Carter Schultz
About Carter Schultz
Carter Schultz is an Associate in Client Relationship Management at Brookfield Oaktree Wealth Solutions in Toronto, Ontario, Canada, and has passed the CFA Level III exam.
Title and Current Role
Carter Schultz holds the position of Associate, Client Relationship Management at Brookfield Oaktree Wealth Solutions in Toronto, Ontario, Canada. In this role, he partners with financial intermediaries across Ontario, leveraging his expertise to manage and enhance client relationships for Brookfield Asset Management.
Professional Experience
Carter Schultz has a varied professional background within the finance sector. He previously worked at PIMCO in various capacities, including as an Account Associate in 2024, an Account Analyst from 2022 to 2023, and a Summer Account Analyst in 2021. Prior to his tenure at PIMCO, Schultz gained experience at Scotiabank as a Junior Analyst - CWM Finance in 2020. His early career includes internships at RBC Dominion Securities and RBC Wealth Management in 2019 and 2018, respectively.
Educational Background
Carter Schultz graduated with distinction from McGill University's Desautels Faculty of Management, where he studied Finance and Accounting. He achieved a Bachelor of Commerce (BCom) from 2018 to 2022. During his time at McGill, Schultz developed a strong foundation in financial principles and practices, which he applies in his professional career.
CFA Certification
Carter Schultz has successfully passed the CFA Level III exam, showcasing his commitment to professional development and expertise in financial analysis. This certification underscores his proficiency in investment management and enhances his qualifications in the financial industry.
Regional Expertise
In his professional roles, Carter Schultz has demonstrated regional expertise by working with financial intermediaries across Ontario at Brookfield Oaktree Wealth Solutions. Additionally, he covered financial advisors in British Columbia during his tenure at PIMCO, highlighting his ability to manage client relationships across different regions in Canada.