David Poehler
Partner, Chief Operating Officer

With close to two decades of financial audit and consulting experience, David has acquired extensive unclaimed property knowledge. Throughout his career he has held positions that oversee multistate general ledger examinations and developed escheat audit and training programs at third party audit firms. His background within the unclaimed property industry have provided him with unique perspectives and benefits to organizations.

During his tenure at MarketSphere, he has been focused on applying his knowledge and understanding of state unclaimed property compliance programs to develop strategies and implement programs that ensure clients are well positioned to achieve best results in their overall escheat compliance endeavors.

Career Highlights
  • During his career, David has overseen 200+ multistate general ledger examinations, which encompassed all major industries and property types.
  • Experience working with state officials to identify and resolve key audit issues.
  • Worked directly with finance, treasury, and tax leadership to develop audit defense strategies and work programs to solve business challenges.
  • Bryant University. BS Accounting
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