Keane, the leading provider of unclaimed property consulting, unclaimed property reporting, and customized communication services, today announced Lisa Montelbano has joined their National Consulting & Advisory Services Group as a Manager.
Ms. Montelbano brings a deep and unique background in the securities industry coupled with several years of unclaimed property consulting experience. A regulatory compliance specialist, Lisa has also led and contributed to numerous projects that have ensured compliance through the implementation of policies and procedures pertaining to Sarbanes-Oxley Compliance, FINRA regulations, internal audits, and financial reporting. Collectively Lisa’s background and experience will prove to serve as a powerful resource for Keane’s clients.
“I am very excited to welcome Lisa to our National Consulting & Advisory Services Team and look forward to working with her,” said Valerie Jundt, Keane’s Managing Director. “As we continue to grow and expand upon our national consulting practice, it is imperative to recruit and retain highly skilled professionals such as Lisa. Lisa’s background and skills complement an already dynamic team of unclaimed property consulting professionals; all of which are committed to providing exceptional client service.”
Prior to joining Keane, Montelbano served as the Vice President of Operations Control and Regulatory Reporting at Credit Suisse. In her role as Vice President, Montelbano collaborated with the Global Operations Control and Regulatory senior management teams to coordinate Operations Risk Control Self Assessments. Additionally, Montelbano served as an unclaimed property consultant with a Big 4 Accounting Firm; providing client consulting support relating to all aspects of unclaimed property compliance.
“I have a very high regard for the Keane staff and look forward to serving with a team that has earned the reputation as the nation’s leading provider of unclaimed property consulting services,” said Montelbano.
Montelbano received a dual Master of Business Administration for Finance and Information and Communication Systems from Fordham University and holds a Bachelor of Science with a concentration in Accounting from the University of Scranton.
Montelbano will be based out of Keane’s New York, NY Corporate Offices.
Keane is the country’s leading provider of comprehensive unclaimed property solutions. From customized communication programs to in-depth consulting and annual compliance outsourcing, Keane provides corporations, mutual funds, banks, brokerages, insurance companies and transfer agents with a full suite of professional services. 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.