Beau Schwab

Beau Schwab, CFA, possesses extensive experience in finance, particularly in balance sheet strategy, investment portfolio management, and trading. At Wells Fargo since 2017, Beau has held positions as a Balance Sheet and IRR Strategy and Infrastructure professional and as an HQLA Portfolio Strategist focusing on Agency MBS and Macro Hedging Strategy and Analytics. Prior to this, Beau was self-employed as an Independent Proprietary Trader from 2015 to 2017 and worked at Wells Fargo Securities from 2010 to 2015 as a Convertible Securities Trader, where management of a $1.5 billion convertible securities inventory was a key responsibility. Beau also served as an Associate PM on the XVA Desk, handling pricing and risk management for derivative portfolios, and began a career at Wachovia as an Analyst in Counterparty Credit Trading. Academic credentials include a Bachelor of Science in Business Administration and Management from the University of North Carolina at Chapel Hill, along with a brief educational stint at Maastricht University.