Carter Schultz
Associate, Client Relationship Management Brookfield Oaktree Wealth Solutions @Brookfield
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WORK HISTORY
Associate, Client Relationship Management Brookfield Oaktree Wealth Solutions @Brookfield
Toronto, ON, CA
EDUCATION
McGill University - Desautels Faculty of Management
Bachelor of Commerce - BCom
ABOUT CARTER SCHULTZ
In my current role as an Associate, Client Relationship Management at Brookfield Oaktree Wealth Solutions, I partner with financial intermediaries across Ontario. Previously, I was an Account Associate at PIMCO partnering with financial advisors in British Columbia. Graduated with distinction from McGill University - Desautels Faculty of Management with a major in finance and concentration in accounting. Passed CFA Level exam.
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