Tom Baumann Location
Walpole, MA, US
Tom Baumann Work
- 2025 - now Consultant, Lifetime Engagement @ Fidelity Investments
- 2022 - 2025 Senior Manager, Personalized Planning and Advice - W, Look Ahead @ Fidelity Investments
- 2016 - 2022 Financial Analyst IV and Senior Business Analyst @ Fidelity Investments
- 2015 - 2016 Senior Performance Analyst @ Fidelity Investments
- 2013 - 2015 Performance Analyst @ Fidelity Investments
- 2011 - 2013 Associate Performance Analyst @ Fidelity Investments
- 2008 - 2011 Associate Transfer Agent Ops Analyst @ Fidelity Investments
- 2007 - 2008 Control Accountant @ Fidelity Investments
- 2006 - 2006 Intern @ Fidelity Investments
- 2004 - 2005 Intern @ Brooks Brothers
Tom Baumann Education
- Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration (Finance)
- 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
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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Abby Johnson
Chairman and Chief Executive Officer at Fidelity Investments
Boston, Massachusetts, United States21 -
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