Steven has extensive experience in unclaimed property consulting, with expertise in managing and defending audits conducted by both third-party contract firms and states directly. Moreover, Steven has developed proficiencies in the performance of comprehensive diagnostic reviews, quantification analysis including the use of statistical sampling, exposure remediation and annual compliance reporting.

Steven has spoken before organizations such as the California Society of CPAs, the Florida Institute of Certified Public Accountants, the Accounts Payable & Procure-to-Pay Network, and the Unclaimed Property Professionals Organization (UPPO), on the subject of unclaimed property.

Steven is a partner with Baker Tilly’s unclaimed property practice.

Bachelor of Arts in business/economics (accounting emphasis) 
University of California, Los Angeles

More than 20 years of professional experience in consulting, public accounting and industry finance

Offered guidance to both Fortune 500 and middle market companies in industries such as entertainment, financial services, insurance, manufacturing, pharmaceutical, retail and technology with the performance of comprehensive diagnostic reviews, audit defense, voluntary disclosure agreements and annual compliance

Unclaimed Property Professionals Organization (UPPO), Government Relations and Advocacy Committee

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