Speakers: James Santivanez, JMS Advisory Group and Mike Ryan, Macha Unclaimed Property Liaison
The session will share unclaimed property best practices with Macha members. These best practices will include:
James Santivanez is the president of JMS Advisory Group. JMS is a firm dedicated to escheat process development and improvement. It is their mission to help their clients mitigate risk and capitalize on opportunities resulting from accurate and properly manage unclaimed property compliance.
Mike Ryan is Macha’s unclaimed property liaison. Mike is also Director of Business Development at Linking Assets, Inc. Linking Assets is the leading owner location services company, helping banks and credit union locate, reengage, and reunite dormant/lost customer and members with their assets to reduce escheatment.