Brent McKee

Associate Wealth Advisor @Focus Partners

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Associate Wealth Advisor @Focus Partners

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Portland, OR, US

Development and implementation of financial planning solutions for clients; complex research and financial analysis related to those solutions-Advanced understanding of investments, taxation, and estate planning-Direct and active communication with clients-Federal and state income tax planning.

EDUCATION

2007 — 2011

Bushnell University

Bachelor Degree, Accounting; Accounting Information Systems

SKILLS

AuditingQuickbooksMicrosoft ExcelTaxTeamworkSports CoachingFinancial ReportingAccount ReconciliationGaapAccounts PayableIntercultural CommunicationBilingual-SpanishOutlookIpoMicrosoft WordEmployee BenefitsSports ManagementTax PreparationAccountingFinancial StatementsFixed AssetsCustomer ServiceData EntryAccounts ReceivableFinancial AccountingNon-ProfitsInternal ControlsMicrosoft OfficeSec FilingsFast LearnerNonprofitsCpaDiligentComputersGeneral LedgerFinancial AnalysisCost AccountingPayrollTime Management

ABOUT BRENT MCKEE

I have broad experience working with a variety of clients from different industries including high-tech manufacturing, healthcare, financial institutions, non-profits, and construction, among others. I have extensive experience working on audits of publicly traded and privately held companies. I\'ve successfully completed the Uniform CPA Exam and am licensed in the state of Oregon.

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Brent McKee — Associate Wealth Advisor at Focus Partners in Portland, OR, US | Unifers