Strategy & Data Analytics at GVA
- Role
- Associate, Business Strategy & Data Analytics at Great Valley Advisor Group
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
About Kaela Frenchman
I build financial and operational systems that scale.At Great Valley Advisor Group, I oversee the evolution of our Salesforce platform and firmwide financial reporting infrastructure across a multi-advisor wealth management network. My work blends financial modeling and regulatory reporting with systems architecture and automation to support advisors, operations, compliance, trading, billing, and executive leadership.I’m particularly focused on strengthening the intersection of financial modeling and technology strategy as our firm continues to grow.
Experience
Associate, Business Strategy & Data Analytics
Jul 2025 — Present · Berwyn, PA, US
As an Associate on GVA’s Business Strategy team, I lead the ongoing design and evolution of our Salesforce ecosystem across a multi-advisor wealth management network.I specialize in translating operational complexity into scalable systems — building automation, data architecture, financial models, and reporting frameworks that support advisors, operations, compliance, and executive leadership.My work bridges strategy and execution, ensuring our technology infrastructure and financial reporting processes scale alongside firm growth.Key focus areas:• Salesforce system architecture & release strategy• Workflow automation & process optimization• Financial modeling (AUM census, ADV reporting & firmwide analytics)• Advisor & operations experience design• Executive dashboards & growth analytics• Cross-functional collaboration across Compliance, Operations, Trading, Billing & Leadership
Education
Ursinus College
Bachelor of Arts - BA, Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.