McQueen Financial Advisors
Financial ServicesView the employees at
McQueen Financial Advisors-
Matthew Behar Senior Asset / Liability Management Consultant at McQueen Financial Advisors, Inc.
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Schenectady, New York, United States
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Top 5%
Samiksha Singhai Salesforce Administrator | Quality Business Analyst at McQueen Financial Advisors-
Rochester, Michigan, United States
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Rising Star
Erin Tabb Analytics Manager & Financial Analyst at McQueen Financial Advisors, Inc.-
Rising Star
Garrett Mosqueda Financial Analyst at McQueen Financial Advisors-
Auburn Hills
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Rising Star
Overview
Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.
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