Cade Gulick
Financial Services Representative at Fidelity Investments
Based in Houston, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Houston
Industry
Financial Services
Company size
84K
Contact information
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c•••••••@fidelity.com
Phone
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Background
About Cade Gulick
Texas A&M University Rellis General Business student, graduated in May 2025, with a strong academic foundation in financial analysis, accounting, and economics. Hands-on experience at Greenwing Wealth Management, contributed to client portfolio management, market research, and strategic financial reporting. Demonstrated proficiency in CRM tools and data visualization, supported by certifications from Salesforce and Tableau. Motivated to apply analytical and collaborative skills to enhance client satisfaction and support investment strategies.
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