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Consulting Services
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CBIZ offers a variety of services, including assistance with voluntary disclosures, audit controversy, annual compliance reporting, and other general unclaimed property consulting.

Kellie A. Lanford, 864-241-2135,
  Georgeson LLC
Georgeson provides unclaimed property reporting and due diligence, pre-escheat owner location services, as well as audit support and consulting across all property types and industries.

Mike Ryan, 201-208-9192,

Reed Smith LLP

Reed Smith LLP offers in-depth expertise and pragmatic, solution-oriented legal advice for all of your unclaimed property needs.

Sara A. Lima, 215-851-8872,   

Ryan, LLC
We offer Audit Defense, Voluntary Disclosure, Risk Assessments, Policies & Procedures, Asset Recovery, Search & Location, Compliance Outsourcing, Tracker PRO Software, and more.

Mark Paolillo, (857) 288-1976,


Baker & McKenzie


Pat Powers

Barganier And Associates


Patricia Barganier Thorn


Choice Plus LLC 


Randy Hotz


ClearView Consulting, Inc.


Eric Mauldin, 410-415-9751 


Contingency Telecom Audit Holding LLC


Tami Wankoff


Crowe LLP


Chris Hopkins, 212-572-5592


Duane Morris LLP


Stanley Kaminski 

Duff & Phelps 


Robert Peters


Financial Information Inc. (FII)


Leonard Belvedere


GBQ Partners, LLC 


Jeff Monsman, 614-947-5226


Jones Day


Jennifer Waryjas, 312-269-4057 



Sean Cox, 610-232-0752




Nina Renda, 973-912-6528


Myers Law 


Trisha Doucet


NCM Solutions LLC 


Nora O'Connor




Catherine Del Re


Tre Towers Advisory Group, LLC


Michelle A. Andre


True Partners Consulting LLC


Cathleen Bucholtz, 213-417-2501


Unclaimed Property Advocates, LLC


Maureen Ferrari-Grollman, 610-256-7931


Unclaimed Property Consulting & Reporting, LLC 


Carla McGlynn, 732-241-4823


WB Communications


Tami Wankoff 
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