Steven Swaigenbaum

Managing Director
quotation markBy failing to prepare, you are preparing to fail.
" - Benjamin Franklin

Steven Swaigenbaum is a Managing Director in the Unclaimed Property Practice of True Partners Consulting LLC.  Steven has extensive experience in unclaimed property consulting, with expertise in managing and defending audits conducted by both third-party contract firms and states directly.  Moreover, Steven has developed proficiencies in the performance of comprehensive diagnostic reviews, quantification analysis including the use of statistical sampling, exposure remediation and annual compliance reporting.

Relevant Experience

  • Steven has over 16 years of professional experience in consulting, public accounting and industry finance.
  • Steven has offered expert guidance to both Fortune 500 and middle market companies in industries such as entertainment, financial services, insurance, manufacturing, pharmaceutical, retail and technology with the performance of comprehensive diagnostic reviews, audit defense, voluntary disclosure agreements, and annual compliance.
  • Prior to joining True Partners Consulting, Steven served as a state and local tax Manager for KPMG where he worked on both state tax credit and incentive, and unclaimed property engagements.
  • In addition to extensive experience in unclaimed property consulting, Steven worked for a prominent entertainment studio as a Senior Financial Analyst with focus on budgeting and forecasting.
  • Steven has spoken before organizations such as the California Society of CPAs, the Florida Institute of Certified Public Accountants, the Accounts Payable & Procure-to-Pay Network, and the Unclaimed Property Professionals Organization (UPPO), on the subject of Unclaimed Property.
  • Steven has served as a member of CalCPA’s Financial Literacy Committee focused on increasing awareness and educating the community on personal finance, and currently is an acting member on UPPO’s Government Relations and Advocacy Committee.
  • Leading recruitment for True Partners’ Los Angeles office, Steven has presented at numerous universities on the topics of networking and interviewing, in cultivating new professionals for the firm.

Affiliations

  • Member and Presenter, Unclaimed Property Professionals Organization (UPPO)
  • Member and Presenter, California Society of CPAs (CalCPA)

Education

  • Bachelor of Arts, Business/Economics (Accounting Emphasis), UCLA
  • Licensed Certified Public Accountant