Michael Wheat
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Michael Wheat Email & Phone Number

Financial Advisor at Fidelity Investments
Location: Cary, North Carolina, United States 6 work roles 1 school
1 work email found @fmr.com 1 phone found area 845 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@fmr.com
Direct phone (845) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Financial Advisor
Location
Cary, North Carolina, United States
Company size
10 employees

Who is Michael Wheat? Overview

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Quick answer

Michael Wheat is listed as Financial Advisor at Fidelity Investments, a company with 10 employees, based in Cary, North Carolina, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 845, and a matched LinkedIn profile for Michael Wheat.

Michael Wheat previously worked as Investment Management Consultant at Fidelity Investments and AVP Financial Solutions Advisor at Merrill Lynch. Michael Wheat holds Bachelor'S Degree, Accounting from Pace University.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fmr.com
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Profile bio

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.

Listed skills include Electronic Trading, Fixed Income, Bloomberg, Trading Systems, and 15 others.

Current workplace

Michael Wheat's current company

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

Fidelity Investments
Fidelity Investments
Financial Advisor
Website
fidelity.com
Employees
10
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Company profile
View company profile Email format
6 roles

Michael Wheat work experience

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

Avp Financial Solutions Advisor

Current
Merrill Lynch

New York, NY, US

Apr 2018 - Present

Field Energy Advisor

Tesla

Austin, Texas, US

Dec 2016 - Apr 2018

Fixed Income Trading Product Managment

Bloomberg Lp

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.
  • 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.
  • 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.
Oct 2007 - Jun 2016

Credit Trader

Guardian Life Insurance Company

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.
Jan 1995 - Oct 2007

Analytic Reporting

Aig Investment Advisors

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.

Jan 1993 - Jan 1995
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

SH Skylar Hungate Skylar Hungate Colleague at Fidelity InvestmentsLas Vegas, Nevada, United States, United States View → GB Geoff Boulton Geoff Boulton Colleague at Fidelity InvestmentsVancouver, British Columbia, Canada, Canada View → TD Terry Derby Terry Derby Colleague at Fidelity InvestmentsCoppell, Texas, United States, United States View → BD Brian Dyl Brian Dyl Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States, United States View → CF Chris Farley Chris Farley Colleague at Fidelity InvestmentsWest Newton, Massachusetts, United States, United States View → AS Anmoldeep Singh Anmoldeep Singh Colleague at Fidelity InvestmentsKitchener, Ontario, Canada, Canada View → TS Thomas Smith Thomas Smith Colleague at Fidelity InvestmentsLagos, Lagos State, Nigeria, Nigeria View → AM Alex Malek Alex Malek Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States View → TP Ted Presley Ted Presley Colleague at Fidelity InvestmentsApex, North Carolina, United States, United States View → DB Devin Bomba Devin Bomba Colleague at Fidelity InvestmentsSan Francisco, California, United States, United States View →
1 education record

Michael Wheat education

  • Pace University
    Pace University
    Accounting
FAQ

Frequently asked questions about Michael Wheat

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

What company does Michael Wheat work for?

Michael Wheat works for Fidelity Investments.

What is Michael Wheat's role at Fidelity Investments?

Michael Wheat is listed as Financial Advisor at Fidelity Investments.

What is Michael Wheat's email address?

AeroLeads has found 1 work email signal at @fmr.com for Michael Wheat at Fidelity Investments.

What is Michael Wheat's phone number?

AeroLeads has found 1 phone signal(s) with area code 845 for Michael Wheat at Fidelity Investments.

Where is Michael Wheat based?

Michael Wheat is based in Cary, North Carolina, United States while working with Fidelity Investments.

What companies has Michael Wheat worked for?

Michael Wheat has worked for Fidelity Investments, Merrill Lynch, Tesla, Bloomberg Lp, and Guardian Life Insurance Company.

Who are Michael Wheat's colleagues at Fidelity Investments?

Michael Wheat's colleagues at Fidelity Investments include Skylar Hungate, Geoff Boulton, Terry Derby, Brian Dyl, and Chris Farley.

How can I contact Michael Wheat?

You can use AeroLeads to view verified contact signals for Michael Wheat at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Michael Wheat attend?

Michael Wheat holds Bachelor'S Degree, Accounting from Pace University.

What skills is Michael Wheat known for?

Michael Wheat is listed with skills including Electronic Trading, Fixed Income, Bloomberg, Trading Systems, Credit Derivatives, Derivatives, Trading, and Financial Markets.

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