Brian McCarthy

Brian McCarthy has extensive experience in unclaimed property communications, compliance, and consulting services. Currently serving as Senior Consulting Manager at Sovos since February 2016, Brian leads a team that offers customized communication programs and in-depth compliance services to various financial institutions. Prior to this role, Brian worked at Merrill Lynch Pierce Fenner & Smith as Assistant Vice President - Escheatment Manager, overseeing unclaimed property reporting for multiple jurisdictions and ensuring compliance with state mandates. Brian's career also includes positions at Merrill Lynch Trust Company, where responsibilities ranged from supervising cashiering operations to managing account reconciliations. Brian holds an Associate's degree in Business Administration and Management from Raritan Valley Community College and a degree in Business Management from the University of Phoenix.