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
- Trader and Investment Operations Manager @ (May 2026 - Present)
- Senior Manager, Index Operations @ (September 2023 - April 2026)
- Manager, Index Analysis @ (January 2023 - September 2023)
- Index Manager @ (August 2021 - January 2023)
- Senior Analyst, Index Management @ (March 2021 - August 2021)
- Index Management Analyst @ (October 2019 - March 2021)
- Select Services Brokerage Associate @ (September 2018 - June 2020)
- IRA and Small Business Retirement Client Relationship Specialist @ (August 2019 - October 2019)
- Brokerage Associate @ (June 2017 - October 2019)
- Sustainability Research Intern @ (September 2016 - November 2016)
- Brokerage Product Analysis Intern @ (June 2016 - August 2016)
- Operations Manager @ New England Compressor Exchange (May 2013 - August 2015)
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
David Huff
Senior Wealth Advisor
Charlotte, NC, US
Jeffrey Serbin
Research Analyst
Charlotte, NC, US
Meredith Miner
Client Services Associate
Charlotte, NC, US
Brian Huff
Wealth Advisor
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Jane Bufkin
Chief Operating Officer
Charlotte, NC, US
Julie Baress
Tax Analyst
Charlotte, NC, US
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