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Bio of |
 Donald Lee |
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Vice President, Personal Financial Services |
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Donald Lee, Vice President of Personal Financial Services at GYC, holds an MBA specializing in Finance & Investments from the University of Illinois, Urbana-Champaign, USA. Before graduation, he was already presented with a rare and prestigious job offer to join Merrill Lynch (USA), previously the worlds largest investment bank.
As a trusted wealth management consultant to the banks highly prized high net worth (HNW) clients, he was responsible for growing the clients' wealth. There he achieved high levels of client satisfaction. He conducted thorough research which enabled him to formulate the most appropriate personalized asset allocation and diversification strategies. He followed through by successfully executing the strategies utilizing sophisticated portfolio management techniques for best risk adjusted returns.
In Merrill Lynch, he also advised corporate clients in specialized areas such as structuring and management of employees 401K pension funds, achieving maximum benefits for both the corporations and employees.
For more than 13 years, he was a hands-on business & financial consultant to start-up businesses & small medium enterprises (SMEs). His extensive experience involves business conceptualization, conducting feasibility studies, development of best practice business models, achieving operational excellence & cost effectiveness, profitability analysis, optimal cash flow leveraging SME loans etc. He is also skilled in setting up joint venture companies (JVs) especially those involving foreign entities, multi-parties structure and complex share holding arrangements.
With his extensive financial background & dedication to his profession and clients, he is aptly suited to provide comprehensive financial planning and advice.
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