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McQueen Financial Advisors jobs and careers

Clawson, MI, United States

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About 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.

AccountingBankingInvestment ManagementFinanceFinancial ServicesMortgage
Founded
1999
Employees
125
Headquarters
Clawson

Leadership

The top of McQueen Financial Advisors's org chart, with how many people report into each leader.

CMPhoto of Charley McQueen

Charley McQueen

President & CEO

31 reports

PMPhoto of Patrick M. McQueen

Patrick M. McQueen

Managing Director

20 reports

HS

Heather Schepperly

Chief Data & Modeling Officer

4 reports

CSPhoto of Craig Sicilia

Craig Sicilia

Chief Investment Officer And Managing Director

2 reports

MS

Micki Schueler

Senior Vice President of Sales

EDPhoto of Emma Davis

Emma Davis

Executive Assistant and Conference Planner

Jobs at McQueen Financial Advisors

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