Rene Bucci

Rene Bucci

Manager, Wipfli Advisory LLC

Location
Radnor, PA

Rene Bucci is a manager with over 15 years of experience in banking compliance. She brings operational expertise in navigating complex state and federal regulations, specializing in unclaimed property reporting, risk assessments, and state and third-party escheatment audit management. Rene excels in operational procedure and controls development, cross-functional collaboration, and advising leadership on compliance strategies, ensuring organizations stay customer focused and compliant while mitigating financial and legal risks.

  • Unclaimed Property Professionals Organization – Intermediate Certification

  • Unclaimed Property Professionals Organization

Rosemont College

  • BA in Business Communication
Expertise and services

Latest case studies, resources, and insights

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    Abandoned property rules: The beginner’s guide to compliance

    Learn how abandoned property rules impact compliance, reporting deadlines and exemptions. Our guide can help you manage unclaimed property compliance effectively.

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    ARTICLE | FINTECH

    Cryptocurrency’s next curveball: Why fintech leaders need to act now

    Examine your strategy for recognizing virtual currency. Your institution may need to update policies, as more states enact legislation.

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    ARTICLE | TAX

    New opportunities for unclaimed property owners in Pennsylvania

    Pennsylvania will use its updated unclaimed property database to verify information with other state agencies to help reunite unclaimed funds with their owners.