Summary
Work History
Skills
Quote
Certification
Work Availability
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AdministrativeAssistant
Lisa Sheldon

Lisa Sheldon

Executive Assistant
Orange,CA

Summary

Experienced Executive Assistant with a proven track record of supporting C-suite executives in finance, technology, and corporate operations. Skilled in complex calendar management, domestic and international travel coordination, and executive-level communication. Adept at project coordination, data analysis, vendor management, and compliance oversight. I specialize in streamlining workflows, improving administrative process, and implementing automation solutions to drive productivity. Proficient in Microsoft Office Suite, Google workspace, video conferencing and collaboration with a strong commitment to confidentiality and professionalism. I am known for identifying inefficiencies, implementing solutions that streamline workflows, and collaborating across teams to enhance productivity.

Work History

Executive Assistant

Index Fund Advisors, Inc.
08.2024 - 03.2025
  • Provided high-level, confidential administrative support to the CEO and Operations President in a fast-paced financial environment
  • Managed complex calendars, and coordinating executive schedules, ensuring seamless meeting objectives
  • Created detailed meeting agendas, recorded minutes, and led follow-ups to drive action items
  • Utilized Salesforce, Black Diamond, and proprietary software to support advisors and executive team
  • Engaged with high-net-worth clients to arrange meetings for executives while ensuring confidentiality
  • Designed PowerPoint presentations for financial seminars, increasing stakeholder engagement
  • Collaborated with the compliance department to become a subject matter expert for Venminder vendor lifecycle management software, following up with stakeholders to obtain contracts and ensuring compliance with company policy
  • Collaborated with the compliance department to draft and refine company policies
  • Organized and hosted large-scale advisor meeting, managing logistics, catering, and agenda planning

Senior Executive Administrative Assistant / Data Analyst / Business Services

Wells Fargo
11.2016 - 08.2024
  • Provided high-level administrative support to the CIO and IT leadership team, managing complex calendars and coordinating executive priorities
  • Acted as a key liaison between the CIO and internal stakeholders, facilitating communication and decision-making
  • Oversaw the preparation of executive reports, presentations, and data analysis, utilizing Microsoft Excel, PowerPoint, and Power BI for business insights
  • Managed IT-related projects, tracking key deliverables and ensuring strategic alignment with corporate initiatives
  • Handled travel logistics for executives, including high-priority international trips to India
  • Ensured seamless coordination of flights, visas, and lodging while anticipating itinerary adjustments
  • Led access approval and security request processes, ensuring compliance with IT policies and data security protocols
  • Implemented an automated access request system, cutting down on manual approvals by 30% and minimizing security risks
  • Spearheaded process improvements, streamlining administrative workflows
  • Maintained confidentiality and handled sensitive corporate information with discretion and professionalism

Administrative Duties – Contract

Pacific Life
05.2015 - 10.2016
  • Supported executive scheduling, travel coordination, and high-priority administrative projects
  • Implemented a paperless work order system, increasing efficiency in help desk operations
  • Organized company-wide events, including a Holiday Lunch attended by over 200 employees
  • Identified opportunities for cost reduction in administrative processes, contributing to overall budget savings of $10,000 annually

Executive Assistant / Operations Coordinator

loanDepot
08.2013 - 05.2015
  • Managed travel logistics, scheduling, and meeting coordination for executive leadership
  • Created and presented operational reports and forecasting data, supporting capacity planning initiatives
  • Developed a streamlined office supply management system, reducing procurement delays
  • Analyzed operational efficiency data, providing recommendations for workflow improvements

Executive Assistant

Ingram Micro
04.2008 - 08.2013
  • Provided high-level administrative support to the CIO and IT leadership team, managing complex calendars and coordinating priorities
  • Oversaw the preparation of executive reports, presentations, and technical documents using Microsoft Office Suite (Excel, PowerPoint, Outlook, and SharePoint)
  • Managed IT-related projects, tracking key deliverables and ensuring organizational alignment
  • Coordinated vendor contracts, procurement processes, and compliance-related documentation
  • Coordinated executive travel to Bangalore, managing complex itineraries, securing visas, and resolving last minute travel disruptions to ensure a seamless experience
  • Spearheaded process improvements, streamlining administrative operations
  • Maintained confidentiality and handled sensitive corporate information with discretion and professionalism

Skills

  • Microsoft Office Suite
  • Google Workspace
  • Salesforce
  • Black Diamond
  • Adobe Creative Suite
  • DocuSign
  • Video Conferencing
  • Virtual Collaboration
  • Executive Administrative Support
  • Project Management
  • Coordination
  • Confidentiality
  • Discretion
  • Organizational Abilities
  • Multitasking Abilities
  • Communication
  • Stakeholder Engagement
  • Budget Preparation
  • Financial Management

Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Certification

  • Excel 2013 - Easy VLOOKUP | Skillfeed
  • Pivot Tables | Skillfeed
  • How to Become a PowerPoint Master | Skillfeed
  • Electronic Shorthand: Fast & Accurate Note-Taking | Skillfeed

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCompany CultureHealthcare benefitsPaid sick leavePaid time off401k match

Affiliations

  • El Modena Vanguard Band Booster Club President
  • PFLAG President
  • Open Door OC

Interests

Pinball

True Crime on YouTube

Live music - specifically 80's bands and tributes

Volunteering for causes I care about

Education

Business Administration

Long Beach City College
Long Beach, CA

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Lisa SheldonExecutive Assistant