McQueen Financial Advisors
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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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financial institutions, asset liability management, investment portfolio management, mortgage servicing rights valuations, cecl reporting, merger valuations, alternative investment portfolio management
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