EAGLEVILLE, Pa., Jan. 10, 2017 /PRNewswire/ -- With the appointment of Maureen Ferrari-Grollman as Managing Partner, Unclaimed Property Advocates LLC (UP Advocates) is providing full service unclaimed property compliance reporting, consulting, and audit defense services. Maureen has spent her entire career in unclaimed property and brings 24 years of experience to the firm.
UP Advocates' services include voluntary disclosure/self-review, audit defense, liability quantification and remediation, policies and procedures review, and annual compliance to help companies minimize potential exposure, penalties and interest. The firm's industry experience includes financial institutions, manufacturing, utilities, energy, insurance, retail, and securities.
Ms. Ferrari will manage the unclaimed property annual compliance reporting and consulting practices nationwide. "I am honored to lead UP Advocates," she said. "I am excited to work with their incredible team of professionals to build the unclaimed property practice, and to provide our clients with exceptional service and the benefits of our valuable experience."
UP Advocates' services are offered in affiliation with the regional accounting and consulting firm Urish Popeck, a CPA firm established in 1976 that is a founding member of the BDO USA Alliance, one of the country's largest associations of accounting, consulting, and professional service firms. "We are thrilled to have someone with Maureen's experience and reputation in the industry working jointly with our firm," said Urish Popeck Managing Partner Ken Urish. "We look forward to expanding our unclaimed property services to our existing clients and to welcoming new clients."
Ms. Ferrari began her unclaimed property career at the Pennsylvania Treasury's Bureau of Unclaimed Property, where during her 18-year tenure she managed multiple departments including claims processing and voluntary compliance. She subsequently joined one of the country's leading unclaimed property consulting firms as VP-Operations, where she managed over 350 reporting clients in varied industries including manufacturing, banking, life insurance, utilities, oil and gas, transfer agents, broker dealers, and mutual funds.
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UP Advocates LLC
8104 Sentinel Ridge
Eagleville, PA 19403
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SOURCE UP Advocates LLC