Robert Vines has extensive experience in the financial services industry, notably serving as Vice President at Fidelity Investments since 2019, where they focus on Internal Advisory Platform Sales. Prior to this role, Robert held various positions at Envestnet, including Vice President and Associate Vice President, and worked as an Assistant Vice President at Merrill Lynch/Bank of America. Earlier in their career, Robert contributed as a Retail Sales Consultant at The Cycle Loft and held the role of Program Director at Fidelity Investments. Robert also gained experience as Assistant Vice President/Team Leader at FundQuest before its acquisition by Envestnet.
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