Trey McKee

Bachelor's

Finance

CLF Asset Management

Wealth Mangement Intern

Prepared customized retirement cash flow analyses and long-term financial plans using Excel, integrating client data on expenses, assets, and income to support advisor recommendations. Analyzed & built client portfolios using Morningstar Advisor Workstation to optimize asset allocation and design strategies, developed tailored investment strategies based on market trends, risk comfort, and client details. Completed trades & trade reviews on behalf of advisors using Orion, Charles Schwab, Advyson, & Excel.