Joel See holds a Bachelor's Degree in Finance and Economics, complementing his seven years of experience in the oil and gas industry. Within this dynamic sector, Joel has honed a robust skill set encompassing customer service, data analytics, and project management, granting him a deep understanding of industry intricacies.

In customer service, Joel excels in delivering exceptional experiences, ensuring client satisfaction through effective communication and problem-solving. His ability to forge and maintain strong client relationships has been instrumental in meeting their needs and elevating their service experience. His proficiency in analyzing complex datasets allows him to offer actionable recommendations, optimizing effective returns for clients.

His value and vision in assisting people with their finances revolve around trust and relationships. As a Wealth Portfolio Manager, he recognizes the importance of understanding clients' needs thoroughly, ensuring that the strategies devised are effective and beneficial in the long run.