Pearly Lee Email & Phone Number
Certified Estate Planner @ getArrange.com
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Pearly Lee Location
- Singapore
Pearly Lee Work
- Certified Estate Planner @ (August 2024 - Present)
- Senior Financial Services Manager @ (September 2023 - Present)
- Estate and Succession Practitioner @ (April 2019 - April 2024)
- Relationship Director @ (December 2019 - September 2023)
- Director Of Sales, Financial Services @ (December 2019 - September 2023)
- Senior Financial Consultant @ Prudential Assurance Company Singapore (September 2005 - December 2019)
- Marketing Manager @ (May 2003 - August 2005)
Pearly Lee Education
- Monash University
Postgraduate Diploma (International Business)
1999-2000 - Monash University
Bachelor’s Degree (Business Administration)
1996-1998
Pearly Lee Skills
- Cash Flow Analysis
- Education Savings
- Estate Planning
- Financial Planning
- Financial Risk Management
- Group Insurance
- Health Insurance
- Investments
- Life Insurance
- Mortgage Insurance
- Retirement Income Strategies
- Retirement Planning
- Term Life Insurance
- Wealth Accumulation
- Wealth Preservation Planning
- Accounting
- Microsoft Office
- Marketing Strategy
- Microsoft Excel
Pearly Lee Summary
- Pearly Lee, based in Singapore, is currently a Certified Estate Planner at getArrange.com. Pearly Lee brings experience from previous roles at Singlife Financial Advisers, Precepts Legacy Pte Ltd, Summit Planners Pte Ltd and Manulife Financial Advisers Pte Ltd. Pearly Lee holds a 1999 - 2000 Postgraduate Diploma in International Business @ Monash University. With a robust skill set that includes Cash Flow Analysis, Education Savings, Estate Planning, Financial Planning, Financial Risk Management and more. Pearly Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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