Woon Lee Email & Phone Number
Managing Director and Group Head of Wealth Planning Family Office and Insurance Solutions @ DBS Bank
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Woon Lee Location
- Singapore
Woon Lee Work
- Managing Director and Group Head of Wealth Planning Family Office and Insurance Solutions @ (March 2019 - Present)
- Adjunct Associate Professor @ (October 2017 - Present)
- Managing Director and Head of Wealth Planning Trust and Insurance @ (January 2010 - March 2019)
- Head of Wealth Planning Trust and Insurance @ ING Asia Private Bank (March 2004 - January 2010)
- Vice President, Regional Banker @ Merrill Lynch (June 2000 - February 2004)
Woon Lee Education
- Yale University
(Business Administration and Management, General)
2024-2024 - Society of Trust & Estate Practitioners
Advanced Certificate in Advising the Family Business
2020-2020 - Society of Trust & Estate Practitioners
Advanced Certificate in Family Business Governance
2020-2020 - NATIONAL UNIVERSITY OF SINGAPORE
LL.B (HONS) (LAW)
1991-1995
Woon Lee Skills
- Private Banking
- Insurance
- Wealth Management Services
- Asset Managment
- Investment Advisory
- Investments
- Portfolio Management
- Banking
- Asset Allocation
- Estate Planning
- Securities
- Equities
- Alternative Investments
- Structured Products
- Asset Management
- Trusts
- Private Equity
- Strategic Financial Planning
- Wealth
- Financial Planning
- Management
- Sales
- Leadership
- Higher Education
- Public Speaking
- Wealth Management
Woon Lee Summary
- Woon Lee, based in Singapore, is currently a Managing Director and Group Head of Wealth Planning Family Office and Insurance Solutions at DBS Bank. Woon Lee brings experience from previous roles at Nanyang Technological University, Bank of Singapore, Asia's Global Private Bank, ING Asia Private Bank and Merrill Lynch. Woon Lee holds a 2024 - 2024 Yale University. With a robust skill set that includes Private Banking, Insurance, Wealth Management Services, Asset Managment, Investment Advisory and more. Woon Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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