MarketSphere Hires Unclaimed Property Director David P. Poehler to Guide Clients through Escheatment and Audits

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Former unclaimed property auditor and respected industry expert David Poehler will now help MarketSphere clients face audits from the other side of the table, as well as helping them assess exposure, analyze exemptions and establish custom policies and procedures based on advanced unclaimed property best practices.

MarketSphere Unclaimed Property Specialists, providers of advanced unclaimed property and escheatment solutions, hired David Poehler as director of advisory solutions. In this advisory role, he will work with Fortune 1000 and mid-sized companies to assess clients’ abandoned and unclaimed property circumstances, mitigate risks and resolve issues. He also will act as a client advocate and liaison with state unclaimed property administrators and auditors during audits, with a goal of minimizing negative impact on holder organizations and their employees.

“David’s in-depth experience in unclaimed property auditing and business consulting is a significant advantage to our clients, and we are very excited to be working with him,” said Don DeCelles, MarketSphere partner. “His deep knowledge and understanding of state unclaimed property programs from the standpoint of the auditor will be invaluable as he educates clients, formulates custom solutions for them, and guides them through complex third-party audits.”

Before coming to MarketSphere, Poehler was a senior manager with the unclaimed property auditing firm Kelmar Associates, LLC, where he led a team that conducted more than 200 multi-state general ledger unclaimed property examinations of companies in major industries covering a wide variety of property types. Previously, he served as a senior associate in financial and economic consulting for Huron Consulting Group, LLC, where he conducted forensic reviews to quantify damages for corporate clients.

Specialist in Unclaimed Property Audits and Voluntary Disclosure Assessments (VDAs)

Poehler’s primary areas of expertise include multi-state audit management and defense, exposure analysis, and negotiation and management of voluntary disclosure agreements (VDAs). He also conducts initial compliance reviews and provides expert analysis and guidance during development and improvement of unclaimed property policies and procedures.

“Unclaimed property issues can be disruptive and difficult for holder staff to manage internally—especially audits, which are as crucial to an organization as legal proceedings. I look forward to my new role as a partner with MarketSphere clients to help them leverage every advantage,” Poehler said. “I’m happy to be a part of this innovative, hard-working team.”

Poehler is a member of the Unclaimed Property Professionals Organization (UPPO), for which he has shared his knowledge and expertise as a conference speaker. He holds a Bachelor of Science degree in Accounting from Bryant University in North Smithfield, Rhode Island.

About MarketSphere Unclaimed Property Specialists

For more than a decade, MarketSphere Unclaimed Property Specialists has helped hundreds of U.S. abandoned and unclaimed property holders in many industries save millions of dollars. With an extensive depth of experience and a consultative, cost-effective approach, MarketSphere’s professional advisors evaluate client needs, assess current records and plan innovative strategies to fit each company’s unique circumstances. The goal is to achieve statutory compliance, while saving time and money and reducing the negative impacts of unclaimed property upon businesses and their employees. Learn more at http://www.unclaimedpropertyspecialists.com.

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Dave Poehler, Director--Advisory Solutions