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 (Sigma Phi Epsilon Fraternity, EARTH Club, Relay For Life, PILOT)
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 Sigma Phi Epsilon Fraternity, EARTH Club, Relay For Life, PILOT @ 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
Peter Sheldon
Trader and Investment Operations Manager
Charlotte, NC, US
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