Senior Manager
Tel No: 508-667-3408
Fax No: 631-777-6396
Jim.Sadik@TPCtax.com

James A. Sadik is a Senior Manager in True Partners Consulting’s Boston office in the Unclaimed Property practice. Mr. Sadik 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. He has over 23 years of experience in unclaimed property auditing and consulting. Mr. Sadik has represented virtually every state in the examination of Fortune 500 companies for the purpose of identifying past due unclaimed property liabilities. He has conducted numerous examinations of investment companies and broker dealers, property/casualty and life insurance companies, consumer electronics manufacturers, and rebate fulfillment companies. Mr. Sadik has extensive experience in voluntary unclaimed property reporting, specifically in the areas of unclaimed securities reporting and in the reporting of property owed to states as a result of the major insurance company demutualizations. He also has extensive knowledge of financial services industry record-keeping systems (insurance, stock transfer, retirement assets, brokerage accounts) and how they are impacted by unclaimed property reporting requirements

Before joining True Partners Consulting LLC, Mr. Sadik held the position of Senior Manager of Unclaimed Property Operations at Verus Financial LLC. Additionally Mr. Sadik has held various management positions at the ACS (a Xerox company) Unclaimed Property Clearinghouse, and was also a Manager in the PricewaterhouseCoopers LLP State Tax Consulting practice in Boston, MA. Prior to entering unclaimed property, Mr. Sadik worked in both the brokerage and mortgage lending industries.

Mr. Sadik received his Bachelor of Arts degree in Economics from the University of New Hampshire.