Ian Lee Email & Phone Number
Who is Ian Lee? Overview
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Ian Lee is listed as Practice Mentor at finexis advisory Pte Ltd, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Ian Lee.
Ian Lee previously worked as Associate Director at Finexis Advisory Pte Ltd and Executive Financial Consultant at Finexis Advisory Pte Ltd. Ian Lee holds Diploma In Engineering Informatics from Nanyang Polytechnic.
Email format at finexis advisory Pte Ltd
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About Ian Lee
At the forefront of legacy and business continuity planning, my expertise lies in safeguarding the financial futures of high-networth individuals and corporations. Navigating clients through the complexities of personal and corporate risk management, I've honed a precise skill set in employee benefits design and long-term care insurance.With a consistent track record as an MDRT qualifier and a history of elite industry recognition, my commitment extends beyond financial planning. Partnering with finexis advisory, we've achieved significant milestones in new-born health and education financial planning, ensuring robust financial solutions tailored to evolving client needs.
Listed skills include Personal Wealth Management, Finance, Retirement Planning, Wealth, and 5 others.
Ian Lee's current company
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Ian Lee work experience
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Associate Director
Million Dollar Round Table 2017-2022Elite Gold 2017-2019,2022Mentoring individuals who are hungry to learn and succeed.Legacy Planning- High-Networth Individuals- Business continuationInsurance Planning-Personal Risk Management -New-Born Health and Education Financial planningRetirement Planning- Personal Retirement - Corporate Retirement/Pension.
Executive Financial Consultant
Million Dollar Round Table 2015 2016Elite Gold 2015 2016Insurance Planning-Personal Risk Management -New-Born Health and Education Financial planningRetirement Planning- Personal Retirement - Corporate Retirement/Pension PlanningLegacy Planning- High Networth Individuals- Business continuationCorporate Group Life & Health insurance planning
Senior Financial Consultant
Insurance Planning-Personal Risk Management -New-Born Health and Education Financial planningRetirement Planning- Personal Retirement - Corporate Retirement/Pension PlanningLegacy Planning- High Networth Individuals- Business continuationCorporate Group Life & Health insurance planning
Financial Consultant
Insurance Planning-Personal Risk Management -New-Born Health and Education Financial planningRetirement Planning- Personal Retirement - Corporate Retirement/Pension PlanningLegacy Planning- High Networth Individuals- Business continuationCorporate Group Life & Health insurance planning
Ian Lee education
Diploma In Engineering Informatics
Education record
Education record
Education record
Frequently asked questions about Ian Lee
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What company does Ian Lee work for?
Ian Lee works for finexis advisory Pte Ltd.
What is Ian Lee's role at finexis advisory Pte Ltd?
Ian Lee is listed as Practice Mentor at finexis advisory Pte Ltd.
Where is Ian Lee based?
Ian Lee is based in Singapore, Singapore, Singapore while working with finexis advisory Pte Ltd.
What companies has Ian Lee worked for?
Ian Lee has worked for Finexis Advisory Pte Ltd, Singapore Airlines, and Playworks Pte Ltd.
How can I contact Ian Lee?
You can use AeroLeads to view verified contact signals for Ian Lee at finexis advisory Pte Ltd, including work email, phone, and LinkedIn data when available.
What schools did Ian Lee attend?
Ian Lee holds Diploma In Engineering Informatics from Nanyang Polytechnic.
What skills is Ian Lee known for?
Ian Lee is listed with skills including Personal Wealth Management, Finance, Retirement Planning, Wealth, Investments, Business Strategy, Mergers, and Portfolio Management.
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