Dylan Schleider
Client Services Manager at Moneta | Boulder, Colorado, United States
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AI Writing Evaluator at Scale AI in April 2024 to Present
Client Services Manager at Moneta in December 2024 to Present
Financial Consultant at Northwestern Mutual in November 2023 to March 2024
Executive Accounting Assistant (Contract) at MERYL'S BOOKKEEPING & MORE, LLC in January 2023 to August 2023
Estate Manager & Guardian Ad Litem at New York State Courts in March 2021 to January 2023
Manager of Daily Operations at Hampton Management Group in May 2020 to August 2020
Ocean Lifeguard at Town of East Hampton in May 2018 to May 2020
Hostess at Harvest on Fort Pond in June 2014 to September 2017
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Corporate Finance Institute® (CFI), November 2026
Boston College, Bachelor of Arts - BA, November 2026
College for Financial Planning, CFP Education, November 2026
Università Bocconi, Bachelor of Business Administration - BBA, November 2026
East Hampton High School, November 2026
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Valuation Modeling
Budgeting & Forecasting
Microsoft Excel Macros
Visual Basic for Applications (VBA)
Investment Decisions
Investment Analysis
General Accounts
Journal Entries (Accounting)
Forecasting
Operational Excellence
Accounts Payable (AP)
Accounting Standards
QuickBooks
Financial Planning and Analysis (FP&A)
Programming
Machine Learning
Prompt Engineering
Financial Statement Analysis
DCF Valuation
Sensitivity Analysis
Scenario Analysis
Microsoft Power BI
Financial Modeling
Business Valuation
Executive Reporting
Office 365
Problem Analysis
Computer Science
Research Skills
Data Analysis
Phone Etiquette
Customer Satisfaction
Key Performance Indicators
Budgeting
Balance Sheet Review
Balance Sheets
Family Caregiving
Guardianship
Budget Management
Document Management
Appointment Scheduling
Billing Process
Creative Problem Solving
Financial Metrics
Financial Accounting
Python (Programming Language)
Attention to Detail
Customer Relationship Management (CRM)
Personal Financial Planning
Interpersonal Communication
Financial Analysis
Investments
Corporate Finance
Economics
Presentation Skills
Finance
Accounting
Leadership
Customer Service Management
Problem Solving
Communication
Analytical Skills
Teamwork
Delegation
Conflict Resolution
Mathematics
Customer Retention
Customer Service
Cash Flow Management
Microsoft Excel
First Aid
Cardiopulmonary Resuscitation (CPR)
Employee Training
Team Leadership
Written Communication
Financial Planning
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Discover more about MonetaWhat is Dylan Schleider email address?
Email Dylan Schleider at [email protected]. This email is the most updated Dylan Schleider's email found in 2026.
How to contact Dylan Schleider?
To contact Dylan Schleider send an email to [email protected]. (updated on October 13, 2025)
What company does Dylan Schleider work for?
Dylan Schleider works for Moneta
What is Dylan Schleider's role at Moneta?
Dylan Schleider is Client Services Manager
What is Dylan Schleider's Phone Number?
Dylan Schleider's phone (303) ***-*864
What industry does Dylan Schleider work in?
Dylan Schleider works in the Financial Services industry.
Dylan Schleider Email Addresses
Dylan Schleider Phone Numbers
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