Keane, the industry’s leading provider of unclaimed property consulting, unclaimed property reporting, and customized communications services, is proud to welcome Bill Wallace as a Project Manager/Securities Industry Specialist in Keane’s National Consulting & Advisory Services Group.
For the past twenty-five years Wallace has been heavily involved in the Securities Industry, and in particular, with unclaimed property compliance responsibilities. Prior to joining Keane, Wallace was a Senior Associate at JP Morgan Clearing Corporation, serving as Manager of Abandoned Property Services and Asset Recovery.
“We are thrilled to welcome Bill to our consulting team and look forward to working with a professional of his caliber,” said Valerie Jundt, Keane Managing Director. “His securities expertise will be an invaluable asset for our clients, especially as the number of unclaimed property audits and proactive compliance assessments has increased within the broker-dealer community.”
Wallace has established an influential presence in both the unclaimed property and securities communities through his professional affiliations and leadership positions. As a member of the Unclaimed Property Professionals Organization (UPPO), Wallace served as co-chair of the e-Learning sub-committee. He also served as co-chair of the Security Industry and Financial Market Association (SIFMA) Unclaimed Property Task Force and as a holder representative on a sub-committee sponsored by the National Association of Unclaimed Property State Administrators (NAUPA).
“It is a privilege to work with such a diverse and reputable team of unclaimed property professionals. I am very excited to join the Keane Consulting Team and participating in a new role as a consultant to serve the Securities Industry.” said Wallace.
Previously Wallace served as the Vice President of Risk Operations at Lehman Brothers Inc. where he was responsible for tax operations, retirement accounts, and abandoned property reporting. Wallace also managed statement and asset management operations and asset recovery during his career.
Wallace holds a Bachelor of Arts in Marketing from the University of Bridgeport and a Master of Business Administration from Adelphi University.
About Keane Unclaimed Property
Keane is the country’s leading provider of comprehensive unclaimed property solutions. From customized communication programs to in-depth consulting and annual compliance outsourcing, no other firm offers Keane’s complete suite of unclaimed property services. Keane provides corporations, mutual funds, banks, brokerages, insurance companies and transfer agents with a full suite of professional services. Each Keane service helps clients ensure compliance, reduce costs, protect shareholders, or retain customers while successfully navigating the complexities of unclaimed property regulations. Keane employs more than 180 people across the country in its New York, NY headquarters, main operating facility in King of Prussia, PA, and various satellite offices. For more information on Keane, please visit www.KeaneUP.com.