Peter Scheffler Email & Phone Number
Supervisory Specialist @ &Partners
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Peter Scheffler Location
- New Prague, MN, US
Peter Scheffler Work
- Supervisory Specialist @ (January 2024 - Present)
- Supervisory Risk Principal @ (August 2022 - November 2025)
- Senior Supervisory Control Specialist @ (December 2013 - August 2022)
- Sr Securities Service Rep @ (July 2013 - December 2013)
- Regional Branch Supervisor @ (February 2011 - January 2013)
- Senior Trading Service Representative @ (January 2009 - February 2011)
- Senior Operations Service Representative-Branch Liaison @ (August 2007 - January 2009)
- Operations Service Representative-Branch Liaison @ (March 2006 - August 2007)
- Financial Representative @ (January 2005 - December 2005)
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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