Matthew Winkler
About Matthew Winkler
Matthew Winkler is a Global Markets Client Relationship Manager at UBS, with a background in finance and extensive experience in the financial services industry. He has held various roles at Morgan Stanley and completed internships at Financial Concepts Unlimited and CFG Bank.
Work at UBS
Matthew Winkler has been serving as a Global Markets Client Relationship Manager at UBS since 2021. In this role, he is responsible for managing client relationships and ensuring the delivery of financial services tailored to client needs. His position is based in the New York City Metropolitan Area, where he leverages his extensive experience in financial markets to enhance client satisfaction and drive business growth.
Previous Experience at Morgan Stanley
Before joining UBS, Matthew Winkler held several positions at Morgan Stanley. He worked as a Trading Assistant on the Futures High Touch Desk from 2020 to 2021. Prior to that, he served as a Futures Regulatory Reporting Associate from 2018 to 2020, and as Futures Focus Client Trade Support from 2017 to 2018. His career at Morgan Stanley began with his role as Futures Allocations Trade Support from 2015 to 2017, all based in the New York City Metropolitan Area and Baltimore, Maryland.
Internship Experience
Matthew Winkler gained valuable experience through various internships during his academic career. In 2014, he interned at Financial Concepts Unlimited, Inc. as a Private Wealth Management Intern for six months in Annapolis, MD. Additionally, he worked as an Investment Banking Intern at CFG Bank in 2015 for four months in Baltimore, Maryland. These internships provided him with foundational knowledge in finance and investment management.
Education and Expertise
Matthew Winkler earned a Bachelor of Business Administration (BBA) degree in Finance from Loyola University Maryland, where he studied from 2011 to 2015. His education has equipped him with a solid understanding of financial principles, investment strategies, and market dynamics, which he applies in his current role and previous positions in the finance industry.