Kyle Sheldon-Chandler Email & Phone Number
Paraplanner | Administrative Assistant @ Oasis Wealth Planning Advisors, LLC
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Kyle Sheldon-Chandler Location
- Grand Junction, CO, US
Kyle Sheldon-Chandler Work
- Paraplanner | Administrative Assistant @ (October 2023 - Present)
- Virtual Assistant and Registered Paraplanner @ KSC Virtual Assistant Services (January 2003 - Present)
- Virtual Assistant | Registered Paraplanner @ Lawrence Financial Planning, LLC (January 2009 - October 2023)
- Executive Virtual Assistant @ KBK Wealth Connection (June 2015 - July 2023)
- Virtual Operations Officer and Virtual Assistant @ Expertise Marketing (January 2004 - December 2020)
- Virtual Assistant | Registered Paraplanner @ McNary Financial Planning (January 2010 - November 2012)
- Community Leader @ AssistU (January 2009 - September 2012)
- CWM Division President @ (January 2007 - January 2009)
Kyle Sheldon-Chandler Education
- College for Financial Planning
Registered Paraplanner (Paraplanner)
2012-2012 - Mesa State College
BBA (Business Management)
1998-2000 - Colorado Mesa University
Bachelor of Business Administration - BBA
Kyle Sheldon-Chandler Skills
- Financial Planning Support
- Microsoft Office
- Redtail
- Salesforce
- Protracker
- Dreamweaver
- Telephone Skills
- Technical Writing
- Event Management
- Travel
- Wordpress
- Customer Service
- Database Administration
- Excel
- English
- Newsletters
- Outlook
- PowerPoint
- Research
- Word
- Problem Solving
- Microsoft Word
- Process Scheduler
- Microsoft Excel
- Training
- Marketing
- Entrepreneurship
- Software Documentation
- Travel Arrangements
- Administrative Assistants
- Office Management
- Time Management
- Data Entry
- Calendars
- Office Administration
- Administrative Assistance
- Microsoft Outlook
Kyle Sheldon-Chandler Summary
- Kyle Sheldon-Chandler, based in Grand Junction, CO, US, is currently a Paraplanner | Administrative Assistant at Oasis Wealth Planning Advisors, LLC. Kyle Sheldon-Chandler brings experience from previous roles at KSC Virtual Assistant Services, Lawrence Financial Planning, LLC, KBK Wealth Connection and Expertise Marketing. Kyle Sheldon-Chandler holds a 2012 - 2012 Registered Paraplanner in Paraplanner @ College for Financial Planning. With a robust skill set that includes Financial Planning Support, Microsoft Office, Redtail, Salesforce, Protracker and more. Kyle Sheldon-Chandler has 2 emails and 1 mobile phone numbers on RocketReach.
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