Caroline Shutt Email & Phone Number
Family Wealth Advisor @ Bellwether Investment Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Caroline Shutt Location
- Oakville, ON, CA
Caroline Shutt Work
- Family Wealth Advisor @ (September 2020 - Present)
- Portfolio Administrator @ (August 2019 - September 2020)
- Financial Advisor @ (November 2013 - July 2019)
- ETL @ (September 2012 - November 2013)
- Investment Operations Administrative Support @ (June 2010 - August 2010)
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.
Looking for a different Caroline Shutt?
Find contact details for 700 million professionals.
Others Named Caroline Shutt
Caroline Shutt
Family Wealth Advisor
Oakville, ON, CA
Carol Shutt
Owner, Photographer, Oral Historian
Hillsboro, KY, US
Caroline Shutt
Law Clerk
Lexington, KY, US
Top Bellwether Investment Management Employees
Bufo Tony
Vice President
Montreal, QC, CA
Susan Schulze
Vice President, Practice Management
Penticton, BC, CA
William Beacham
Portfolio Manager
Toronto, ON, CA
Phillip Ackers
Vice President National Sales
Toronto, ON, CA
Richard Mitchell
Portfolio Manager and Family Wealth Advisor
Toronto, ON, CA
Caroline Shutt
Family Wealth Advisor
Oakville, ON, CA
Natalie Vidal
HR and Office Manager
Toronto, ON, CA
Daniel Peart
Marketing Manager
Burlington, ON, CA
Edward Leslie-MacDonald
Communications Lead
Toronto, ON, CA
Natalee Ducharme
Client Experience Specialist
Windsor, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co