LB

Lisa Baird

Senior Client Services Manager

Lisa Baird is a Senior Client Service Manager at Fidelity Investments, where they leverage their extensive client-facing experience to create positive impacts through meaningful relationships. Previously, they served as a Senior Client Relationship Administrator at Vanguard from 2007 to 2020, where they managed client communications and project initiatives. Before that, Lisa held the role of Senior Pension Administrator at the Pension Benefit Guaranty Corporation from 1998 to 2007 and worked as a Contract Client Service Manager at Fidelity Investments from 2022 to 2026. Lisa also has experience at Infosys as a Senior Client Relationship Administrator, focusing on 401(k) plan administration and client management. Lisa earned a high school diploma from The Christian Academy in Media, PA, in 1996.

Location

Philadelphia, United States

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