Lynn Sullivan Email & Phone Number
Portfolio Manager and Investment Advisor @ 3Macs, a division of Raymond James
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Lynn Sullivan Location
- Pointe-Claire, QC, CA
Lynn Sullivan Work
- 2011 -now Portfolio Manager and Investment Advisor @
- 2010 -2011 Sales and Marketing @
Lynn Sullivan Education
- McMaster University
Bachelor of Arts (BA) (Economics & Psychology)
1986-1989 - CEGEP - John Abbott College
Commerce
Lynn Sullivan Skills
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Strategic Financial
- Investments
- Social Media
- Asset Management
- Microsoft Excel
- Marketing Strategy
- Marketing Communications
- Finance
- Fixed Income
- Investment Advisory
- Asset Allocation
- Financial Analysis
- Retirement Planning
- Equities
- Mutual Funds
- Independent Financial Advice
- Holistic Financial Planning
- Financial Planning
- Wealth Management Services
Lynn Sullivan Summary
- Lynn Sullivan, based in Pointe-Claire, QC, CA, is currently a Portfolio Manager and Investment Advisor at MacDougall, MacDougall & MacTier Inc.. Lynn Sullivan brings experience from previous roles at Wellington West. Lynn Sullivan holds a 1986 - 1989 Bachelor of Arts (BA) in Economics & Psychology @ McMaster University. With a robust skill set that includes Wealth Management, Portfolio Management, Strategic Financial Planning, Investment Strategies, Strategic Financial and more. Lynn Sullivan has 1 emails on RocketReach.
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