James Sadik

Managing Director at True Partners Consulting

James (Jim) Sadik is a Managing Director for the Unclaimed Property Management Solutions Team of True Partners Consulting. Jim has extensive experience in all aspects of unclaimed property including the conducting of large scale general ledger multi-state audits, voluntary unclaimed securities compliance and reporting, and audit defense. Jim currently specializes in the defense of publicly traded companies who are subject to multi-state unclaimed securities audits, audit defense of registered broker/dealers and banks, along with representing holders in a variety of industries including life and property/casualty insurance, retail, manufacturing, and energy exploration.

Before joining True Partners Consulting LLC, Jim held the position of Senior Manager of Unclaimed Property Operations at Verus Financial LLC, where he participated in various multi-state unclaimed property examinations of many large life insurance companies.

Over a 20 year period, Jim held various management positions at the ACS Unclaimed Property Clearinghouse. He supervised numerous multi-state audits of property & casualty insurers, retirement asset custodians, consumer electronics and medical device manufacturing companies. Jim was also a Manager in the PricewaterhouseCoopers LLP State & Local Tax practice in Boston, MA, where he specialized in providing unclaimed property audit defense services to client companies.

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Timeline

  • Managing Director

    Current role