The account recovery specialists at Legal Claimant Services is led by experienced trust & estate attorneys, genealogical experts, and recovery specialists that understand the intricacies of each state’s estate laws and court system.
Jarrett Roth, Executive Vice President & General Counsel Mr. Roth joined Keane in February 2009 as General Counsel. Since joining the team, Mr. Roth’s role has expanded as he is regularly involved in all aspects of Keane’s services. Prior to joining Keane Mr. Roth was almost exclusively dedicated to counseling clients in matters relating to trust and estate administration, estate planning, estate litigation and real estate. Mr. Roth regularly assists estate attorneys, research firms, and professional genealogists throughout the United States and abroad in their efforts to locate individuals, recover dormant assets, and prove kinship. Mr. Roth is an expert in genealogical research and has provided expert testimony in kinship hearings. Mr. Roth is a member of the New York, New Jersey, and Pennsylvania State Bar Associations, and received his B.S. in Public Affairs from Indiana University and his Juris Doctor from Yeshiva University, Cardozo School of Law.
Bill Berger, Senior Vice President Mr. Berger has been with Keane since 1990 and has held a multitude of key management positions. Mr. Berger is responsible for providing strategic leadership by working closely with other members of the Legal Claimant Services team. Mr. Berger is a member of the Shareholder Services Association and the Securities Transfer Association. Mr. Berger holds a B.A. in Economics from St. Joseph’s University of Philadelphia.
Melissa Steinrock, Deputy General Counsel Ms. Steinrock is the newest member of the Legal Claimant Services team. Ms. Steinrock spent six years with the firm of Merle, Brown & Nakamura, P.C. a full-service Manhattan law firm. Ms. Steinrock’s practice at Merle, Brown & Nakamura focused primarily on trust and estate matters; but also included significant components of commercial litigation, taxation, contracts, and corporate governance. A member of the New York County Lawyers Association, Ms. Steinrock holds a Juris Doctorate from St. John’s University School of Law where she was a St. Thomas More Scholar; and graduated cum laude from New York University.
Mark Prata, Manager of Sales & Service Mr. Prata joined Keane in 2007. Since then he has been successful in a number of positions. His role expanded into management in 2013 and currently holds a manager position overseeing all Account Executives in our Legal Claimant Services division. Mr. Prata is responsible for a number of operations, including all communication with Legal Claimants, and believes in providing a valuable service with high customer service levels. Mr. Prata graduated with a B.A. in Business from Philadelphia University.