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Pearly Lee Location
Singapore
Pearly Lee Work
2024 -now Certified Estate Planner @
2023 -now Senior Financial Services Manager @
2019 -2024 Estate and Succession Practitioner @
2019 -2023 Relationship Director @
2019 -2023 Director Of Sales, Financial Services @
2005 -2019 Senior Financial Consultant @
2003 -2005 Marketing Manager @
Pearly Lee Education
Monash University
Postgraduate Diploma (International Business)
1999-2000
Monash University
Bachelor’s Degree (Business Administration)
1996-1998
Pearly Lee Skills
Wealth Accumulation
Wealth Preservation Planning
Retirement Planning
Estate Planning
Health Insurance
Financial Planning
Life Insurance
Term Life Insurance
Education Savings
Investments
Mortgage Insurance
Cash Flow Analysis
Group Insurance
Financial Risk Management
Retirement Income Strategies
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 Wealth Accumulation, Wealth Preservation Planning, Retirement Planning, Estate Planning, Health Insurance and more. Pearly Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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