Peter Scheffler Email & Phone Number
Supervisory Specialist @ &Partners
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Peter Scheffler Location
- New Prague, MN, US
Peter Scheffler Work
- 2024 -now Supervisory Specialist @
- 2022 -2025 Supervisory Risk Principal @
- 2013 -2022 Senior Supervisory Control Specialist @
- 2013 -2013 Sr Securities Service Rep @
- 2011 -2013 Regional Branch Supervisor @
- 2009 -2011 Senior Trading Service Representative @
- 2007 -2009 Senior Operations Service Representative-Branch Liaison @
- 2006 -2007 Operations Service Representative-Branch Liaison @
- 2005 -2005 Financial Representative @
Peter Scheffler Education
- St. John's University
Bachelor of Arts (B.A.) (Economics)
2001-2005
Peter Scheffler Skills
- Series 9/10
- Series 63
- Banking
- Sales
- Brokerage
- Investments
- Team Leadership
- Process Improvement
- Beta Host
- Compliance
- Wealth Management
- Mutual Funds
- Microsoft Office
- FINRA
- Microsoft Word
- Microsoft Excel
- Risk Management
- Series 24
- Trading
- Problem Solving
- ThomsonOne
- Series 7
- Securities
Peter Scheffler Summary
- Peter Scheffler, based in New Prague, MN, US, is currently a Supervisory Specialist at &Partners. Peter Scheffler brings experience from previous roles at RBC Wealth Management, Wells Fargo Advisors, Allianz Life and Wells Fargo Advisors, LLC. Peter Scheffler holds a 2001 - 2005 Bachelor of Arts (B.A.) in Economics @ St. John's University. With a robust skill set that includes Series 9/10, Series 63, Banking, Sales, Brokerage and more. Peter Scheffler has 1 emails and 2 mobile phone numbers on RocketReach.
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