Ashlyn Phelps
Institutional Investments at BOK Financial | Sales & Trading
- Role
- Investment Sales Officer i at BOK Financial
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Ashlyn Phelps
Ashlyn Phelps is from Tulsa, OK and graduated from Broken Arrow High School. She continued her education at Butler Community College, earning her associates and playing college basketball. In 2016, she transferred to the University of Arkansas to earn a Bachelor’s Degree in Business Administration.Ashlyn began at BOKF in 2019 and started as a Client Experience Specialist at the 320 Boston location. She was shortly promoted to Relationship Banker assisting clients and businesses with their financial needs. As a banker, Ashlyn helped by: Assessing the financial circumstances of current clients and prospects and provide tailored solutions for their needs, home and auto lending, and delivering exceptional experiences by building, expanding, and retaining client relationships.In September, 2021, Ashlyn accepted the Wealth Management ACT job opportunity and was a candidate in the 20••••23 ACT Class. Ashlyn is a very passionate and self-motivated individual who loves to serve others. Some of Ashlyn\'s hobbies outside of work include: Spending time with her husband and family, volunteering for non-profit organizations, fitness, watching college/pro sports, and playing with her Goldendoodle: Benji.
Experience
Investment Sales Officer i
May 2025 — Present
Education
University of Arkansas
Current, Business Administration/Management/Leadership
2016 — 2018
Butler Community College
Associate’s Degree, Liberal Arts and Sciences, General Studies and Humanities
2014 — 2016
University of Arkansas - Sam M. Walton College of Business
Bachelor of Business Administration (B.B.A.), Organizational Leadership
2016 — 2018
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