Michael Baumeister

Michael Baumeister Email and Phone Number

Fixed Income Specialist @ Charles Schwab
san francisco, california, united states
Michael Baumeister's Location
Naples, Florida, United States, United States
Michael Baumeister's Contact Details

Michael Baumeister work email

Michael Baumeister personal email

About Michael Baumeister

I am a financial services professional dedicated to working with advisors and their clients in delivering investment solutions. With the combination of market expertise, extensive experience and superior client service I’m positioned to effectively consult on meeting investors’ needs, identifying relative value while minimizing risk. One of the things that I pride myself in is my ability to effectively work with clients of a wide variety of knowledge and experience – from investors being first introduced to the markets to investors with a high level of sophistication putting on complex portfolio strategies.I am a strong people manager and sales professional skilled in Portfolio Consulting, Bonds, Capital Markets Strategy and Advice, Marketing, Training and Public Speaking. My specialization is in US Treasuries, Government Sponsored Enterprises, Mortgage Backed Securities, US Investment and High Yield Corporate Bonds, Emerging Market Debt, Preferred Securities, non-US Dollar Denominated Bonds and Municipal Securities.

Michael Baumeister's Current Company Details
Charles Schwab

Charles Schwab

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Fixed Income Specialist
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Michael Baumeister Work Experience Details
  • Charles Schwab
    Fixed Income Specialist
    Charles Schwab Oct 2021 - Present
    Southwest Fl
  • Citi
    Director - Citi Retail Cross Asset Solutions
    Citi Jan 2010 - Nov 2019
    New York, United States
    Responsible for providing fixed income products and portfolio solutions to financial advisors and clients of Citi Personal Wealth Management, Citi Private Bank and select independent advisors represented by Registered Investment Advisory broker-dealers. Created customized portfolio solutions meeting the objectives and risk tolerances of investors and married to the market outlook and recommendations of Citi's team of strategists, economists and research analysts.Markets specialized in include US Treasuries, Government Sponsored Enterprises, Mortgage Backed Securities, US Investment and High Yield Corporate Bonds, Emerging Market Debt, Preferred Securities, Non-US Dollar Denominated Bonds and Municipal Securities
  • Citi
    Director - Citi Fixed Income High Net Worth
    Citi Jan 2000 - Jan 2010
    Greater New York City Area
    Managed a team of eight responsible for providing fixed income portfolios and portfolio services to Smith Barney’s field of financial advisorsOffered portfolio reporting, construction, review and swap analysis
  • Citi
    Director Taxable Fixed Income Sales And Marketing
    Citi Jan 1995 - Jan 2000
    Greater New York City Area

Michael Baumeister Education Details

Frequently Asked Questions about Michael Baumeister

What company does Michael Baumeister work for?

Michael Baumeister works for Charles Schwab

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

Michael Baumeister's current role is Fixed Income Specialist.

What is Michael Baumeister's email address?

Michael Baumeister's email address is mi****@****ail.com

What schools did Michael Baumeister attend?

Michael Baumeister attended University At Albany, Suny.

Who are Michael Baumeister's colleagues?

Michael Baumeister's colleagues are Michael Bishara, Jeffrey Sia, Joe Estorga, Татьяна Власова-Романюк, Matthew Mcgoldrick, Shawn Tinsman, Abhishek Pragada.

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