Kathleen Jade Kee
Directeur/Membre du Conseil chez Portland Metro Chamber
Profil
Kathleen Jade Kee is currently a Director at Portland Metro Chamber.
Previously, she worked as a Partner & Chief Executive Officer at CWM Retiring LLC from 2011 to 2020.
She also worked as a Principal at Pacific Investment Advisors LLC.
Ms. Kee obtained an undergraduate degree from Oregon State University.
Postes actifs de Kathleen Jade Kee
Sociétés | Poste | Début |
---|---|---|
Portland Metro Chamber
Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Portland Metro Chamber provides business resource services. Its program offers Alaska airlines referral program, emergency professional of Portland leadership in Portland, and public service training program. The company was founded on April 25, 2002 and is headquartered in Portland, OR. | Directeur/Membre du Conseil | - |
Anciens postes connus de Kathleen Jade Kee
Sociétés | Poste | Fin |
---|---|---|
CWM Retiring LLC
CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | Directeur Général | 01/11/2020 |
Pacific Investment Advisors LLC
Pacific Investment Advisors LLC Investment ManagersFinance Pacific Investment Advisors LLC provided investment advice. The company was headquartered in Portland, OR. | Corporate Officer/Principal | - |
Formation de Kathleen Jade Kee
Oregon State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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CWM Retiring LLC
CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | Finance |
Pacific Investment Advisors LLC
Pacific Investment Advisors LLC Investment ManagersFinance Pacific Investment Advisors LLC provided investment advice. The company was headquartered in Portland, OR. | Finance |
Portland Metro Chamber
Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Portland Metro Chamber provides business resource services. Its program offers Alaska airlines referral program, emergency professional of Portland leadership in Portland, and public service training program. The company was founded on April 25, 2002 and is headquartered in Portland, OR. | Commercial Services |