Tanya R. Whitlow
Managing Director, Client Information Services
Ms. Tanya Whitlow is Managing Director of Kelmar’s Client Information Services. Ms. Whitlow holds a Bachelor of Science from Western New England College. With experience in the field of unclaimed property since 2001, Ms. Whitlow has developed operational expertise providing process support to state unclaimed property programs nationwide.
Ms. Whitlow joined Kelmar in 2011 and, as Managing Director of Client Information Services, is responsible for KAPS® Unclaimed Property Management System Implementation and Support for client states. Leveraging her operational expertise, Ms. Whitlow oversees due diligence owner outreach projects, the claims overflow processing unit, including call center, holder reporting services, and securities reconciliation for client states. In addition, she manages several of Kelmar’s client relationships to ensure that the highest level of client support is delivered.
Earlier in her career, she was a central figure in Kelmar’s securities-related examinations, ensuring their successful completion in compliance with the unique requirements of each state’s unclaimed property statutes. Ms. Whitlow has experience reconciling a holder’s final remittance in accordance with each state’s guidelines for transferring securities. She routinely consulted with states on examinations, and provided best practices regarding the transfer, holding and liquidations of securities.
- Experience in the field of unclaimed property since 2001
- Joined Kelmar in 2011
- Managing Kelmar’s Client Information Services since 2015
- Operational expertise providing process support to state unclaimed property programs nationwide
Prior Unclaimed Property Experience
Prior to joining Kelmar, Ms. Whitlow spent ten years in the field of unclaimed property, holding a steady progression of positions, ultimately as Vice President of Operations and Client Service. In this capacity, Ms. Whitlow served as lead coordinator for the delivery of unclaimed property funds for US jurisdictions. She directed professional staff through record conversion and review, escheatment platform maintenance and enhancement, state client service, and delivery of final reports and property to state clients.