Joshua Pelton
Associate at Charter Diligence Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Credentials
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Microsoft Excel (Microsoft 365 Apps and Office 2019)
MicrosoftApr, 2021- Sep, 2024 -
Bloomberg Market Concepts
Bloomberg LPMar, 2021- Sep, 2024 -
Social Media Marketing
HubSpot AcademyMar, 2022- Sep, 2024
Experience
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Charter Diligence Group
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United States
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Banking
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1 - 100 Employee
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Associate
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Jun 2022 - Present
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University of Rhode Island
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Higher Education
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700 & Above Employee
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Collegiate Capital Portfolio Analyst
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Dec 2020 - May 2022
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University of Rhode Island Interfraternity Council
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United States
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Non-profit Organizations
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1 - 100 Employee
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Executive Vice President
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Apr 2021 - Apr 2022
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Vice President of Finance
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Apr 2020 - Apr 2021
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Washington Trust Wealth Management
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Financial Services
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1 - 100 Employee
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Wealth Management Investment Intern
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Jun 2021 - Aug 2021
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Accounting Intern
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Jan 2020 - Aug 2020
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Education
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2018 - 2022
University of Rhode Island
Bachelor in Business Administration, Finance, General -
2014 - 2018
South Kingstown High School
High School Diploma
Community
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