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Congratulations, Unclaimed Property Certificate Recipients

Posted By Administration, Thursday, June 11, 2020

UPPO congratulates 44 members who successfully completed the Unclaimed Certificate Program basic tier, and 20 who achieved the intermediate tier certificate.


Achieving the certificate requires completion of a series of live and on-demand webinars and UPPO Annual Conference sessions – offered online this year as a result of the conference cancellation – along with a passing grade on quizzes following each event.


Topics for the basic tier include unclaimed property introduction and terms, due diligence, reporting and remitting, dormancy, record review and retention, dormancy, priority rules, and why unclaimed property matters to management.


The intermediate tier builds on the basic tier's fundamentals, taking a deeper look at unclaimed property in 10 sessions, including pre-escheat best practices,  benefit plans, use of third-party administrators, post-escheat considerations, recovery best practices, policies and procedures, general ledger, record keeping, estimation, and exemptions and deductions.


Earning these certificates demonstrates knowledge and expertise in the unclaimed property field. Congratulations to this year’s recipients for their hard work and achievement. Watch for details and registration availability for the 2020/21 certificate program class in the coming weeks.


Basic Tier Certificate Recipients

Sue Auten, Consolidated Communications

Brittany Bryan, JMS Advisory Group, Llc

Rene Bucci, Ally Bank

Jakeria Clark, ETRADE Financial Corporation

Noah Dase, Ryan LLC

Brianna Dell’Isola, Ryan LLC

Katie Denning, CountryMark Refining & Logistics

Edna Domenech, Keane

Shannon Eaton, General Electric

Leslie Harris, Stifel

Kimberly Hines, Genworth

Tara Horner, Ryan, LLC

Adria Hunt, Altus Group

Vince Infante, Eaton

Kenneth Johnson, Keane

Kulsoom Kamruddin, Ryan LLC

Kim King, Markel

Vijay Kumar, Inc.

Nancy Lambertson, ExTex Division Order Services LLC

Annie Lee, Crowe LLP

David Li, Ryan LLC

Ann Loperfito, PNC Bank NA

Michelle Marchand, TD Bank

Susan Maul, CommScope Inc

Jared McDonald, USAA

Caitlin McFarlane, Keane

Alice Moore, General Electric

Jesus Moreno, Caesars Entertainment

Rachel Parkes, Hilltop Securities

Chris Pihir, DuCharme, McMillen & Associates Inc.

Ryan Punke, MetaBank

Amarnath Ramapurath,, Inc


Ivon Rodriguez, South Florida Educational FCU

Kristi Rogers, Copart Inc.

Thomas Sabrey, E*Trade Financial

Allison Scott, Cigna

Liz Seukep, Markel Corporation

Rachael Seydel, ArcelorMittal

Jason Stubitz, Crowe

Rosie Trevino, USAA

Anthony Vitellozzi, Laurel Hill Advisory Group

Londa Weninger, MDU Resources Group

Ashley Winalski, Voya Financial



Intermediate Tier Certificate Recipients

Alex Baker, Genworth

LouAnn Carnahan, PlainsCapital Bank

Rachel DeWein, Franklin Templeton Investments

Paula Farlin, Universal Ins Company of North America

JoAnn Gagnier, UnitedHealth Group

Tom Huffman, CIBC Bank US

Kevin Hunter, Altus Group

Corey Jones, Cooperative Regions of Organic Producer Pools

Cherie Julius, Uline

Ashley Knight, Altus Group US Inc.

Lila Ly, Telephone and Data Systems Inc.

Andrew Perrine, Financial Software Innovations, Inc

Brenda Russell, Verizon

Maxim Rutherford, Altus Group

Tiffany Suits, Brinker International

Laura Tellez, USAA

Susan Vance, Altus Group US Inc

Dhanya Variar, ABB Inc

Christine Wiener, The Walt Disney Company

Dimitar Yossifov, CSAA Insurance Group



Tags:  certificate program  unclaimed property 

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Becky Stephens, U.S. Bank says...
Posted Thursday, June 11, 2020
This is awesome! Congratulations to each of you in achieving this milestone in your unclaimed property career.
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Congratulations to each of you for your successful completion of the Basic or Intermediate unclaimed property certificate program!
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