Jenny Kurz

Jenny Kurz

Director, Deposit Products @ UBS

About Jenny Kurz

Jenny Kurz serves as the Director of Deposit Products at UBS, a position she has held since 2017. She has a background in finance, having previously worked at Morgan Stanley and Lincoln Financial Advisors, and holds an MBA from Iona College.

Current Role at UBS

Jenny Kurz serves as the Director of Deposit Products at UBS, a position she has held since 2017. In this role, she is responsible for overseeing the development and management of deposit products within the Greater New York City Area. Her extensive experience in financial services contributes to her strategic approach in this leadership position.

Previous Experience at Morgan Stanley

Prior to her current role, Jenny Kurz worked at Morgan Stanley for three years as an Assistant Vice President - Product Manager for Foreign Currency Deposits from 2013 to 2016. She also held the position of Assistant Vice President in the Private Banking Group Product Advisory for a brief period in 2017. Her tenure at Morgan Stanley provided her with significant insights into product management and advisory services.

Background in Financial Planning

Jenny Kurz began her career in the financial sector at Lincoln Financial Advisors, where she served as a Financial Planning Assistant from 2012 to 2013. She also completed an internship at the same firm in 2012. This early experience laid the foundation for her expertise in financial planning and advisory roles.

Educational Qualifications

Jenny Kurz studied at Iona College, where she earned a Master of Business Administration (MBA) in Finance from 2012 to 2013. She also obtained a Bachelor of Business Administration (BBA) in International Business and Finance. Her academic background equips her with a solid understanding of financial principles and practices.

Graduate Assistant Role at Iona College

During her studies at Iona College, Jenny Kurz worked as a Graduate Assistant from 2012 to 2013. This role involved supporting faculty and contributing to academic programs, further enhancing her organizational and analytical skills in a higher education setting.

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