Lynn Trevisan

Lynn Trevisan Email and Phone Number

Changing the way Canadians think about investing their money | Private Market Investments | Portfolio Managed Funds @ Raintree Financial Solutions
edmonton, alberta, canada
Lynn Trevisan's Location
Hanmer, Ontario, Canada, Canada
Lynn Trevisan's Contact Details

Lynn Trevisan work email

Lynn Trevisan personal email

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About Lynn Trevisan

Lynn Trevisan is a Changing the way Canadians think about investing their money | Private Market Investments | Portfolio Managed Funds at Raintree Financial Solutions. They possess expertise in management consulting, segmentation, business strategy, sales effectiveness, strategic planning and 18 more skills.

Lynn Trevisan's Current Company Details
Raintree Financial Solutions

Raintree Financial Solutions

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Changing the way Canadians think about investing their money | Private Market Investments | Portfolio Managed Funds
edmonton, alberta, canada
Website:
raintreeemd.com
Employees:
66
Lynn Trevisan Work Experience Details
  • Raintree Financial Solutions
    Private Wealth Advisor
    Raintree Financial Solutions Nov 2017 - Present
    Milton, Ontario
    I am a Private Wealth Advisor with Raintree Financial Solutions, an award winning Private Capital Market Dealer that offers investment opportunities in private companies including real estate, private equities, venture capital, hedge funds and real assets. Many of the investments I offer through Raintree are eligible for RRSPs, TFSAs and other registered fund types. As a Private Wealth Advisor with Raintree, I am dedicated to helping investors build their wealth responsibly through a… Show more I am a Private Wealth Advisor with Raintree Financial Solutions, an award winning Private Capital Market Dealer that offers investment opportunities in private companies including real estate, private equities, venture capital, hedge funds and real assets. Many of the investments I offer through Raintree are eligible for RRSPs, TFSAs and other registered fund types. As a Private Wealth Advisor with Raintree, I am dedicated to helping investors build their wealth responsibly through a variety of alternative investment opportunities and can also refer to Portfolio Managers for public market assets. For more information, please visit raintreeFS.com. Show less
  • Stevloc Management Inc.
    Private Capital Professional
    Stevloc Management Inc. Apr 2017 - Nov 2017
    Milton, Ontario
    STEVLOC Management Inc. is a registered Exempt Market Dealer. STEVLOC provides investors access to Private Capital Market investments. Our goal is to educate investors on investment opportunities typically unknown to the consumer market. We primarily focus on private investment opportunities which are suitable for qualified investors. As a Private Capital Professional, I have a professional commitment and responsibility of dealing honestly, acting in good faith and providing suitable… Show more STEVLOC Management Inc. is a registered Exempt Market Dealer. STEVLOC provides investors access to Private Capital Market investments. Our goal is to educate investors on investment opportunities typically unknown to the consumer market. We primarily focus on private investment opportunities which are suitable for qualified investors. As a Private Capital Professional, I have a professional commitment and responsibility of dealing honestly, acting in good faith and providing suitable guidance for every client. My role is to maximize the ability of our investors in achieving their investment goals. Show less
  • Ims Health (Canada)
    Senior Principal, Commercial Effectiveness Services
    Ims Health (Canada) Jan 2011 - Apr 2015
    Partner with clients to address business opportunities within the health care industry. Coach and develop consultant staff in creation of innovative, high quality and actionable deliverables.
  • Ims Health Consulting
    Country Principal
    Ims Health Consulting Mar 2010 - Jan 2011
    Mississauga, On
     Led Management Consulting group of approximately 40 employees in delivering custom consulting projects to healthcare clients (pharmaceutical companies, government bodies) Responsible for P&L across a diverse set of sales force and marketing related offerings
  • Ims Health
    Principal/Sr. Principal
    Ims Health 2004 - Mar 2010
    Mississauga, On
     Early member of Canadian MC consulting team helping to build skills, offerings, client reputation, culture Active participant in firm-building activities: recruiting, methodology development, Org Office taskforce Four time 100% Club winner with excellent OI margins on projects delivered Recognized for outstanding contribution: Award of Excellence (2005), Summit Award (2007)
  • Zs Associates
    Consultant/Manager
    Zs Associates 2000 - 2004
    Chicalgo, Il / Toronto, On
     One of seven people to launch ZS Associates Canadian office in May 2002; member of three person management team with direct responsibilities for client and business development, recruiting, people development, and internal staffing in addition to client engagement project management Promoted to Manager after only two years (average is three) Managed approximately 30 project teams in consulting engagements (ranging from two week to nine month timeframes, $5K - $300K+ budgets) across… Show more  One of seven people to launch ZS Associates Canadian office in May 2002; member of three person management team with direct responsibilities for client and business development, recruiting, people development, and internal staffing in addition to client engagement project management Promoted to Manager after only two years (average is three) Managed approximately 30 project teams in consulting engagements (ranging from two week to nine month timeframes, $5K - $300K+ budgets) across Canada and the United States Show less

Lynn Trevisan Skills

Management Consulting Segmentation Business Strategy Sales Effectiveness Strategic Planning Business Analytics Change Management Management Training Analytical Skills Strategic Consulting Private Equity Recruiting Sales Force Effectiveness Microsoft Excel Microsoft Powerpoint Salesforce.com Problem Solving Presentation Skills Working With Investors Market Entry Business Perspective Entrepreneurial Organizations

Lynn Trevisan Education Details

Frequently Asked Questions about Lynn Trevisan

What company does Lynn Trevisan work for?

Lynn Trevisan works for Raintree Financial Solutions

What is Lynn Trevisan's role at the current company?

Lynn Trevisan's current role is Changing the way Canadians think about investing their money | Private Market Investments | Portfolio Managed Funds.

What is Lynn Trevisan's email address?

Lynn Trevisan's email address is ly****@****ail.com

What is Lynn Trevisan's direct phone number?

Lynn Trevisan's direct phone number is +190546*****

What schools did Lynn Trevisan attend?

Lynn Trevisan attended Ivey Business School At Western University, Institute For Integrative Nutrition, University Of Waterloo.

What skills is Lynn Trevisan known for?

Lynn Trevisan has skills like Management Consulting, Segmentation, Business Strategy, Sales Effectiveness, Strategic Planning, Business Analytics, Change Management, Management, Training, Analytical Skills, Strategic Consulting, Private Equity.

Who are Lynn Trevisan's colleagues?

Lynn Trevisan's colleagues are Rabia Junaidi, Alain St Pierre, Art Reimer, Ray Derges, Al Vardy, Colleen Springler Cpa, Cga, David Demyen.

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