Trip Robinson is a versatile financial services leader specializing in wealth management and client experience technology solutions. They previously held various roles at Fidelity Investments, including Director of 401(k) Product Development & Management and VP of Wealth Management Experience, where they managed teams and led projects to enhance client engagement. Trip also worked as an Acquisitions Assistant at Unifund CCR and taught marketing and investments at Kiev, Ukraine Industrial College. Currently, they are pursuing a Bachelor’s degree in English Literature and a Master of Business Administration at the University of Rochester and Babson College, respectively.
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