McQueen Financial Advisors
Kristie Horton is an experienced financial analyst with a strong background in data analysis and financial reporting. Currently serving as an Analyst at McQueen Financial Advisors, Inc. since March 2014, Kristie specializes in compiling and analyzing data related to financial institutions involved in merger acquisitions and creating valuations based on various financial components. Prior experience includes a position as Financial Analyst I at Hewlett-Packard from December 2011 to March 2014, where Kristie managed the annual Physical Inventory process and generated asset reports in SAP. Additionally, Kristie held the role of Accounts Payable Specialist at Steves Blinds and Wallpaper from February 2010 to December 2011, handling a high volume of invoices and reconciling vendor statements. Kristie holds a Master's Degree in Accounting and a Bachelor of Science in Accounting, both from the University of Phoenix.
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.