Julie Fisher Phipps
About Julie Fisher Phipps
Julie Fisher Phipps is an International Wealth Management Analyst at Jefferies in Miami, Florida.
Current Role at Jefferies
Julie Fisher Phipps is currently serving as an International Wealth Management Analyst at Jefferies. She started this role in 2022 and is based in Miami, Florida. As an International Wealth Management Analyst, Julie is involved in advising high-net-worth clients on wealth management strategies, financial planning, and investment opportunities on a global scale.
Previous Experience at Jefferies
Prior to her current role, Julie held several positions at Jefferies. She was an Incoming International Wealth Management Analyst from 2021 to 2022, where she gained valuable insights and prepared for her current responsibilities. Julie also served as an International Wealth Management Summer Analyst in 2021, where she contributed to various wealth management projects during a two-month internship in Miami, Florida.
Leadership Roles at Chi Omega and W&L Hillel
Julie has significant leadership experience from her time at Chi Omega, Xi Lambda Chapter, and W&L Hillel. At Chi Omega, she served as Director of Inclusion and Engagement from 2020 to 2021 and as Director of Social Involvement from 2019 to 2020, focusing on promoting inclusivity and social engagement among members. At W&L Hillel, she was the Director of Social Action from 2020 to 2022 and Director of Communications from 2019 to 2020, roles in which she organized social initiatives and managed communications.
Internships and Early Career
Julie has gained diverse experience through various internships and early career roles. She worked as a Communications Intern at the City of Summit in 2019, a Sales Associate at vineyard vines in Short Hills, New Jersey, and a Gymnastics Instructor at The Connection in Summit, New Jersey. Additionally, she served as a Group Counselor and Bus Counselor at Harbor Hills Day Camp in 2018. These roles helped her develop strong communication, sales, and leadership skills.
Educational Background
Julie Fisher Phipps earned her Bachelor of Science in Business Administration from Washington and Lee University, where she also studied Spanish Language and Literature, as well as Education Studies. She attended Washington and Lee University from 2018 to 2022. Prior to that, she completed her secondary education at Newark Academy, where she studied from 2011 to 2018.