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Dan Frilot
Senior Alm Advisor at Mcqueen Financial Advisors
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Work Experience
Senior Alm Advisor
Jun 2019 - Present · 5 years and 7 months
balance sheet solutions, llc
Jan 2011 - Present · 14 years
Svp, Alm Risk Management At Balance Sheet Solutions, Llc
Jan 2013 - Present · 12 years
Senior Asset-Liability Management Consultant
Jan 2011 - Dec 2012 · 1 years and 11 months
Company Details
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.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1239 Anderson Rd Clawson, Michigan 48017, US
Keywords
Financial InstitutionsAsset Liability ManagementInvestment Portfolio ManagementMortgage Servicing Rights ValuationsCECL ReportingMerger ValuationsAlternative Investment Portfolio Management
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