Abandoned & Unclaimed Property
Dan brings over 20 years of consulting experience both in public accounting and private industry to his role as partner at Unclaimed Property Consulting & Reporting, LLC (UPCR). Dan's knowledge and technical expertise in the unclaimed property area allow him to deliver a wide variety of unclaimed property consulting services including unclaimed property compliance solutions, risk mitigation, data and statistical analysis, process improvement assistance, voluntary disclosure representation, and audit defense and management services. Dan has provided unclaimed property compliance and consulting services to numerous mid-size to Fortune 500 companies in various industries including banking, financial, broker/dealer, healthcare, life insurance, property and casualty insurance, manufacturing, pharmaceutical, retail services, and wholesale. In addition, he has extensive expertise in unclaimed property technical matters related to merger and acquisition due diligence and disclosure requirements.
Prior to UPCR, Dan served as a Director for APS LLC and the Southeast Director of Unclaimed Funds Advisory Services for Ernst & Young LLP. Dan also worked for several years with Merrill Lynch & Co., Georgia-Pacific Corporation and Arthur Andersen in various corporate accounting and consulting capacities. Dan is a frequent speaker at business / trade associations, unclaimed property conferences and industry technical webinars.
Dan earned his B.B.A. in Accounting / Finance from the University of Georgia - Terry College of Business. Dan is actively involved in the Unclaimed Property Professionals Organization participating on a special project commissioned by the GRAC Committee and having previously served on the Finance Committee.