Beat Meier Email & Phone Number
Co-Founder @ PrimeDesk AG
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Beat Meier Location
- Freienbach, SZ, CH
Beat Meier Work
- 2025 -now Co-Founder @
- 2010 -now Chairman and Chief Executive Officer @
- 2009 -2010 Executive Director, Regional Head Prairies @
- 2007 -2009 Key Client Advisor @
- 2005 -2007 Senior Client Adviser @ UBS Wealth Managment
Beat Meier Education
- CFA Institute
CFA Chartered Financial Analyst (Financial)
2003-2006 - Siebnen
Canadian Investment Manager, Financial Investment (Financial Investment)
2005-2005 - Canadian Securities Institute
Canadian Investment Manager (Financial Investment)
2005-2005 - Banking School
Swiss-certified banking specialist (Financial)
2000-2002 - UBS
UBS Private Banking Diploma (Financial)
2000-2002
Beat Meier Skills
- Wealth Management
- Asset Management
- Investment Management
- Investments
- Securities
- Investment Strategies
- Finance
- High Net Worth Individuals
- Alternative Investments
- Portfolio Management
- Wealth Management Services
- Financial Advisory
- Equities
- Investment Advisory
- Hedge Funds
- High Net Worth
Beat Meier Summary
- Beat Meier, based in Freienbach, SZ, CH, is currently a Co-Founder at PrimeDesk AG. Beat Meier brings experience from previous roles at Dynamic Tree Asset Management AG, UBS Wealth Management and UBS Wealth Managment. Beat Meier holds a 2003 - 2006 CFA Chartered Financial Analyst in Financial @ CFA Institute. With a robust skill set that includes Wealth Management, Asset Management, Investment Management, Investments, Securities and more. Beat Meier has 1 emails and 4 mobile phone numbers on RocketReach.
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