Aaron joined the firm in 2008 and specializes in unclaimed property consulting with a focus on the analysis, quantification and mitigation of potential unclaimed property exposure, coupled with the strategic defense for unclaimed property audits and voluntary disclosure agreements. He has assisted numerous Fortune 500 and middle market companies across multiple industries. Aaron also has significant experience in the identification and implementation of policies and procedures, as well as general unclaimed property annual compliance.
- Represented numerous Fortune 500 clients in the defense of unclaimed property audits and in the performance of comprehensive diagnostic reviews
- Extensive experience in unclaimed property consulting for both public and private clients of various sizes in numerous industries including manufacturing, distribution, retail, financial services, transportation and healthcare
- Well-versed in all aspects of the annual unclaimed property compliance process for all U.S. reporting jurisdictions, including assisting clients with due diligence, error and exemption analysis, preparation of state unclaimed property reports, as well as the development of internal procedures to streamline companies’ annual unclaimed property reporting processes.
- Unclaimed Property Professionals Organization (UPPO)