Client account management Subject matter expert
Customer service-oriented Deadline and results focused
Effective Written / Social Media Communication Detail-oriented data analysis
Senior Vice President October 1996 to January 2015Company Name － City, State
Serve as Chief Compliance Officer and state regulator liaison plus manage the accounts of the large general ledger and special project clients Spearhead research efforts to update and maintain accurate compliance data; monitor legislation and regulatory filings for 54 jurisdictions and several federal agencies; effect system updates Consult with clients regarding compliance status, penalty and interest avoidance strategies, policy and procedure review, due diligence and reporting obligations, etc.
Create client education materials and presentations.
Assist with marketing plan development, augmentation and implementation.
Write and place articles in industry and trade association publications (average 5 per year) and create UPRR blog posts (1 per month)and client updates using Constant Contact (1 per quarter).
Plan and coordinate 10 15 trades show exhibits annually and followup on trade show leads.
Create and perform presentations at trade shows, seminars, videos and webinars (12 - 22 per year).
Assist sales force with technical presentations and provide direct sales support.
Initiated and maintain strategic partnership with service providers of tangential serves in order to offer potential clients with comprehensive service offerings Represent UPRR with trade organizations to position UPRR as the thought leader and enhance UPRR's industry reputation Liaison with state and provincial officials to retrieve compliance-related interpretations, coordinate claims, request reporting extensions, negotiate voluntary disclosure terms, etc.
Executive Director October 1995 to November 1996Company Name － City, State
Created, wrote and published quarterly newsletter and initiated the subscription database.
Organized annual and mid-year meetings and 3 business seminars.
Created and updated business information packets and seminar materials.
Established and participated in periodic Executive Committee meetings.
Served as media spokesperson; interacted with Money Magazine, Inc., The Boston Globe, The Oprah Winfrey Show,etc.
Executive Director November 1994 to February 1996Company Name － City, State
Monitored and initiated legislative measures and lobbied on behalf of SUAA and its 7000 members and 23 chapters.
Partnered with related associations to equalize pension eligibility.
Authored publications including SUAA newsletters.
Set the agendas and arranged for Board of Directors and Executive Committee meetings.
Performed research relevant to new service areas and implemented additional member services.
Created and managed the association budget Supervised a staff of 2 and managed the SUAA office.
Unclaimed Property Administrator October 1989 to November 1994Company Name － City, State
Supervised a staff of 54 and managed a budget of $5 million.
Oversaw the compliance and examination of 22,000 businesses pursuant to the Illinois Uniform Unclaimed Property Act.
Planned and monitored the processing annually of 49,000+ citizen inquiries, 23,000 claims and 20,000 reports Formulated budgets and legislative initiatives; testified before the Illinois General Assembly.
Maintained a database including over 3 million owner files.
Spearheaded systems redesign and implementation project which streamlined the claims and holder report intake processes.
Reorganized publication process saving $200,000+ annually.
Assistant to the January 1985 to October 1989Company Name － City, State
Formulated and implemented policy and programs in the areas of: retirement system funding/benefits, purchasing, personnel administration, telecommunications, data processing, cost control, agency reorganization, affirmative action, human rights, state leasing, surplus property, capital construction, professional regulation, low-income energy programs, insurance, financial institutions, and public utility regulation.
Worked with 14 state agencies on program design and implementation, annual budget formulation and program problem- solving.
Reviewed and summarized an average of 100 legislative measures annually and negotiated appropriate modifications to legislation.
Assisted in the development annually of a state capital construction budget of over $800 million dollars.
Initiated the state building recycling program.
Developed and implemented policies related to the state's minority business contracting program.
Organized and oversaw the financial exigency review and report development Coordinated the retirement system funding task force, oversaw the task force study and report generation.
J.D : Law, January, 1983Loyola University School of Law － City, StateGPA: Recipient of Student Service Award
Editor of the Women's Law Review
Legal Writing TutorLaw Recipient of Student Service Award
Editor of the Women's Law Review
Legal Writing Tutor
B.A : Public Administration/Legislative Internship, Internship Completion, September, 1979University of Illinois at Springfield － City, StatePublic Administration/Legislative Internship, Internship Completion A year long internship with weekly classes by university professors Assigned to the House of Representatives staff Reviewed legislation, assisted with writing amendments and bill summaries for legislative review Substituted for the staffer responsible for labor and commerce issues while he was on leave and assisted the minority leader with job creation initiative, press conferences and public employee collective bargaining research
Bachelor of Science : Political Science, May, 1978Eastern Illinois University － City, StatePolitical Science Student government representative
Student Collective Bargaining Representative
Recipient of Legislative Scholarship
Delta Zeta Sorority member
Awarded "Order of Omega" for distinguished service
PUBLICATION EXAMPLES: Two Common Escheat Misconceptions & What to Do About Them", IOFM's Managing Accounts Payable Briefing, September, 2013. Staying Up to Date to Manage Your Unclaimed Property Risk", PACM's Creditier Newsletter, July, 2013. Ontario Seeks More Feedback on Proposed Unclaimed Property Law", UPPO's Unclaimed Property Focus, June, 2013 Twelve (12) blog articles from in 2013 and seven (7) blog articles in 2014 at http://www.uprrinc.com/aboutuprr/blog/ Unclaimed Property chapter for Pratt's Corporate Treasury Management Manual, Summer 2012
agency, benefits, budgets, budget, conferences, cost control, client, clients, data processing, database, direct sales, due diligence, financial, general ledger, government, insurance, marketing plan development, materials, meetings, Money, office, newsletters, newsletter, personnel, policies, presentations, press, problem-
solving, processes, program design and implementation, publications, publication, purchasing, reporting, research, sales, seminars, strategic, telecommunications, trade shows, articles
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Loyola University School of Law
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Job Titles Held:
Senior Vice President
Unclaimed Property Administrator
Assistant to the
J.D : Law , January, 1983 B.A : Public Administration/Legislative Internship, Internship Completion , September, 1979 Bachelor of Science : Political Science , May, 1978
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