Joseph Lee

Vice President, Retirement Plan Director at TransGlobal

Joseph Lee is the Vice President, Retirement Plan Director at TransGlobal Holding. Joseph has over 20 years of experience in the financial industry, including 10 years as a financial planner. Joseph has also taught CFP courses for the Financial Standard Commission in Beijing. Joseph Lee is a Certified Financial Planner and has a degree in Economics from the University of California, Berkeley.

Joseph Lee works with Icy Chua - Executive Assistant, Mortgage Coordinator, William Kin - Controller, and Wei Yu - Sr. Executive Assistant, Director of Education. Joseph Lee reports to Philip Hu, Founder, President & Chief Executive Officer.

Timeline

  • Vice President, Retirement Plan Director

    Current role

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