Sherry Li
Senior Relationship Manager at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Bio
Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Senior Relationship Manager
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May 2014 - Present
Certified Financial Planner (CFP), Master in Business Administration (MBA) Extensive financial planning knowledge and experience since 2014, specialized in - Investment and Insurance Planning - Education and Retirement Planning - Tax, Estate and Legacy Planning Certified Financial Planner (CFP), Master in Business Administration (MBA) Extensive financial planning knowledge and experience since 2014, specialized in - Investment and Insurance Planning - Education and Retirement Planning - Tax, Estate and Legacy Planning
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Singapore University of Social Sciences (SUSS)
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Singapore
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Higher Education
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700 & Above Employee
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Assistant Manager
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Sep 2009 - May 2022
Worked in the Fintech and Blockchain Group, School of Business, Provost Office, and School of Humanity and Behavior Science. Programme Management, Event Management, full academic administration, and operation management. Worked in the Fintech and Blockchain Group, School of Business, Provost Office, and School of Humanity and Behavior Science. Programme Management, Event Management, full academic administration, and operation management.
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Education
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University of Southern Queensland
Master of Business Administration - MBA, Business Administration and Management, General -
University of Southern Queensland
Postgraduate Degree, Business, Management, Marketing, and Related Support Services