Tom Baumann Email & Phone Number
Consultant, Lifetime Engagement @ Fidelity Investments
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Tom Baumann Location
- Walpole, MA, US
Tom Baumann Work
- 2025 -now Consultant, Lifetime Engagement @
- 2022 -2025 Senior Manager, Personalized Planning and Advice - W, Look Ahead @
- 2016 -2022 Financial Analyst IV and Senior Business Analyst @
- 2015 -2016 Senior Performance Analyst @
- 2013 -2015 Performance Analyst @
- 2011 -2013 Associate Performance Analyst @
- 2008 -2011 Associate Transfer Agent Ops Analyst @
- 2007 -2008 Control Accountant @
- 2006 -2006 Intern @
- 2004 -2005 Intern @
Tom Baumann Education
- Bryant University
Bachelor of Science in Business Administration (Archway Fund, Delta Chi Fraternity)
- Suffolk University - Sawyer School of Management
Master of Business Administration (M.B.A.)
- Northwest Catholic
Tom Baumann Skills
- Microsoft Office
- Building Relationships
- Web Applications
- Attention to Detail
- Morningstar Direct
- Lipper LANA
- Project Management
- OBIEE
- Lean Process Improvement
- Problem Solving
- Embraces Change
- Mutual Funds
- Analysis
- Access
- Customer Service
- Equities
- Sales
- Portfolio Management
- HVAC
- Finance
- Financial Analysis
Tom Baumann Summary
- Tom Baumann, based in Walpole, MA, US, is currently a Consultant, Lifetime Engagement at Fidelity Investments. Tom Baumann brings experience from previous roles at Fidelity Investments. With a robust skill set that includes Microsoft Office, Building Relationships, Web Applications, Attention to Detail, Morningstar Direct and more. Tom Baumann has 3 emails and 1 mobile phone numbers on RocketReach.
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