We are excited and grateful to have two of our very own recognized in this years Unclaimed Property Professionals Organization awards!
Brian McCarthy received the UPPO Shining Star award this year for his contributions to UPPO’s Government Relations and Advocacy Committee (GRAC). Brian McCarthy is a Senior Manager in Keane’s Consulting Team. He is a subject matter expert in unclaimed property and the financial services industry with over 12 years of experience managing unclaimed property within the broker-dealer and investment banking sectors. In addition to his expertise in the Brokerage and Securities industries, Brian is well-versed in both Date of Last Contact Testing as well as maintaining compliance with SEC 17AD-17 regulations, and is seasoned in multi-state audits as well as voluntary disclosure agreements.
Debbie Zumoff, Executive Advisor at Keane, won the Super Nova Award for her lifetime contributions to the UPPO Organization and the Unclaimed Property community! Since 1984, Ms. Zumoff has supported the development and delivery of Keane’s unclaimed property compliance solutions. She is a seasoned consultant, skilled at helping clients implement strategies to comply with both federal and state unclaimed property regulations. Her field expertise is respected among industry executives and state officials alike, which has facilitated her work supporting holders in risk assessment, audit management and voluntary compliance efforts.
Congratulations to Brian and Debbie on these fantastic accomplishments in the field!