DM
Dan Martin
Director - Transaction Advisory & Valuation at Mcqueen Financial Advisors
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Work Experience
Director - Transaction Advisory & Valuation
Jul 2017 - Present · 7 years and 6 months
Associate | Business Development (M&A)
Feb 2016 - May 2017 · 1 years and 3 months
Financial Analyst - Financial Planning & Analytics
Sep 2014 - Feb 2016 · 1 years and 5 months
Company Details
51-200 Employees
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.
Website
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
Contact Details
- Email AddressD**@m-f-a.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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