The Alliance of M&A Advisors is proud to feature this list of experts of all types:
Clients benefit from our experience:
- Our consulting experience includes working with state administrators to help you manage every step of the process and helping to maintain ongoing compliance
- Our industry experience includes manufacturing, retail, insurance, securities and financial institutions
- Significantly, we have valuable experience in working with third party audit firms retained by states, including Kelmar, Verus, SAS and ACS
The firm is led by Maureen Ferrari Grollman. Maureen joined UP Advocates from a leading national consulting firm where she was Managing Director of Unclaimed Property Reporting, and previously VP-Operations. In these roles she managed a team of 20 associates and more than 350 reporting clients. These clients came from industries including manufacturing, financial institutions, life insurance, utilities, oil and gas, transfer agents, broker dealers and mutual funds.
Maureen started her unclaimed property career at the Pennsylvania Treasury, Bureau of Unclaimed Property. Maureen managed the State’s voluntary disclosure program (VDA), assisting companies with Pennsylvania’s statutory compliance obligations.
During her tenure at the PA Treasury she served in various management roles including the claims processing department, where she had oversight of the payment of tens of thousands of claims each year. Maureen’s work earned her national recognition, as the National Association of Unclaimed Property Administrators (NAUPA) recognized her formost efficient claims processing among all state unclaimed property programs.
Maureen is a distinguished faculty member of the Lorman Education Group and presents Webinars on unclaimed property related topics. She frequently speaks at national conferences on the topic of unclaimed property compliance.