2003 -
now Rockwills Estate Planner @ Rockwills Trustee Berhad
1995 -
1997 Company Trainer @ American International Assurance, Ltd.
Khee Lee Education
The American College of Financial Services
Chartered Financial Consultant, ChFC, financial & investing planning for business owners & professionals (financial & investing planning for business owners & professionals)
2003
-
2003
Financial Planning Association of Malaysia
CFP Professional
2002
-
2003
The American College of Financial Services
Chartered Life Underwriter, Financial Planning and Services (Financial Planning and Services)
2000
-
2003
CFP Board
Certified Finanical Planner (CFP), financial & investing planning for high income individuals (financial & investing planning for high income individuals)
2002
-
2002
The American College of Financial Services
Chartered Life Underwriter, CLU, Estate Planning for business owners and professionals
2001
-
2002
The American College of Financial Services
Chartered Financial Consultant, ChFC, Financial Planning and Services
2000
-
2002
Life Office Management Institute (LOMA)
Fellow, Life Management Institute (FLMI), Life office management (Life office management)
1996
-
1997
Life Office Management Association (LOMA)
Fellow, Life Management Institute (FLMI)
1995
-
1997
National University of Singapore
Bachelor of Arts (BA1992), Majors: Political Science & Psychology with minors in Economics and Malay Studies (Double majorin in political science & psychology, (minor in economics & malay studies))
1989
-
1992
National University of Singapore
Bachelor of Arts - BA, Double majorin in political science & psychology, (minor in economics & malay studies)
1989
-
1992
Khee Lee Skills
Wealth Management
Financial Advisory
Estate Planning
Investments
Strategic Financial Planning
Trusts
Mutual Funds
Retirement Planning
Life Insurance
Financial Services
Risk Management
Wealth
Retirement
Insurance
Relationship Management
Strategy
Business Strategy
Business Development
Marketing
Khee Lee Summary
Khee Lee, based in Malaysia, is currently a Rockwills Estate Planner at Rockwills Trustee Berhad. Khee Lee brings experience from previous roles at American International Assurance, Ltd.. Khee Lee holds a 2003 - 2003 Chartered Financial Consultant, ChFC, financial & investing planning for business owners & professionals in financial & investing planning for business owners & professionals @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Financial Advisory, Estate Planning, Investments, Strategic Financial Planning and more. Khee Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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