Meet Georgeson's Experts at UPPO 2023

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201 744 5405 pwentz@georgeson.com As the National Practice Leader of the unclaimed property consulting and reporting practice, Pam is responsible for business development and the management and delivery of consulting and reporting services. Pam brings over two decades of diverse and extensive experience to clients of Georgeson’s unclaimed asset services. Pam has technical expertise and experience in a broad range of industries. Prior to joining Georgeson, she served as a director in an unclaimed property consulting practice where she was responsible for providing project oversight, monitoring quality reviews and assisting with staff development and training. In addition, Pam served in leadership roles as a subject matter specialist in various aspects of unclaimed property consulting and compliance; including audit assistance, state voluntary disclosure assistance, risk assessments, and policies and procedures. Pam also previously worked in the unclaimed property consulting practices at Thomson Reuters and Deloitte and served as the audit director for the North Dakota Unclaimed Property Division. Pam has been a featured speaker on the topic of unclaimed property at numerous conferences and has authored articles for trade association magazines and publications. While with the state, she was an active member of the National Association of Unclaimed Property Administrators (NAUPA) and received the NAUPA Presidential Distinguished Service Award for her work on the NAUPA Auditor Agenda Committee. She is also a member and frequent speaker for the Unclaimed Property Professionals Organization (UPPO) and currently serves as co-chair of the UPPO Leadership Development Committee. Pam is a certified fraud examiner (CFE) and member of the Association of Certified Fraud Examiners. She graduated from Mount Marty College with a B.A. in Accounting and received an MBA from the University of Mary.

212-805-7188 bpermenter@georgeson.com Brian Permenter has developed and coordinated unique strategies to increase the response of retail investor campaigns, and has managed and implemented more than 400 small shareholder programs, corporate events and asset reunification projects for Georgeson clients for 18 years. Brian currently heads the business development of our small shareholder (“oddlot”) programs, asset reunification services (inclusive of our PostMerger CleanUp™ program), shareholder cleanup and unclaimed asset programs, and broker-dealer services related to open-market stock purchase plans. He is also responsible for the coordination of capital raising efforts via waiver plans and Computershare’s Corporate Action services. Brian joined Georgeson in 1998 as an account executive managing small shareholder programs on behalf of clients. Brian is a member of the National Investor Relations Institute. Brian graduated from the University of Delaware with a double major in finance and marketing and has successfully completed his Series 7, Series 24 and 63 exams.