Mcqueen Financial Advisors
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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Verified contacts
50
available on Kipplo
LinkedIn employees
55
51 to 200 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
3
tools in use
Monthly traffic
51
organic / mo
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Decision-makers and verified team members
50 contacts with verified email or phone · masked until revealed.
- PM
Patrick M. McQueen
Managing Director · General Business & Management
EmailPhone - JC
Jim Craven
Vice President · General Business & Management
EmailPhone - KH
Kristie Horton
Lead Alm Analyst · Finance & Accounting
EmailPhone - ZB
Zack Brown
Fixed Income Portfolio Manager · Finance & Accounting
EmailPhone - BB
Brandon Braumuller
Modeling Analyst · Finance & Accounting
EmailPhone - DM
Danielle McLellan
Marketing Coordinator · Advertising & Marketing
EmailPhone - GB
Grant Beauchamp
Analyst · Finance & Accounting
EmailPhone - JM
Jim Mathews
Senior Advisor · General Business & Management
EmailPhone - LG
Lynn Goldberg
Admin · Operations
EmailPhone
Showing 9 of 50 verified contacts
Top roles at Mcqueen Financial Advisors
32 distinct titles indexed · top 10 shown.
- 4analyst
- 4financial analyst
- 4senior financial analyst
- 2financial advisor
- 2financial analyst i
- 2investment banking analyst
- 2investment operations associate
- 2senior advisor
- 1()
- 1admin
- +22more titles
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