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Liam O'Toole Email & Phone Number
Customer Relationship Advocate
at
Fidelity Investments
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Customer Relationship Advocate
Location
Foxborough (Foxboro), Massachusetts, United States
Company size
Who is Liam O'Toole? Overview
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Quick answer
Liam O'Toole is listed as Customer Relationship Advocate at Fidelity Investments, a company with 39 employees, based in Foxborough (Foxboro), Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Liam O'Toole.
Liam O'Toole previously worked as Sector Analyst at The Atkins Investment Group and Bar Back at Scorpions Bar & Grill. Liam O'Toole holds Bachelor Of Business Administration - Bba, Finance, General from University Of New Hampshire.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Liam O'Toole
Senior at UNH's Paul College of Business and Economics studying finance and accounting, with a strong foundation in financial analysis, investment strategy, and market research. Throughout my academic career, I've gained experience in financial statement analysis, marketing, and understanding financial markets - all of which have helped shape my ability to make informed, data-driven decisions.I have hands-on experience in equity research, portfolio management, and financial modeling, on top of being Bloomberg Market Certified. My coursework and extracurricular involvement have provided me with the practical knowledge and analytical tools to thrive in a variety of roles.
Current workplace
Liam O'Toole's current company
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Fidelity Investments
4 roles
Liam O'Toole work experience
A career timeline built from the work history available for this profile.
Sector Analyst
Current- Student analyst covering the communications and financial institution sectors
- Conduct comprehensive research and quantitative analysis for a student-managed investment fund with assets totaling $450,000
- Assess the value of companies through the application of discounted free cash flow modeling and with analyses of public company performance and precedent transactions
- Utilize the Bloomberg Terminal to conduct in-depth company analyses and formulate quality presentations
Dec 2023 - Present
Bar Back
CurrentI ensure the bar remains functional by stocking alcoholic beverages and keeping good relations with customers as well as the bartenders. My primary role is dependent on me taking and delivering food from the kitchen to the dining area and making sure the bartenders have the adequate products on hand to accommodate the raucus college crowds we get on the.
Sep 2021 - Present
Grocery Stock Clerk
I worked to ensure that the best possible product was on display at the store and made sure that everything was stocked accordingly in relation to how much stock was left and how much was already on the shelf.
Sep 2020 - Jun 2021
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at atkinsinvestmentgroup.com. View company contacts for 39 employees →
ZK
Zachary Kim
Colleague at Fidelity InvestmentsMonterey Park, California, United States, United States
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ND
Nathaniel Doherty
Colleague at Fidelity InvestmentsDurham, New Hampshire, United States, United States
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TB
Tyler Baker
Colleague at Fidelity InvestmentsGreater Boston, United States
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DR
Dominic Rainville
Colleague at Fidelity InvestmentsCanada, Canada
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JR
Jonathan Rowe
Colleague at Fidelity InvestmentsGreater Boston, United States
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MM
Morgan Melo
Colleague at Fidelity InvestmentsDover, New Hampshire, United States, United States
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EM
Evan Madigan
Colleague at Fidelity InvestmentsDurham, New Hampshire, United States, United States
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MS
Michael Stoddard
Colleague at Fidelity InvestmentsConcord, New Hampshire, United States, United States
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AT
Alexis Tuten
Colleague at Fidelity InvestmentsWolfeboro, New Hampshire, United States, United States
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AM
Amelia Magay
Colleague at Fidelity InvestmentsGreater Boston, United States
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Zachary Kim
Colleague at Fidelity InvestmentsMonterey Park, California, United States, United States
View →
ND
Nathaniel Doherty
Colleague at Fidelity InvestmentsDurham, New Hampshire, United States, United States
View →
TB
Tyler Baker
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
DR
Dominic Rainville
Colleague at Fidelity InvestmentsCanada, Canada
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JR
Jonathan Rowe
Colleague at Fidelity InvestmentsGreater Boston, United States
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MM
Morgan Melo
Colleague at Fidelity InvestmentsDover, New Hampshire, United States, United States
View →
EM
Evan Madigan
Colleague at Fidelity InvestmentsDurham, New Hampshire, United States, United States
View →
MS
Michael Stoddard
Colleague at Fidelity InvestmentsConcord, New Hampshire, United States, United States
View →
AT
Alexis Tuten
Colleague at Fidelity InvestmentsWolfeboro, New Hampshire, United States, United States
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AM
Amelia Magay
Colleague at Fidelity InvestmentsGreater Boston, United States
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2 education records
Liam O'Toole education
Bachelor Of Business Administration - Bba, Finance, General
High School Diploma
FAQ
Frequently asked questions about Liam O'Toole
Quick answers generated from the profile data available on this page.
What company does Liam O'Toole work for?
Liam O'Toole works for Fidelity Investments.
What is Liam O'Toole's role at Fidelity Investments?
Liam O'Toole is listed as Customer Relationship Advocate at Fidelity Investments.
Where is Liam O'Toole based?
Liam O'Toole is based in Foxborough (Foxboro), Massachusetts, United States while working with Fidelity Investments.
What companies has Liam O'Toole worked for?
Liam O'Toole has worked for Fidelity Investments, The Atkins Investment Group, Scorpions Bar & Grill, and Stop & Shop.
Who are Liam O'Toole's colleagues at Fidelity Investments?
Liam O'Toole's colleagues at Fidelity Investments include Zachary Kim, Nathaniel Doherty, Tyler Baker, Dominic Rainville, and Jonathan Rowe.
How can I contact Liam O'Toole?
You can use AeroLeads to view verified contact signals for Liam O'Toole at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Liam O'Toole attend?
Liam O'Toole holds Bachelor Of Business Administration - Bba, Finance, General from University Of New Hampshire.
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