Bio

Jim has more than 20 years of experience in unclaimed property consulting, including audit defense, comprehensive diagnostic reviews, quantitative analysis, exposure remediation and various voluntary settlement procedures. Additionally, Jim plays an integral role in assisting clients with their annual unclaimed property compliance processes. Jim has been a speaker for holder education seminars sponsored by various professional groups, including Unclaimed Property Professionals Organization, American Payroll Association, Association for Financial Professionals and Strafford Publications. Bachelor of Science in accounting and business administration Chapman University, California;