Kathleen Jade Kee
Director/Board Member at Portland Metro Chamber
Profile
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.
Kathleen Jade Kee active positions
| Companies | Position | Start |
|---|---|---|
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. | Director/Board Member | - |
Former positions of Kathleen Jade Kee
| Companies | Position | End |
|---|---|---|
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. | Chief Executive Officer | 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 | - |
Training of Kathleen Jade Kee
| Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
- Stock Market
- Insiders
- Kathleen Jade Kee
