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 @ PrimeDesk AG
2010 - now Chairman and Chief Executive Officer @ Dynamic Tree Asset Management AG
2009 - 2010 Executive Director, Regional Head Prairies @ UBS Group AG

2007 - 2009 Key Client Advisor @ UBS Group AG
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2005 - 2007 Senior Client Adviser @ UBS Wealth Managment

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Beat Meier Education

CFA Institute
CFA Chartered Financial Analyst (Financial)
2003 - 2006
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
Siebnen

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Beat Meier Skills

Wealth Management
Asset Management
Investment Management

Investments
Securities
Investment Strategies
Finance
High Net Worth Individuals
Alternative Investments
Portfolio Management

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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 2 emails and 4 mobile phone numbers on RocketReach.

Beat Meier Emails

Found 2 emails

Beat Meier Phone Numbers

Found 6 phone numbers

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Others Named Beat Meier

Beat Meier

Co-Founder at PrimeDesk AG

Freienbach, SZ, CH
2
- hotmail.com
- dynamictree.com
5+
- +55 11 5543-XXXX
- +55 11 97251-XXXX
- +55 11 99156-XXXX
- +55 48 5543-XXXX
- +55 48 3522-XXXX
- +55 11 94570-XXXX
Beat Meier

Product Manager Services at SteelcoBelimed

Zurich, Switzerland
3
- gmx.ch
- steelcobelimed.com
- gmos.ch
5+
- +41 58 712 1XXXX
- +41 58 712 6XXXX
- +41 58 712 2XXXX
- +41 71 224 2XXXX
- +41 58 712 1XXXX
- +41 71 224 2XXXX
Beat Meier

Head Global Sustainability and Group Procurement Office at Stadler

Zurich, Switzerland
2
- gmail.com
- stadlerrail.com
2
- +41 79 325 7XXXX
- +1 918-574-XXXX

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Top PrimeDesk AG Employees

Beat Meier

Co-Founder at PrimeDesk AG

Freienbach, SZ, CH
2
- hotmail.com
- dynamictree.com
5+
- +55 11 5543-XXXX
- +55 11 97251-XXXX
- +55 11 99156-XXXX
- +55 48 5543-XXXX
- +55 48 3522-XXXX
- +55 11 94570-XXXX

View Similar Profiles

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