McQueen Financial Advisors
Perry Gaddis has a diverse work experience spanning over several years. Perry currently holds the position of Director of IT at McQueen Financial Advisors since January 2023, and prior to this, they served as a Senior Business Analyst for the same company starting from October 2020. From May 2014 to October 2020, Perry worked at Atos Syntel as a State Street Global Markets - Risk IT Business Analyst. Before that, they were employed at AlphaMetrix, where they held the roles of Senior Risk Analyst from August 2013 to April 2014 and Risk Analyst from January 2010 to August 2013. Perry also had experience at Brill St. & Company as a Management Consulting - Finance professional from May 2008 to March 2010 and at Chase as a Business Banking Officer from April 2006 to April 2007.
Perry Gaddis obtained an MBA in Finance from the DePaul Driehaus College of Business, where they studied from 2007 to 2009. Prior to that, they earned a BA in Biology from Washington & Jefferson College, studying from 1997 to 2001. In addition to their degrees, Perry Gaddis also holds a certification in Python Basics from Mettl. The year of obtaining the certification is not provided.
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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.