David Lee Email
Founder @ GenWealth
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David Lee Location
- Singapore
David Lee Work
- Founder @ (August 2024 - Present)
- Estate and Succession Planner @ (July 2023 - Present)
- Associate Director @ (July 2024 - Present)
- Independent Consultant @ Singapore Government Staff Credit Cooperative (January 2016 - October 2024)
- Senior Associate Director @ Infinity Financial Advisory (July 2023 - July 2024)
- Financial Services Manager @ (January 2018 - July 2023)
- Senior Financial Consultant @ (December 2015 - January 2018)
- Senior Financial Consultant @ (July 2013 - December 2015)
- Personal Financial Consultant @ (November 2011 - May 2013)
David Lee Education
- National University of Singapore
Bachelor of Science (B.Sc.) (Life Science)
2008-2011 - Jit Sin High School 2001-2007
David Lee Skills
- Acoustic Guitar
- Business Strategy
- Customer Service
- Entrepreneurship
- Equities
- Estate Planning
- Financial Advisory
- Financial Planning
- Holistic Financial Planning
- Investment Advisory
- Investments
- Microsoft Excel
- Mortgage Lending
- Music
- Performing Arts
- Personal Finance
- Piano
- Portfolio Management
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
David Lee Summary
- David Lee, based in Singapore, is currently a Founder at GenWealth. David Lee brings experience from previous roles at PreceptsGroup International, PFPFA, Singapore Government Staff Credit Cooperative and Infinity Financial Advisory. David Lee holds a 2008 - 2011 Bachelor of Science (B.Sc.) in Life Science @ National University of Singapore. With a robust skill set that includes Acoustic Guitar, Business Strategy, Customer Service, Entrepreneurship, Equities and more. David Lee has 2 emails on RocketReach.
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Top GenWealth Employees
David Lee
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