Jon D'Amato

Managing Partner, Chief Executive Officer

Jon leads the team to support clients in achieving sustainable unclaimed property compliance programs utilizing MarketSphere’s managed services. As a subject matter and being skilled in all phases of the unclaimed property transaction lifecycle, he assists with the facilitation of navigating complex processes including audit defense and advocacy, initial and ongoing compliance, sustainable business processes, and corporate asset recovery.

Under Jon’s leadership, the firm has grown and continues to add new services to accommodate the needs of organizations that maintain healthy unclaimed property compliance programs.

Career Highlights

Unclaimed property practice leader, working with all levels from the C-suite down to ensure expert delivery of unclaimed property solutions.
Led successful negotiations directly with both third-party auditors, as well as state officials, to ensure the best possible resolutions.
Assisted in the development of a proprietary set of technology that are utilized to calculate potential exposure quickly and accurately for MarketSphere clients throughout their unclaimed property projects.
Assisted clients in achieving significantly reduced audit assessments – some by as much as 90% or more – through detailed and complex third-party and state audit processes.
Recognized by the UPPO organization with the Team Player award for contributions to the certificate committee that devised steps for creating an accredited program which would expand member industry knowledge.

Education

University of Georgia, BBA Finance

Download the Unclaimed Property 101 Whitepaper

Download Now