MarketSphere Names Unclaimed Property Expert Lisa Montelbano Manager of Advisory Solutions

Share Article

Unclaimed property professional, Lisa Montelbano, joins MarketSphere Unclaimed Property Specialists as manager of advisory solutions to bring innovative escheatment services to abandoned and unclaimed property holders.

MarketSphere Unclaimed Property Specialists, providers of advanced unclaimed property solutions, welcomed Lisa Montelbano as the company’s new manager of advisory solutions. Montelbano is a respected unclaimed property consultant, advisor and former escheat auditor with proven skills in needs analysis and strategic problem solving to help unclaimed property holders reduce the negative impact of escheatment and achieve best outcomes.

“Lisa is a proven industry expert who brings a wealth of diverse experience in all facets of unclaimed property. Not only is she experienced as a holder advocate but also as a third party unclaimed property auditor and a corporate filer” said Jon D’Amato, Managing Partner, Unclaimed Property Practice Leader. “She truly understands all of the competing demands of the unclaimed property world and has a detailed understanding of the best ways to create custom and effective unclaimed property solutions for her clients whether they be for annual compliance, audit defense, or first-time filings. We are very excited to have Lisa as part of our team.”

Deep Unclaimed Property Experience Focused On Holder Results

“Unclaimed Property has been one of the primary areas of focus during my career. Having been on the advocate, holder and audit sides of the industry, I have a unique view and perspective to offer holders and facilitate their escheat goals” Montelbano said. “I found that MarketSphere Unclaimed Property Specialists aligned with my goals and I am excited to work with a team that has a shared vision of being an industry leading advocate and service provider for the holder community.”

Prior to joining MarketSphere, Montelbano spent over a decade spanning multiple industries serving in capacities including Sr. Associate at one of the ‘Big 4’ accounting firms, consultant and Vice President – Regulatory Reporting in-charge of all escheat responsibilities at several large financial institutions, as a Sr. Manager for Keane Unclaimed Property and as a Sr. Manager for third party unclaimed property auditor TL2Q LLC. Montelbano holds a B.S. in Accounting, as well as, a dual MBA in Finance & Information and Communications Systems.

About MarketSphere Unclaimed Property Specialists

For more than a decade, MarketSphere Unclaimed Property Specialists has helped hundreds of public and private companies attain “Just Right Compliance®” and save millions of dollars. With an extensive depth of experience and a consultative, cost-effective approach, MarketSphere’s professional advisors evaluate client needs, assess facts and attendant risks 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.
###

Share article on social media or email:

View article via:

Pdf Print