Robert Shea
About Robert Shea
Robert Shea serves as the Director of Client Experience at Apex Clearing Corporation, where he has worked since 2020. He has extensive experience in client management and service, having held various leadership roles at Fidelity Investments prior to his current position.
Work at Apex Fintech Solutions
Robert Shea currently serves as the Director of Client Experience at Apex Clearing Corporation, a position he has held since 2020. In this role, he manages the Broker/Dealer Service team, the RIA Service team, and a Client Partner/Client Manager team. His responsibilities include overseeing client interactions and ensuring high levels of service delivery. Prior to this role, he worked at Apex Clearing Corporation in a Client Experience capacity from 2018 to 2020.
Previous Experience at Fidelity Investments
Robert Shea has extensive experience at Fidelity Investments, where he held several key positions. He served as Senior Director in the Client Management division from 2011 to 2013 in Smithfield, Rhode Island. Following this, he worked as Senior Director in the Fidelity Institutional Client Experience Division from 2013 to 2018 in the Dallas/Fort Worth Area. Earlier in his career at Fidelity, he was the Director of Client Management from 2008 to 2011 in Boston, Massachusetts, and a Senior Client Service Manager from 2005 to 2008 in San Francisco, California.
Education and Expertise
Robert Shea studied at Boston College, where he earned a degree in Economics from 1994 to 1998. He also completed his high school education at Catholic Memorial, achieving a High School Diploma from 1990 to 1994. His educational background provides a strong foundation for his expertise in client management and experience in the financial services sector.
Achievements in Client Management
Throughout his career, Robert Shea has been responsible for winning numerous pieces of new business in the retail, Registered Investment Advisor (RIA), and institutional spaces. He has a proven track record of growing profit levels by 20% at a financial services firm through effective oversight of operations, trading, and service. Additionally, he is the creator and Executive Sponsor of the Apex EDGE Program, which focuses on talent recruitment and rotational development.
Background in Entertainment
Earlier in his career, Robert Shea worked as a professional actor at Castle Rock Entertainment for a brief period in 1988. This experience in the entertainment industry adds a unique aspect to his diverse professional background.