Peter Sheldon Email & Phone Number
Trader and Investment Operations Manager @ Providence Capital Advisors, LLC
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Peter Sheldon Location
- Charlotte, NC, US
Peter Sheldon Work
- 2026 -now Trader and Investment Operations Manager @
- 2023 -2026 Senior Manager, Index Operations @
- 2023 -2023 Manager, Index Analysis @
- 2021 -2023 Index Manager @
- 2021 -2021 Senior Analyst, Index Management @
- 2019 -2021 Index Management Analyst @
- 2018 -2020 Select Services Brokerage Associate @
- 2019 -2019 IRA and Small Business Retirement Client Relationship Specialist @
- 2017 -2019 Brokerage Associate @
- 2016 -2016 Sustainability Research Intern @
- 2016 -2016 Brokerage Product Analysis Intern @
- 2013 -2015 Operations Manager @ New England Compressor Exchange
Peter Sheldon Education
- University of North Carolina at Charlotte
Bachelor’s Degree (Accounting and Finance)
2014-2017
Peter Sheldon Skills
- Interpersonal Communication
- Critical Thinking
- Team Leadership
- Team Management
- Priority Management
- Customer Relationship Management (CRM)
- Microsoft Excel
- MS Excel Pivot Tables
- Financial Accounting
- Quantitative Finance
- Analytical Skills
- Financial Analysis
- Data Analysis
- Microsoft Office
- Customer Service
- Research
- Microsoft Word
- Leadership
- Public Speaking
- Microsoft PowerPoint
- Strategic Planning
- Social Media
- Python (Programming Language)
- Visual Basic for Applications (VBA)
- Excel Models
- SQL
Peter Sheldon Summary
- Peter Sheldon, based in Charlotte, NC, US, is currently a Trader and Investment Operations Manager at Providence Capital Advisors, LLC. Peter Sheldon brings experience from previous roles at Cboe Global Markets and FTSE Russell, An LSEG Business. Peter Sheldon holds a 2014 - 2017 Bachelor’s Degree in Accounting and Finance @ University of North Carolina at Charlotte. With a robust skill set that includes Interpersonal Communication, Critical Thinking, Team Leadership, Team Management, Priority Management and more. Peter Sheldon has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Providence Capital Advisors, LLC Employees
Lauren Hassenzahl
Client Services
Charlotte, NC, US
Stephen Ratcliffe
Director of Financial Planning
Charlotte, NC, US
Brian Jones
Principal, Director of Financial Planning
Charlotte, NC, US
Melissa Wall
Senior Wealth Advisor
Charlotte, NC, US
Peter Sheldon
Trader and Investment Operations Manager
Charlotte, NC, US
Dennis Park
Operations Manager
Charlotte, NC, US
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