Michael Wheat

Michael Wheat Email and Phone Number

Financial Advisor @ Fidelity Investments
Michael Wheat's Location
Cary, North Carolina, United States, United States
Michael Wheat's Contact Details

Michael Wheat personal email

Michael Wheat phone numbers

About Michael Wheat

Michael Wheat is a Financial Solutions Advisor at Merrill a division of Bank of America - Mike joined the firm in 2018 after spending 10 years at Bloomberg llp designing market intelligence tools for institutional investors and over a decade as a credit trader/ money market manager for Guardian Life.Mike holds a BBA in Accounting from Pace University. In addition, Mike has a Series 7and 66 licenses.

Michael Wheat's Current Company Details
Fidelity Investments

Fidelity Investments

View
Financial Advisor
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Michael Wheat Work Experience Details
  • Fidelity Investments
    Investment Management Consultant
    Fidelity Investments Jan 2022 - Present
    Boston, Ma, Us
  • Merrill Lynch
    Avp Financial Solutions Advisor
    Merrill Lynch Apr 2018 - Present
    New York, Ny, Us
  • Tesla
    Field Energy Advisor
    Tesla Dec 2016 - Apr 2018
    Austin, Texas, Us
  • Bloomberg Lp
    Fixed Income Trading Product Managment
    Bloomberg Lp Oct 2007 - Jun 2016
    New York, Ny, Us
    Fixed Income Electronic Trading Specialist, 2012 – June 2016• Increased use of the Bloomberg suite of trading platforms across the terminal users throughout the Midwest and New York areas, winning over key clients from the leading competitors in Corporate, Government, Municipal Bond and Derivative trading.• Educated and on boarded dozens of firms to the swap execution facility for electronic derivative trading.• As the Corporate bond trading advocate for the firm provided invaluable insight around the rapidly changing e-trading environment to help drive the firms strategiesFixed Income Trading and Data Mining Product Manager, 2007-2012• Designed and managed the development of the best in class market intelligence tools IMGR and QMGR, a message mining and price discovery tool for corporate, municipal, mortgage bonds, and derivatives. • Defined the spread based corporate bond electronic trading work-flow protocols.• Lead the rebuild of the RUNS function which is the most widely used method of disseminating fixed income pricing information by the sell-side community.• Designed the prototype for the new BOOM, the leading money market trading platform.
  • Guardian Life Insurance Company
    Credit Trader
    Guardian Life Insurance Company Jan 1995 - Oct 2007
    New York , Ny, Us
    Credit Trader, 1996-2007• Tested and integrated numerous e-trading platforms into the firm’s infrastructure thus increasing trading efficiencies and implementing significant cost savings.• Traded the firms Liabilities matching and mutual fund portfolios. • Developed and executed trade ideas by analyzing credit spreads, yield curves, and identifying relative value across industry sectors and capital structures.Director Money Markets, 1995-1996• Created the workflow tools to manage the firm’s day to day cash balances.• Traded the Guardian money market mutual funds consistently beating the relevant indexes.• Prepared formal analytic industry credit reports
  • Aig Investment Advisors
    Analytic Reporting
    Aig Investment Advisors Jan 1993 - Jan 1995
    Produced the monthly Investment Committee Board Package and the quarterly portfolio holding reports.Provided portfolio performance measurements and analytics.Directed security trade settlement, cash management, systems research and implementation.

Michael Wheat Skills

Electronic Trading Fixed Income Bloomberg Trading Systems Credit Derivatives Derivatives Trading Financial Markets Bonds Securities Mutual Funds Investments Portfolio Management Structured Finance Money Market Credit Fx Options Market Data Bloomberg Terminal

Michael Wheat Education Details

  • Pace University
    Pace University
    Accounting

Frequently Asked Questions about Michael Wheat

What company does Michael Wheat work for?

Michael Wheat works for Fidelity Investments

What is Michael Wheat's role at the current company?

Michael Wheat's current role is Financial Advisor.

What is Michael Wheat's email address?

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What is Michael Wheat's direct phone number?

Michael Wheat's direct phone number is +184531*****

What schools did Michael Wheat attend?

Michael Wheat attended Pace University.

What skills is Michael Wheat known for?

Michael Wheat has skills like Electronic Trading, Fixed Income, Bloomberg, Trading Systems, Credit Derivatives, Derivatives, Trading, Financial Markets, Bonds, Securities, Mutual Funds, Investments.

Who are Michael Wheat's colleagues?

Michael Wheat's colleagues are Emilio Marianelli, Jenny Chen, Cleveland Mcdowell, Chakira Tompkins, Arthur Martinez, Larry Moreira, Ricp®, Omar Moustafa.

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