Haventree Bank
Alaina Yan, CA, CPA (Illinois), has a diverse work experience spanning over 10 years. Alaina started their career at Ernst & Young in 2006, working as a Manager until 2012. Following that, they joined Onex as a Senior Associate Finance for a year. In 2013, they transitioned to Haventree Bank, initially serving as the Corporate Controller until 2017, and then moving into the role of Vice President Finance. The specific duration of their tenure in each role at Haventree Bank is not provided.
Alaina Yan, CA, CPA (Illinois), holds a Masters degree in Accounting from the University of Waterloo, which they obtained in 2009. Prior to that, they completed their Bachelors degree in Mathematics at the same university, graduating in 2008. Alongside their education, they have acquired several certifications. In 2011, they obtained a Chartered Accountant certification from the Institute of Chartered Accountants of Ontario. In 2013, they became a Certified Public Accountant through the State of Illinois Department of Financial and Professional Regulation. Additionally, they completed the Rotman-Odgers Berndtson CFO Leadership Program at the University of Toronto - Rotman School of Management in May 2023.
Haventree Bank
Haventree Bank is a federally regulated financial institution that provides residential mortgage solutions. Haventree Bank originates mortgages through the mortgage broker channel and is a member of the Canada Deposit Insurance Corporation (“CDIC”). At Haventree Bank, we believe in: Client service - Our firm is organized around your needs. We practice quick response times, offer dedicated relationship managers and online tools. We employ innovative solutions that are customized to your business and regulatory requirements. Experience and skills We have an experienced team that understands your needs and is able to work alongside you to accomplish what needs to be done. We are able to quickly assess complex situations and mitigate potential risk. Commitment to partnership We understand the value of a strong partnership and are committed to your success. Our goal is to build long-term, sustainable relationships with our clients and grow with them.