Annie has 6 years of experience in abandoned and unclaimed property (AUP),
specifically working on AUP audit engagements on behalf on numerous states.
She has valuable knowledge of the AUP practices and regulations of various
states, including the audit process and has worked on audit engagements for
numerous industries including oil and gas, retail, manufacturing, food and
beverage and automotive.
Annie is a manager based out of the Philadelphia office. She specializes in
audit defense, voluntary disclosure agreements (VDA) assistance, and escheat
planning. Using her vast knowledge of the unclaimed property audit process,
she is able to assist clients in all escheat issues, including mitigating exposure.
Prior to joining BDO, Annie worked for Kelmar Associates, LLC, the nation’s
largest contract AUP firm, as a senior associate working on unclaimed property
audits on behalf of various states. |