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Tom Baumann Location
Boston, MA, US
Tom Baumann Work
Sr. Manager, Product Development Analyst @ (April 2025 - Present)
Senior Manager, Personalized Planning and Advice - W, Look Ahead @ (June 2022 - April 2025)
Financial Analyst IV and Senior Business Analyst @ (August 2016 - June 2022)
Senior Performance Analyst @ (July 2015 - August 2016)
Performance Analyst @ (February 2013 - June 2015)
Associate Performance Analyst @ (August 2011 - February 2013)
Associate Transfer Agent Ops Analyst @ (October 2008 - August 2011)
Control Accountant @ (June 2007 - October 2008)
Intern @ (June 2006 - August 2006)
Intern @ (June 2004 - August 2005)
Tom Baumann Education
Bryant University
Bachelor of Science in Business Administration (Finance)
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.)
Northwest Catholic
Tom Baumann Skills
Access
Analysis
Attention to Detail
Building Relationships
Business Strategy
Competitive Analysis
Competitive Intelligence
Cross-functional Coordination
Customer Journey Mapping
Customer Service
Digital Engagement
Embraces Change
Equities
KPI Reporting
Lean Process Improvement
Lipper LANA
Microsoft Office
Morningstar Direct
Mutual Funds
OBIEE
Problem Solving
Product Road Mapping
Program Leadership
Project Management
Strategic Partnerships
User Experience (UX)
Web Applications
Sales
Portfolio Management
HVAC
Finance
Financial Analysis
Tom Baumann Summary
Tom Baumann, based in Boston, MA, US, is currently a Sr. Manager, Product Development Analyst at Fidelity Investments. Tom Baumann brings experience from previous roles at Fidelity Investments. Tom Baumann holds a Bachelor of Science in Business Administration in Finance @ Bryant University. With a robust skill set that includes Access, Analysis, Attention to Detail, Building Relationships, Business Strategy and more. Tom Baumann has 3 emails and 1 mobile phone numbers on RocketReach.
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