Bill Sheldon Email
Portfolio Operations Specialist @ Mercer Advisors
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Bill Sheldon Location
- Austin, TX, US
Bill Sheldon Work
- Portfolio Operations Specialist @ (May 2024 - Present)
- Investment Operations Associate @ (March 2022 - May 2024)
- Recovery Representative I @ (May 2021 - March 2022)
Bill Sheldon Education
- St. John Fisher College
Bachelor of Science - BS (Corporate Finance)
2017-2019 - Monroe Community College
(Business Administration and Management, General)
2016-2017 - West Virginia University
(Sports Management)
2015-2016
Bill Sheldon Summary
- Bill Sheldon, based in Austin, TX, US, is currently a Portfolio Operations Specialist at Mercer Advisors. Bill Sheldon brings experience from previous roles at Seneca Financial Advisors LLC and Paychex. Bill Sheldon holds a 2017 - 2019 Bachelor of Science - BS in Corporate Finance @ St. John Fisher College. Bill Sheldon has 4 emails on RocketReach.
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