Kate A. Stevens
Director, Fiduciary Management Services
Ms. Kate Stevens is Director of Fiduciary Management Services at Kelmar. Ms. Stevens holds a Bachelor of Arts from Colby College and has worked in the field of unclaimed property since 2001. She is a subject matter expert in unclaimed property statutes and their application across all property types, and specializes in operational streamlining, compliance and securities examinations.
Ms. Stevens joined Kelmar in 2011 and most recently held the position of Senior Manager prior to her role as Director. She is responsible for ensuring the completion of all assigned securities audits, applying the unique requirements of each state’s unclaimed property statute regarding securities related property. In this capacity, Ms. Stevens serves as a central figure in all Kelmar securities-related examinations. Ms. Stevens is a primary point of contact with unclaimed property holders, and performs detailed data analysis of stock records under examination as well as of final reports submitted to client states. In performing these tasks, she is also accountable for the reconcilement of a holder’s final remittance in accordance with each state’s guidelines for transferring securities. In addition, Ms. Stevens manages several of Kelmar’s client relationships and routinely consults on the delivery of services under those state contracts to ensure the highest level of client service and support.
- Experience in the field of unclaimed property since 2001
- Joined Kelmar in 2011
- Director of Fiduciary Management Services since 2015
- Ensures successful completion of all multistate unclaimed securities examinations
Prior Unclaimed Property Experience
Prior to joining Kelmar, Ms. Stevens spent more than 10 years in the unclaimed property field, holding a steady progression of positions, ultimately as Vice President of Audit Compliance. In this capacity, she focused on improving the efficiency of unclaimed securities audits by restructuring assignments, establishing key controls, and creating procedural documentation that accurately reflected operational processes.