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Swan Lee Location
Valenzuela, NCR, PH
Swan Lee Work
2000 -now financial advisor @
2000 -now financial advisor @ Sun Life Financial (phils)
2000 -now financial advisor @ Sun Life Financial (Phils)
Swan Lee Education
St. Stephen's High School
(major in marketing)
1966-1969
Far Eastern University
BSC (major in marketing)
Far Eastern University
BSE (Marketing)
Swan Lee Skills
Investments
Insurance
Financial Planning
Retirement Planning
Wealth Management
Mutual Funds
Financial Analysis
Financial Services
Portfolio Management
Microsoft Office
Financial Reporting
Project Management
Training
Finance
Swan Lee Summary
Swan Lee, based in Valenzuela, NCR, PH, is currently a financial advisor at Sun Life Financial. Swan Lee brings experience from previous roles at Sun Life Financial (phils) and Sun Life Financial (Phils). Swan Lee holds a 1966 - 1969 St. Stephen's High School. With a robust skill set that includes Investments, Insurance, Financial Planning, Retirement Planning, Wealth Management and more. Swan Lee has 2 emails on RocketReach.
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