Legal Claimant Services Leadership Team

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.

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, General Counsel & Chief Compliance OfficerMs. 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
Tracy Sarmento, Director of Asset Recovery Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.</span style=”color: #ffffff;”>
Shelli Dougherty, Director of Research Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.</span style=”color: #ffffff;”>
Steve Lochner, Manager of Sales and Service Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum

Sharon Perricone, Manager of Account Executives Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum</span style=”color: #ffffff;”>
Cydney Nicole-Nixon, Manager of the Call Center Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.</span style=”color: #ffffff;”>