KeepUP™ Blog

12/20/21 8:33 AM

MarketSphere Names Tracy Olsen Vice President of Strategic Solutions

by Valerie Heeney

Successful business group applauding at the officeMarketSphere Unclaimed Property Specialists, provider of advanced unclaimed property managed solutions, welcomes Tracy Olsen as the company’s new Vice President of Strategic Solutions. Ms. Olsen’s vast experience in all aspects of unclaimed property compliance has led her to effectively collaborate with holders and create programs that meet the complex requirements of escheat compliance.

“The world of unclaimed property is becoming ever more complex, and organizations are in need of proven subject matter experts who can assist them in creating sustainable programs to mitigate their unclaimed property risks and reduce their escheat liabilities” said Jon D’Amato, MarketSphere Partner and Unclaimed Property Practice Leader. “Throughout Tracy’s tenure in the industry, she has done exactly that for some of the most complex organizations in the country.  Tracy’s addition to MarketSphere is a benefit to all of our clients.”

Optimizing Client Strategy for Success is a Top Priority

For more than 25 years, Tracy has held various client facing leadership positions across organizations in the unclaimed property and investor relations sectors. Throughout her career, she has a demonstrated history of working with holders to create and implement targeted programs to improve and streamline unique organizational challenges, including but not limited to, reducing expenses, meeting proxy vote requirements, and ensuring unclaimed property compliance.

“Managing the unclaimed property compliance process and locating lost owners continues to become more challenging for holders.” says Olsen. “My goal is to create customized solutions that will assist holders with all facets of the unclaimed property lifecycle. I am excited to work with the MarketSphere team to reduce holder liability and implement strategies for the benefit of our clients.”    

Prior to joining MarketSphere, Ms. Olsen served as VP, Unclaimed Property Annual Reporting Relationship Management at Keane (acquired by Sovos), as well as Director of Customer Success Compliance Services at Sovos. Ms. Olsen holds a bachelor’s degree from Providence College, a Xerox Six Sigma Black Belt certification, also served as the Co-Chair of the NISCA Unclaimed Property Committee and was a member of the Stock Transfer Association.

About MarketSphere Unclaimed Property Specialists

For almost two decades, MarketSphere has partnered with companies of all sizes and industries to manage escheat and unclaimed property responsibilities. With an extensive depth of experience and a consultative, cost-effective approach, MarketSphere’s professional advisors evaluate client needs and specific conditions 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. Contact Us to learn more.