Greg Matza
Junior at Syracuse University | Finance and Real Estate | Seeking summer 26’ internship opportunities
- Role
- Wealth Management Intern at UBS
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Greg Matza
Ambitious and hardworking student majoring in Finance and Real Estate at Syracuse…
Experience
Wealth Management Intern
May 2025 — Present · New York, NY, US
Performed ongoing due diligence of portfolio managers, leading to financial advisors\' selection of funds for clients.Created cash flow proposals that financial advisors utilized to project clients\' long-term financial futures.Worked with a nine-person Wealth Management group, with $925 million AUM, generating $7 million in fee-based revenue.
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