Heather has nearly three decades of experience in unclaimed property and assists organizations in identifying any escheatment discrepancies and implementing solutions to improve their experience while ensuring compliance. Her extensive industry knowledge has established her as a respected professional in unclaimed property and a dependable advocate for holders. Recognized for her dedication and longevity in the field, Heather has held various elected positions and received accolades from the UPPO organization.
Her meticulous approach to understanding a holder’s circumstances and her keen eye for detail have positioned her as an expert in all aspects of escheat compliance, including risk assessment, audit defense, annual reporting, and corporate asset recovery. Heather’s goal is to guide clients towards tailored solutions, having worked closely with holders across diverse industries and sizes to develop successful escheat compliance programs.