Thomas J. Berger

During his tenure, Tom has overseen the debt-free growth of Cross Country from 20 clients to more than 200, and has been instrumental in strengthening the company’s infrastructure and core Direct Marketing skills, while simultaneously developing new services and diversifying into new business lines. In recent years, this includes a strong push into the financial services and unclaimed property sectors.

Tom has personally developed the vision and design specifications for many of Cross Country’s systems. Tom is also known for complementing the strengths of Cross Country’s management team by assisting with the implementation of special projects including large-scale custom database initiatives.

Tom's experience with handling complex data files and designing the Abandoned Property Escheat Assignment & Reporting System (APEARS) gives him a unique perspective into the operational side of managing unclaimed property initiatives. Tom is serving his second term as Treasurer of the Unclaimed Property Professionals Organization, received the 2005 UPHLC President’s Award, and served 2003-2005 as Secretary of the Unclaimed Property Committee within the Securities Transfer Association for which he has assisted in the creation of a white paper intended to 'Educate the holder community about unclaimed property review and reporting practices, and facilitate the dissemination of information back to the states on solutions that will promote uniformity and lead to more timely and accurate reporting/compliance." Tom is also a member or corporate affiliate of numerous organizations including the Direct Marketing Association, Direct Marketing Club of New York, National Association of State Treasurers and he is a lifetime member of MENSA, the international High IQ society.

Tom holds a BS degree in Management and Marketing from the Rochester Institute of Technology, and lives in Northport, NY.

Michael Ryan

Michael Ryan has over 20 years experience in the Stock Transfer industry. His diverse background includes Unclaimed Property, Shareholder Services, Conversions, Sales, Tax Compliance, and New Business Opportunities within the stock transfer sector. Mike’s passion and expertise lies in the Unclaimed Property world, where his name is widely recognized across virtually all industries. Mike served as President of the Unclaimed Property Holders Liaison Council (since renamed the Unclaimed Property Professionals Organization) from 2003-2006, where he has overseen the growth of the organization from 40 to more than 225 corporate members, which has helped cement reputation as the premier unclaimed property organization for networking and educational seminars.   Mike is currently serving as UPPO’s Immediate Past President.

Before joining Red Roar Tech, Mike was the Division Manager of Mellon Investor Services’ Unclaimed Property Division. He ensured that Mellon’s clients maintained compliance in the ever-changing world of unclaimed property and escheat law. Mike managed the state dormancy, formats, due diligence, jurisdiction determination and filing requirements for numerous organizations. He created and implemented a sophisticated unclaimed property training module for Mellon customer service representatives and handled all aspects on Initial and Annual Compliance, due diligence, SEC Lost Shareholder searches, and shareholder inquiries.  Prior to Mellon, Mike was a Sales Manager for EquiSearch Services, where he was responsible for promoting Lost Shareholder Services. While at EquiSearch, Mike fulfilled a variety of roles, including developing an enhanced marketing module and materials. Before joining EquiSearch, Mike spent 19 years at EquiServe (previously First Chicago Trust and Morgan Shareholder Services) where he managed the Unclaimed Property and Shareholder Services Divisions.

Mike has written numerous articles on Unclaimed Property trends and issues. He has spoken on dozens of panels on behalf of the Stock Transfer Association, National Association of Unclaimed Property Administrators, National Association of State Treasurers, UPHLC/UPPO, Sungard and others.

 


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