Caroline Shutt Email & Phone Number
Family Wealth Advisor @ Bellwether Investment Management
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Caroline Shutt Location
- Oakville, ON, CA
Caroline Shutt Work
- 2020 -now Family Wealth Advisor @
- 2019 -2020 Portfolio Administrator @
- 2013 -2019 Financial Advisor @
- 2012 -2013 ETL @
- 2010 -2010 Investment Operations Administrative Support @
Caroline Shutt Education
- Western University
BA (Management and Organizational Studies - Human Resources Specialization)
2008-2012 - Københavns Universitet - University of Copenhagen
Psychology
2011
Caroline Shutt Skills
- Event Planning
- Inventory Management
- Marketing
- Merchandising
- Microsoft Excel
- Microsoft Office
- Social Media
- Teamwork
- Time Management
- Leadership
- Customer Service
- Coaching
- PowerPoint
- Mutual Funds
- RESP
- Management
- Life Insurance
- Investments
- Retirement Planning
- Team Leadership
- Training
- Research
Caroline Shutt Summary
- Caroline Shutt, based in Oakville, ON, CA, is currently a Family Wealth Advisor at Bellwether Investment Management. Caroline Shutt brings experience from previous roles at Bellwether Investment Management, Investment Planning Counsel, Target and RBC. Caroline Shutt holds a 2008 - 2012 BA in Management and Organizational Studies - Human Resources Specialization @ Western University. With a robust skill set that includes Event Planning, Inventory Management, Marketing, Merchandising, Microsoft Excel and more. Caroline Shutt has 2 emails and 1 mobile phone numbers on RocketReach.
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