Beau Schwab, Cfa
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Beau Schwab, Cfa Email & Phone Number

Balance Sheet and IRR Strategy and Infrastructure at Wells Fargo
Location: Charlotte, North Carolina, United States 6 work roles 3 schools
1 work email found @wellsfargo.com 2 phones found area 704 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@wellsfargo.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo
Role
Balance Sheet and IRR Strategy and Infrastructure
Location
Charlotte, North Carolina, United States
Company size
246787 employees

Who is Beau Schwab, Cfa? Overview

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Quick answer

Beau Schwab, Cfa is listed as Balance Sheet and IRR Strategy and Infrastructure at Wells Fargo, a with 246787 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 704, and a matched LinkedIn profile for Beau Schwab, Cfa.

Beau Schwab, Cfa previously worked as HQLA Portfolio Strategist, Investment Portfolio at Wells Fargo and Independent Proprietary Trader at Self Employed. Beau Schwab, Cfa studied at Unc Kenan-Flagler Business School.

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Email format at Wells Fargo

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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Beau Schwab, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Beau Schwab, Cfa

I am a proven multi-asset trader and risk manager with experience trading the entire capital structure and related derivatives on both the buy-side and sell-side. I have extensive expertise managing macro-related portfolio risk in the credit and equity index, MBS, rates, and FX derivatives space. I have generated significant P&L trading a number of markets and possess the ability to quickly grasp complexity and add value in new areas.Specialties: Credit Trading and Analysis | Agency MBS Analysis | Convertible Arbitrage | Capital Structure Arbitrage | Market-Making | Portfolio Risk Management and Macro Overlay Hedging | Global Macro Strategy | Technical Analysis | Credit Exposure Modeling | XVACFA CharterholderPlease contact me at schwab.beau@gmail.com

Listed skills include Fixed Income, Derivatives, Credit, Interest Rate Swaps, and 30 others.

Current workplace

Beau Schwab, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo
Wells Fargo
Balance Sheet and IRR Strategy and Infrastructure
san francisco, california, united states
Website
wellsfargo.com
Employees
246787
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Company profile
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6 roles · 20 years

Beau Schwab, Cfa work experience

A career timeline built from the work history available for this profile.

Balance Sheet And Irr Strategy And Infrastructure

Current
Wells Fargo

Charlotte, North Carolina, United States

Jul 2022 - Present

Hqla Portfolio Strategist, Investment Portfolio

Wells Fargo

San Francisco, California, United States

Agency MBS and Macro Hedging Strategy and Analytics

2017 - Mar 2023

Independent Proprietary Trader

Self Employed

Greater New York City Area

2015 - 2017 ~2 yrs

Convertible Securities Trader

Wells Fargo Securities

Greater New York City Area

Served on three-member convertible securities trading team managing an inventory of convertible securities with long market value of approximately $1.5B.- Made markets in and risk-managed convertible securities inventory primarily in the Healthcare and Financials sectors.- Executed single-name common and preferred shares, index and single-name equity options, single-name and index CDS, HY/ IG corporate bonds and treasuries to hedge convertible securities inventory. - Gained expertise in algorithmic equity trading as well as strong understanding of stock-loan market dynamics- Traded full life-cycle of convertible securities including from new issue to managing net-share settlement averaging periods.

2012 - 2015 ~3 yrs

Associate Pm - Contingent Credit Portfolio Management (Xva Desk)

Wells Fargo

- Price and risk-manage Credit Value Adjustment (CVA) and Debit Value Adjustment (DVA) on fixed income, FX, and commodity derivatives portfolio.- Use market observable credit pricing and capital structure analysis to accurately assess credit risk and required reserve on new collateralized and uncollateralized derivative transactions.- Execute interest rate swaps, interest rate options, cash treasuries, Eurodollar futures, single-name and index CDS, spot FX, FX options, and cross-currency swaps to dynamically hedge cross-asset risk of counterparty credit portfolio.- Express macro view through rates, currency, volatility, and credit markets to maximize P/L for the desk.

2010 - 2012 ~2 yrs
Team & coworkers

Colleagues at Wells Fargo

Other employees you can reach at wellsfargo.com. View company contacts for 246787 employees →

RB Ronda Brumfield Ronda Brumfield Colleague at Wells FargoDes Moines Metropolitan Area, United States View → BP Benjamin Plyler Benjamin Plyler Colleague at Wells FargoMarina, California, United States View → PD Patricia Donson Patricia Donson Colleague at Wells FargoAlameda, California, United States View → IA Ikram Alani Ikram Alani Colleague at Wells FargoLagos, Lagos State, Nigeria View → AM Ashapriya Misquith Ashapriya Misquith Colleague at Wells FargoBengaluru, Karnataka, India View → MG Marysol Guinir Marysol Guinir Colleague at Wells FargoMetro Manila, National Capital Region, Philippines View → NM Nicklas Martin Nicklas Martin Colleague at Wells FargoCharlotte Metro, United States View → KS Kim Solberg Kim Solberg Colleague at Wells FargoWaukee, Iowa, United States View → AN Alice Nako, Pmp, Csm Alice Nako, Pmp, Csm Colleague at Wells FargoCharlotte, North Carolina, United States View → SD Steve De Salvo Steve De Salvo Colleague at Wells FargoSan Francisco Bay Area, United States View →
3 education records

Beau Schwab, Cfa education

FAQ

Frequently asked questions about Beau Schwab, Cfa

Quick answers generated from the profile data available on this page.

What company does Beau Schwab, Cfa work for?

Beau Schwab, Cfa works for Wells Fargo.

What is Beau Schwab, Cfa's role at Wells Fargo?

Beau Schwab, Cfa is listed as Balance Sheet and IRR Strategy and Infrastructure at Wells Fargo.

What is Beau Schwab, Cfa's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Beau Schwab, Cfa at Wells Fargo.

What is Beau Schwab, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 704 for Beau Schwab, Cfa at Wells Fargo.

Where is Beau Schwab, Cfa based?

Beau Schwab, Cfa is based in Charlotte, North Carolina, United States while working with Wells Fargo.

What companies has Beau Schwab, Cfa worked for?

Beau Schwab, Cfa has worked for Wells Fargo, Self Employed, Wells Fargo Securities, and Wachovia, A Wells Fargo Company.

Who are Beau Schwab, Cfa's colleagues at Wells Fargo?

Beau Schwab, Cfa's colleagues at Wells Fargo include Ronda Brumfield, Benjamin Plyler, Patricia Donson, Ikram Alani, and Ashapriya Misquith.

How can I contact Beau Schwab, Cfa?

You can use AeroLeads to view verified contact signals for Beau Schwab, Cfa at Wells Fargo, including work email, phone, and LinkedIn data when available.

What schools did Beau Schwab, Cfa attend?

Beau Schwab, Cfa studied at Unc Kenan-Flagler Business School.

What skills is Beau Schwab, Cfa known for?

Beau Schwab, Cfa is listed with skills including Fixed Income, Derivatives, Credit, Interest Rate Swaps, Capital Markets, Credit Risk, Options, and Financial Risk.

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