MarketSphere welcomes Bill Berger as the company’s new Vice President of location services. Mr. Berger’s experience in unclaimed property owner research and reunification provides him with the knowledge and expertise needed to help unclaimed property holders implement solutions to reunite customers with their funds and reduce escheat liability.
“The team here at MarketSphere is deeply committed to assisting holders with all facets of the unclaimed property transactional lifecycle via customized solutions” said Jon D’Amato, MarketSphere Managing Partner and Unclaimed Property Practice Leader. “Throughout his career, Mr. Berger has demonstrated that he shares this same passion and philosophy. In addition, his owner location expertise is unparalleled in the industry and will be an asset for all of our clients".Owner Location and Reunification are a Top Priority
Bill’s background in unclaimed property began as a researcher of unclaimed asset owners. His passion for owner reunification led him to develop strategies and processes that he implemented with his teams to locate and communicate with owners of unclaimed property. Mr. Berger is a sought-after subject matter expert in the field, often chosen for speaking engagements including providing testimony to the Department of Labor’s ERISA Advisory Board. Bill’s knowledge pertaining to location programs including research, owner communications, mortality searches, SEC 17-AD 17 compliance, audit support, and asset recovery, have allowed him to create reunification programs for clients “from the ground up” that support holders from all industries.
“Over the years there has been a constant increase in regulatory activity from states and third- party auditors, especially related to unclaimed property.” says Berger. “My goal has always been to work with companies to reduce their liability, by customizing owner reunification programs that flow seamlessly into their existing operations. I look forward to working with my colleagues at MarketSphere to assist clients in this regard”.
Prior to joining MarketSphere, Mr. Berger was the Executive Vice President of the location services division at Keane where he worked closely with the internal consulting and reporting teams to understand client issues and opportunities and develop solutions for all asset types. Mr. Berger holds a Bachelor of Arts degree in Economics from Saint Joseph’s University, Philadelphia, PA.
*Content contained in this article is considered accurate as of the publish date.