Lynn Trevisan
Private Wealth Advisor at Raintree Financial Solutions- Claim this Profile
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Experience
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Raintree Financial Solutions
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Canada
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Financial Services
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1 - 100 Employee
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Private Wealth Advisor
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Nov 2017 - Present
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
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Private Capital Professional
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Apr 2017 - Nov 2017
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
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Senior Principal, Commercial Effectiveness Services
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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.
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Country Principal
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Mar 2010 - Jan 2011
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
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Principal/Sr. Principal
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2004 - Mar 2010
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)
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ZS Associates
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Pakistan
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Construction
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1 - 100 Employee
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Consultant/Manager
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2000 - 2004
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
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Education
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Ivey Business School at Western University
MBA, Graduated with Distinction (Dean’s list both years); GMAT: 740, 99th percentile -
Institute for Integrative Nutrition
Certified Health Coach -
University of Waterloo
BASc, Chemical Engineering