Billy Sheldon

St. John Fisher University, Class of 2019

Bachelor of Science in Finance; Corporate Finance Track

Relevant Coursework: Cost Accounting, Debt Investments, Intermediate Financial Management, International Banking & Finance, Investments I, Investments II, Money & Banking, Strategic Financial Management

Investment Club – Member: Pitched two stocks based on fundamental & technical research, both bought for the club portfolio. Chosen to attend New York City trip, where the Club met with Bullish Inc., Bloomberg, Credit Suisse, Ernst & Young, NASDAQ, and PineBridge Investments.

Securities Industry Essentials – passed July 2019 (expired)

Series 7 – passed October 30, 2019 (expired)

Series 66 – passed October 15, 2020 (expired)

May 2024 – Current: Portfolio Operations Specialist, Mercer Advisors, Remote

• Support Wealth Management and Portfolio teams through 7,500+ analytical and execution-related tasks.
• Perform Excel-based financial analysis to reconcile cost basis and realized/unrealized P&L across custodians, resolving discrepancies of $25–$1 million+.
• Review and approve 2,600+ trade-related service requests, ensuring accuracy, compliance, and timely execution.
• Produce quarterly and periodic performance reports for 50,000+ client households, flagging variances for team review.
• Collaborate with Portfolio Consultants, Trading, Wealth Management, and third-party platforms to ensure data integrity and reporting accuracy.
• Train and mentor 8+ new hires, reinforcing accuracy standards, workflow efficiency, and best practices.

Mar 2022 – May 2024: Investment Operations Associate, Seneca Financial Advisors, Rochester, NY (Hybrid)

• Developed trade recommendations for liquidity needs, rebalancing, and model adjustments.
• Executed trades ranging from $50 to $10M+ across Schwab and Fidelity following advisor approval.
• Conducted daily quality control reviews of analyst trade executions to ensure error-free implementation.
• Prepared quarterly performance reports and ad hoc analytical materials for advisors and CIO.
• Assisted CIO with investment due diligence on existing and prospective holdings.

May 2021 – Mar 2022: Recovery Representative I, Paychex, Rochester, NY (Hybrid)

• Developed and maintained expertise in proprietary products and supporting systems.
• Researched and resolved complex payroll, tax, and payment issues.
• Recovered $5M+ in revenue through structured problem-solving and client negotiations.
• Assessed client risk profiles to determine appropriate service eligibility to mitigate risk.

Technical & Interests

• Self-taught basic Discounted Cash Flow models (see Investment Dashboard)
• Microsoft Office, Google Workspace, Envestnet, Orion, Schwab, Wealthscape, Raymond James, National Advisors Trust Company, Axos, PortfolioCenter, RedBlack, RedTail, eMoney, ThinkOrSwim
• Learning Spanish (intermediate level)