Charles Lee
About Charles Lee
Charles Lee is a Representative, Accounts at TD Ameritrade in Singapore, with a background in finance and experience in various roles including military service and business coordination.
Current Position at TD Ameritrade
Charles Lee has been working at TD Ameritrade as a Representative in Accounts since 2016. He operates out of the office located at 1 Temasek Avenue, #15-02 Millenia Tower, Singapore 039192. His responsibilities include conducting research assignments, issuing statements, and acting as a liaison between the Singapore team and the Chicago back office. In addition, he performs standard Customer Identification Procedures and Anti-Money Laundering checks.
Previous Experience with Republic of Singapore Air Force
Charles Lee served as a Dedicated Crew Chief with a leadership rank of 3rd Sergeant at the Republic of Singapore Air Force from 2012 to 2013. He was stationed at Changi Air Base during his one-year tenure. This role helped him develop leadership skills and an ability to manage technical responsibilities and personnel.
Educational Background in Finance
Charles Lee attended The University of Queensland where he pursued a Bachelor of Commerce (B.Com.) degree, specializing in Finance. He studied there from 2013 to 2015, completing his degree in two years. This academic background laid the foundation for his expertise in financial services roles.
Previous Role at Chop Kwong Hing
Charles Lee worked as a Business Coordinator at Chop Kwong Hing from 2011 to 2012. During his four-month stint, he was based in Kallang Basin Industrial Park, 74 Geylang Bahru, Singapore 339682. His role there involved coordinating various business activities, contributing to operational efficiencies.
Internship at Pulley Ascent Pte Ltd
In 2010, Charles Lee undertook an internship at Pulley Ascent Pte Ltd for three months in 79 Science Park Dr, Singapore 118264. During this period, he focused on lead generation and client development, gaining valuable experience in building customer relations and expanding business opportunities.