Cale Swanson

Customer Relationship Advocate

Role
Customer Relationship Advocate at Fidelity Investments
Location
Plymouth, NH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Cale Swanson

Customer Relationship Advocate at Fidelity Investments, focused on delivering a client first experience and helping individuals navigate their financial needs with clarity and confidence.Brings a strong foundation in communication, problem-solving, and relationship management, with a background in business administration and sales. Committed to continuous learning and professional growth within the financial services industry.Common misspelling-Kale SwansonKyle SwansonCole SwansonCal SwansonCale SwensonDale Swanson

Experience

  1. Customer Relationship Advocate

    Fidelity Investments

    Jan 2026 — Present · Merrimack, NH, US

Education

  • Plymouth State University

    Bachelor of Business Administration - BBA

    2022 — 2025

  • University of Southern Maine

    Bachelor of Business Administration - BBA

    2021 — 2022

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Cale Swanson — Customer Relationship Advocate at Fidelity Investments in Plymouth, NH, US | Unifers