Jason is an experienced unclaimed property auditor with an emphasis in the life insurance industry, banking, and financial institutions. He is responsible for the coordination and monitoring of the progress of ongoing unclaimed property audits, including the intake, processing, and analysis of large datasets. He also serves as the point of contact for holders under audit and manages applicable operational and technical issues related to the examination.
Jason was an audit director for over 10 years with Verus prior to Kroll’s acquisition July 2020.
Prior to joining Verus, Jason held a Securities License (Series 6). He gained extensive knowledge in various operations departments of the life insurance industry, the U.S. SEC and FINRA regulations, as well as bank operations and compliance.
Jason holds a B.S. in business and economics from the State University of New York at Oneonta. He is also a Certified Six Sigma Black Belt and Innovation Coach.
