Dana Terry

As an Unclaimed Property Reporting Director, Dana is responsible for supporting the Reporting Practice and serving as an industry expert. Dana has over 28 years of mutual fund experience including almost 20 years of unclaimed property experience. Dana is responsible for researching and interpreting state laws and regulations for Georgeson to maintain compliance when filing unclaimed property reports.

Prior to joining Georgeson, Dana worked as a Sr. Regulatory Compliance Analyst for DST Systems where she was responsible for Unclaimed Property Compliance for the Transfer Agency, monitoring and reviewing state legislation, project consultation, facilitating client focus groups, and assisting clients with various unclaimed property concerns. Dana has also co-chaired the Abandoned Property Task Force with the Investment Company Institute (ICI) and serves on the Securities Transfer Association (STA) Unclaimed Property Committee. Dana recently became a co-chair of the Holders Coalition and co-chair/co-founder of the National Investment Company Service Association (NICSA) Unclaimed Property Committee.

Dana is also a past president of the Unclaimed Property Professionals Organization (UPPO) where she currently serves on the Government Relations and Advocacy Committee. Dana is a two-time recipient of the UPPO President’s Award. She has been a featured speaker at numerous conferences regarding unclaimed property issues. Additionally, Dana represented UPPO and the securities industry in the recent drafting of the Revised Uniform Unclaimed Property Act (RUUPA).

She holds a Bachelor of Science degree with a double major in Human Resources and Finance. Dana graduated from Park University in Parkville, MO.