AeroLeads people directory · profile
Ian Lee Email & Phone Number
Practice Mentor
at
finexis advisory Pte Ltd
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Practice Mentor
Location
Singapore, Singapore, Singapore
Who is Ian Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
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.
Company email context
Email format at finexis advisory Pte Ltd
This section adds company-level context without repeating Ian Lee's masked contact details.
finexis advisory Pte Ltd
Review company-level records connected to Ian Lee before choosing the right outreach path.
Profile bio
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.
Current workplace
Ian Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Ian Lee work experience
A career timeline built from the work history available for this profile.
Apr 2023 - Present
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.
Jan 2017 - Apr 2023
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
Jan 2013 - Jan 2017
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
Jan 2011 - Jan 2013
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
Jan 2010 - Jan 2011
Apr 2006 - Apr 2010
Jan 2004 - Mar 2006
5 education records
Ian Lee education
Diploma In Engineering Informatics
Education record
Education record
Education record
Anglo Chinese School Barker Road
FAQ
Frequently asked questions about Ian Lee
Quick answers generated from the profile data available on this page.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ian Lee you were looking for.
View similar profiles
