Profil
Marcus Lee worked as a Relationship Manager at United Overseas Bank (China) Ltd.
from 2007 to 2008.
He then worked as a Financial Consultant at Finexis Advisory Pte Ltd.
from 2008 to 2017.
After that, he worked as a Financial Consultant at Charles Schwab from 2017 to 2020.
In 2020, he briefly worked as a Client Experience Lead at endow.us Pte Ltd.
before becoming the Head of Sales at Hatcher Plus Pte Ltd.
Mr. Lee received his undergraduate degree from The University of Western Australia in 2007.
Anciens postes connus de Marcus Lee
| Sociétés | Poste | Fin |
|---|---|---|
endow.us Pte Ltd.
 endow.us Pte Ltd. Investment ManagersFinance Endow.us Pte Ltd. is a fee-only wealth platform based in Singapore, Singapore. The Singaporean company offers intelligent investment portfolios built by experts and customized to clients' goals. The company is licensed by MAS and have won awards for their services. Endow.us Pte Ltd. was founded by You Ning Sun and Gregory Van, with Gregory Van serving as CEO since incorporation. | Corporate Officer/Principal | 01/09/2020 |
| Charles Schwab | Consultant / Advisor | 01/03/2020 |
Finexis Advisory Pte Ltd.
 Finexis Advisory Pte Ltd. Investment ManagersFinance Finexis Advisory Pte Ltd is a client-focused financial advisory firm based in Singapore, Singapore. The Singaporean company offers personalized solutions to help clients achieve their life goals and partners with them in their journey towards fulfilling their dreams. The private company provides transparent and jargon-free guidance to ensure clients understand the tailored solutions that meet their needs. Finexis collaborates with strategic product partners to offer an extensive suite of products, offerings, and services to meet clients' diverse needs. The company is not funded or backed by any particular insurance provider, private equity, or listed company, allowing them to act in the best interests of their clients at all times. | Consultant / Advisor | 01/10/2017 |
United Overseas Bank (China) Ltd.
 United Overseas Bank (China) Ltd. Major BanksFinance Part of United Overseas Bank Ltd. (Singapore), United Overseas Bank (China) Ltd. is a provider of international commercial banking services. The company is based in Shanghai, China. The Chinese company was founded in 2007. Moo Tan Foo has been the CEO of the company since 2016. | Sales & Marketing | 01/10/2008 |
Hatcher Plus Pte Ltd.
 Hatcher Plus Pte Ltd. Investment ManagersFinance Hatcher Plus Pte Ltd. (Hatcher Plus) is a venture capital firm founded in 2014 by Harveen Narulla and John Sharp. The firm is headquartered in Singapore. | Sales & Marketing | - |
Formation de Marcus Lee
| The University of Western Australia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
United Overseas Bank (China) Ltd.
United Overseas Bank (China) Ltd. Major BanksFinance Part of United Overseas Bank Ltd. (Singapore), United Overseas Bank (China) Ltd. is a provider of international commercial banking services. The company is based in Shanghai, China. The Chinese company was founded in 2007. Moo Tan Foo has been the CEO of the company since 2016. | Finance |
Finexis Advisory Pte Ltd.
Finexis Advisory Pte Ltd. Investment ManagersFinance Finexis Advisory Pte Ltd is a client-focused financial advisory firm based in Singapore, Singapore. The Singaporean company offers personalized solutions to help clients achieve their life goals and partners with them in their journey towards fulfilling their dreams. The private company provides transparent and jargon-free guidance to ensure clients understand the tailored solutions that meet their needs. Finexis collaborates with strategic product partners to offer an extensive suite of products, offerings, and services to meet clients' diverse needs. The company is not funded or backed by any particular insurance provider, private equity, or listed company, allowing them to act in the best interests of their clients at all times. | Finance |
Hatcher Plus Pte Ltd.
Hatcher Plus Pte Ltd. Investment ManagersFinance Hatcher Plus Pte Ltd. (Hatcher Plus) is a venture capital firm founded in 2014 by Harveen Narulla and John Sharp. The firm is headquartered in Singapore. | Finance |
endow.us Pte Ltd.
endow.us Pte Ltd. Investment ManagersFinance Endow.us Pte Ltd. is a fee-only wealth platform based in Singapore, Singapore. The Singaporean company offers intelligent investment portfolios built by experts and customized to clients' goals. The company is licensed by MAS and have won awards for their services. Endow.us Pte Ltd. was founded by You Ning Sun and Gregory Van, with Gregory Van serving as CEO since incorporation. | Finance |
| Charles Schwab | Finance |
