Matt Kalinowski

Senior Trading & Settlements Coordinator at SWBC

Matt Kalinowski currently serves as a Senior Trading & Settlements Coordinator at SWBC, where responsibilities include matching, settling, and allocating 300–500 fixed-income trades daily while supporting investment advisers and managing client inquiries. Previously, Matt held the role of Trading & Settlements Coordinator at SWBC, where significant achievements included onboarding institutional firms and executing profitability analyses. Additional experience includes serving as an Account Executive at Goosehead Insurance Agency, where substantial sales of personal insurance policies were achieved, and a managerial role at All the Kings Men. Educational qualifications include a Master's degree in Economics from Texas A&M University. Matt holds several licenses, including Series 7 and Property & Casualty License.

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