McQueen Financial Advisors
Jim Craven started their work experience in 1983 at J.P. Morgan, where they held the role of Director until 2006. In 2006, they joined Fifth Third Bank as a Vice President for an unspecified duration. In 2007, Jim began working at McQueen Financial Advisors, Inc. as a Vice President. In this role, they developed various asset liability management models and consulted with clients on interest rate risk mitigation strategies, valuations, and regulatory topics. Jim's valuation experience includes mortgage servicing rights, bank goodwill impairment testing, closely held company stock, and illiquid securities.
Jim Craven attended Eastern Michigan University from 1979 to 1983, where they earned a Bachelor of Science (BS) degree in Management.
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.