McQueen Financial Advisors
Stephanie Ivanaj has a diverse professional background, currently serving as the Controller at McQueen Financial Advisors since February 2020, where previous roles included Senior Accountant and Accounting Assistant. Prior experience includes working as a Bookkeeper at D.A.M. Taxes LLC from June 2017 to October 2019, specializing in the preparation of financial statements and payroll management. Earlier in their career, Stephanie was a Nursing Assistant at Beaumont Health from June 2014 to July 2016, assisting registered nurses with patient monitoring and care. Stephanie holds a Bachelor's degree in Business Administration and Management from Walsh College and an Associate's degree in the same field from Oakland Community College.
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.