Rylie Winklepleck
Onboarding Coordinator @Fisher Investments
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WORK HISTORY
Onboarding Coordinator @Fisher Investments
Plano, TX, US
Communicate with high net worth US clients and our partner firms in the US and UK Work with Investment Counselors to fulfill operational requests from clients Help onboard new clients by establishing new accounts and resolving documentation and transfer issues Provide long-term account maintenance for existing US clients
EDUCATION
Mays Business School - Texas A&M University
Finance, Business
ABOUT RYLIE WINKLEPLECK
I recently graduated from Texas A&M University with a Bachelor of Business Administration in Finance from Mays Business School and I am excited to begin my full time career in finance at Fisher Investments in Dallas. My professional background bridges analytical finance with hands on marketing and leadership experience, giving me a well rounded approach to business.Previously I served as a Collegiate Marketing Campus Leader with CELSIUS Holdings Inc. where I led cross campus teams and executed strategic branding initiatives that connected with student markets nationwide. This role sharpened my skills in leadership communication and consumer engagement which I now bring into the finance space with a client first mindset.At my core I am driven by growth whether it is helping individuals make informed financial decisions or contributing to a team’s long-term success. I am excited to apply my business foundation in a fast paced investment driven environment while continuing to develop my expertise in financial markets client relations and strategic problem solving.
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