Luke has close to two decades of professional business, accounting, and technology experience. This blend of knowledge has supplied him with the skills needed to assist holders in navigating complex multi-state escheat audits, help organizations with little or no filing history to achieve compliance, and provide a consultative approach for merger & acquisition transactions.
Luke’s thorough understanding of accounting and the unclaimed property transaction life cycle gives him the expertise that benefits clients with strategies for long term escheat compliance. This includes extensive experience in helping companies’ set-up and maintain unclaimed property policy and procedures.