Choosing the appropriate outsource for consulting and reporting services
can be a difficult task. Some firms provide only limited services while
others may provide the services your company needs but their staff has
little experience with unclaimed property laws, the mandatory state procedures,
or your company's industry practices and nuances.
At UPRR, we offer a menu of services that can be customized and properly
packaged to meet your company's needs. In addition, our staff have over
100 years of combined experience in the unclaimed property industry. UPRR
staff have knowledge of and experience with the banking, securities, insurance,
retail, pharmaceutical and manufacturing industries. Let UPRR put its
valuable staff knowledge and experience to work for your company!
For reference, brief biographies of the "hands on" UPRR principals are provided below.
Robert "Bob" Irvine
A founder of UPRR, Bob has been involved in the unclaimed property industry
since 1983. He began his unclaimed property career as a state official
in the MA Abandoned Property Division. Later, he worked for the 2 major
state agents for unclaimed property reporting and then created the unclaimed
property division of a major transfer agent responsible for millions of
dollars in unclaimed securities reporting annually. Irvine holds an MBA
from Northeastern University in Boston.
Peter "Pete" Miller
Another founder of UPRR, Miller began his career as a Systems Engineer
at IBM where he later became the Director of Business Management for Financial
Systems. Then, he joined The First National Bank of Chicago where he rose
to the position of Corporate Senior Vice President of Securities Services.
Miller is a licensed attorney and an industrial engineer.
Ron Smith
With a background steeped in information systems design, programming
and operations-related to securities systems and transfer agent operations,
Mr. Smith is an integral part or UPRR's intensive information processing operation.
Smith served as the Management Information Systems Director for Multimode
Inc. for 5 years and then became the chief operating officer of CIC DISC
Corporation where he managed back office operations for a major transfer
agent. While at DISC for over 11 years, Smith was involved with systems
design of various bank and transfer agent processing systems. Next, Ron
worked with ACS Financial and Securities Services where he managed 50
employees and designed an unclaimed property processing system. In July,
1999, Smith moved to UPRR where he serves as UPRR's technology expert.
Other innovative lead staff include:
Karen Anderson
Karen Anderson, has serverd as a vice president in the consulting practice of Unclaimed
Property Recovery and Reporting (UPRR) since Fall, 1996. A verteran in this area, she has been involved in
the unclaimed property compliance industry since 1988. Her professional
background includes expertise in government policy with an emphasis on state
unclaimed property law and regulation. As a member of the policy staff
of a former Illinois Governor, Karen was assigned to guide policy and programs
relating to state business regulation. For five (5) years, Ms. Anderson
served as Illinois' Unclaimed Property Administrator. After leaving
state service, Karen served as the first Administrator of the National Association
of Unclaimed Property Administrators. Anderson holds a law degree from
Loyola University of Chicago.
John Carney
John Carney, an UPRR sales vice president, has a securities processing industry
career that spans 40 years beginning with his work at Morgan Guaranty Trust. Later,
John joined Citibank where he held various positions in stock transfer administration
and operations. In 1980, Mr. Carney became vice president of sales for
CIC Data Corporation, the premier provider of back-office outsourcing services
in the corporate reorganization arena. John continued to be an innovator
by creating MICR Corporate Services in 1985 and serving as its president and
principal until the company was sold to MCC Corp. Carney then continued
his work as vice president of financial services for MCC Corp. until joining
UPRR.
Robert Murray
Robert Murray, a vice president at UPRR, manages the company's nonsecurities
consulting practice. Bob is a certified public accountant who has been
active in the unclaimed property industry for the past 7 years. He previously
served as a senior financial executive with various companies in the specialty
retail industry and has a unique understanding of the operations-related issues
facing corporations in meeting unclaimed property compliance requirements. In
addition, Mr. Murray's background includes work with disbursement recovery audits
at major corporations.
Gerard O'Leary
In 2001, Mr. O'Leary joined UPRR as a sales vice president after a career
in securities processing that spans 40 years. Prior to joining UPRR,
Jerry held various positions in the securities processing industry, primarily
functioning as the senior business manager for various organizations' stock
transfer, corporate trust and merger and acquisitions business units. Mr. O'Leary
assisted in the strategic planning, development and subsequent management of
securities processing offices and held senior management positions at First
Jersey National Bank, the First National Bank of Chicago, Fleet National Bank,
and EquiServe. Mr. O'Leary served the industry as Chairman of the Midwest
Securities Transfer Association Operations Committee, Operations Liaison for
Northeastern Securities Transfer Association, and as an active member of the
national Securities Transfer Association Operations Committee.
