PRIVATE SECTOR EXPERIENCE
Current
- Principal, Ryan, Boston office
- Provides unclaimed property consulting, compliance, and asset recovery services to clients across all industries.
- Specializes in offering consulting services to assist with audit defense, voluntary disclosure, risk assessments/quantification, policy and procedures, and process improvement.
- Has industry experience in financial services and telecommunications.
Previous
- Director, Abandoned and Unclaimed Property, Ryan, Boston office
- Senior Manager, Ryan, Boston office
- Manager, Ryan, Boston office
- Director, Abandoned Property, financial services firm
- Responsible for the administration and development of the company’s Abandoned Property Program.
- Senior Manager, Risk Management, large financial services firm
- Responsible for asset recovery and management reporting.
PUBLIC PRESENTATIONS
Mr. Pickel lectures on various tax topics for Ryan clients. Additionally, he has appeared as a speaker for the following organizations:
- Securities Industry and Financial Markets Association
- 2012 National Operations Conference: “The Unclaimed Property Continuum: New SEC 17Ad-17 Requirements to State Unclaimed Property Compliance Triggers Inactivity vs. Returned Mail”
- Unclaimed Property Professionals Organization
- 2015 National Conference: “Financial Services: Who is the Holder?”
- 2010 National Conference: “Audits: The Tale of Two Companies”
PROFESSIONAL AFFILIATIONS
- Securities Industry and Financial Markets Association
- Former Chair
- Unclaimed Property Task Force (2006–Present)
- Unclaimed Property Professionals Organization
- Member Services Committee (2007–Present)
EDUCATION/ACCREDITATION
- Master of Arts Degree, Economics, Northeastern University
- Bachelor of Arts Degree, History, Northeastern University
- Previously held Financial Industry Regulatory Authority Series 7, 63, and 24 Securities Licenses (2005–2012)