Cavan Bullock

Financial Customer Associate at Fidelity

Role: Financial Customer Associate at Fidelity Investments
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Cavan Bullock

As an ambitious Finance major at the University of North Texas, I am dedicated to growing expertise in finance industry. Along with my Finance major, I am actively pursuing a major in Business Analytics to enhance my abilities and contribute more effectively in the financial industry. Throughout my academic journey, I have not only maintained an impressive near 4.0 GPA but also balanced my rigorous studies with work, demonstrating my time-management skills and high level of responsibility. I am also certified in Microsoft Excel, to help aid me in my ability to organize and analyze financial data.

Experience

Financial Customer Associate
Fidelity Investments
May 2025 — Present · Westlake, TX, US

Education

University of North Texas
Bachelor's degree, Finance, General

Contact information

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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