Experience

• 

  Ryan

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Technical Support Representative

    • Nov 2018 - Present

  • Consultant

    • Jun 2014 - Present

    Responsible for processing unclaimed property, for the clients that have outsourced this function to Ryan. I manage the entire process from importing data, running due diligence letters, processing the claims, generating the state reports. Responsible for creating a processing calendar and post reporting summary for our clients. Also responsible for fielding correspondence from client users and processing their requests on behalf of my BPO clients. Up sell clients on additional services when the opportunity presents it self to increase company revenue.

  • Consultant

    • Jun 2014 - Present

• 

  StoneRiver, Inc.

  • United States
  • IT Services and IT Consulting
  • 200 - 300 Employee

  • Unclaimed Property Relationship Manager

    • 2011 - Jun 2014

    Responsible for processing unclaimed property, for the clients that have outsourced this function to StoneRiver. I manage the entire process from importing data, running due diligence letters, processing the claims, generating the state reports. Responsible for creating a processing calendar and post reporting summary for our clients. Also responsible for fielding correspondence from client users and processing their requests on behalf of my BPO clients. Up sell clients on additional services when the opportunity presents it self to increase company revenue.

  • Unclaimed Property Compliance Relationship Manager

    • Mar 1996 - Jun 2014

  • Unclaimed Property Compliance Manager

    • 2008 - 2011

    Responsible for researching Westlaw, CT Advantage, and state websites for all of the 50 states and 3 jurisdictions on their unclaimed property laws to ensure that the TRACKER, APECS Mainframe, APECS Multi-Tier Unclaimed Property Reporting System stay compliant, creation of quarterly newsletters, training calendars, product release documentation, mass emails, performing web based, in-house, on-site trainings, user group web based meetings, processing unclaimed property reports for our business processing operations clients, attending and presenting at industry trade shows, and user acceptance testing of the TRACKER, APECS Mainframe and APECS Multi-Tier Unclaimed Property Reporting Systems.

  • Unclaimed Property Compliance Coordinator

    • 1999 - 2008

    Duties included researching Westlaw, CT Advantage, and state websites for all of the 50 states and 3 jurisdiction on their unclaimed property laws to ensure that the TRACKER Unclaimed Property Reporting System stayed compliant, creating quarterly newsletters, training calendars, product release documentation, mass emails, performing web based, in-house, on-site trainings, user group web based meetings, processing unclaimed property reports for our business processing operations clients, attending and presenting at industry trade shows, and user acceptance testing of the TRACKER Unclaimed Property Reporting Systems.

  • IT Administrative Assistant

    • 1998 - 1999

    Formerly The Freedom Group -Responsible for department purchasing, data entry, help desk operator, creating professional messages for company voice mail system and back up receptionist.

  • Unclaimed Property Technical Support Analyst

    • 1998 - 1999

    Formerly The Freedom Group - Duties included providing technical support for the TRACKER Unclaimed Property Reporting System, providing enhancement suggested based on information learned during support, re-creating client issues to verify validity, interfacing with development staff to assist in bug identification and suggest course of action for correction. Responsible for training in-house, on-site and web based on the TRACKER Unclaimed Property Reporting System.

• 

  StoneRiver, Inc.

  • United States
  • IT Services and IT Consulting
  • 200 - 300 Employee

  • Receptionist

    • 1997 - 1997

    Formerly The Freedom Group -In this position, I was the initial company contact for clients, business partners and employees other duties included processing in-coming calls, directing visitors to the correct location, responsible for incoming correspondence, and creating company wide voice mail messages.

  • Shipping & Recieveing Clerk

    • 1996 - 1997

    Formerly the Freedom Group -Responsible for printing and assembling technical manuals, mail delivery, back up receptionist and coordination of incoming, outgoing parcels and special projects as assigned