National Consulting Practice Leader
- (610) 232-0712
- [email protected]
- King of Prussia, PA
Ann has been with Keane’s Consulting and Advisory Services team for over five years, specializing in audit activities of large and diverse organizations as well as risk assessments and initial compliance measures. With over 20 years of unclaimed property audit experience including her time with the Pennsylvania Departments of Treasury and Auditor General, Ann’s expertise and extensive background focuses on Unclaimed Property Compliance, Internal Control, and Fraud Prevention.
Ann is well versed in the wide range of client needs, including unclaimed property risk evaluation, voluntary state disclosures, audit support, and internal risk assessments to mitigate future unclaimed property exposure. Ann’s diverse specializations provide clients with a forward-thinking approach in identifying and resolving issues across all areas of unclaimed property.
Throughout her career with the Commonwealth of Pennsylvania, Ann continued to build on her expertise in unclaimed property compliance. As the Pennsylvania Unclaimed Property Audit Manager, she oversaw all aspects of the audit engagement, from audit selection to final resolution and settlement. Ann also has experience in Treasury Comptroller Operations, as she has served as the Division Chief for both Pre-Audit Operations and Accounting Control. This experience afforded her the opportunity to comprehend how unclaimed property issues truly affect day-to-day operations as well as disclosure in year-end financial statements. Ann’s specialties in the unclaimed property field also focus on financial institutions and general ledger properties, as she is a seasoned expert in the Securities sector, conducting unclaimed property functions for Transfer Agents, Broker-Dealers, and Mutual Funds.
Ann is an active member among the unclaimed property holder community, speaking frequently at the Unclaimed Property Professionals Organization (UPPO). She also serves as an active member on the Virtual Learning OnDemand Committe, and the Association of Certified Fraud Examiners (ACFE). She holds a Bachelor’s of Science Degree with Cum Laude Honors from DeSales University.