Bringing 35+ years investor relations experience to non-exchange listed companies, funding portals, and private entities of all types.
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Patrick, located in our Hauppauge and New York offices, is responsible for the business development for Computershare’s private markets group. This includes non-exchange listed companies, crowdfunding portal relationships, privately held financial institutions and private entities of all types. In addition, Pat has worked with several hundred mutual insurance and thrift institutions with their demutualization, special and annual meetings, mutual holding company formation and related transactions. He has also done business development work for transfer agent, proxy solicitation, corporate actions, stock plans and related programs for large cap and mid cap public companies
Before joining Computershare in 2000, Patrick spent 17 years with the predecessor companies of BNY Mellon Shareowner Services in a variety of relationship management and business development capacities.
Patrick is the Immediate Past President for the New York Chapter of the National Investor Relations Institute (NIRI). He is also a member of the Crowdunding Professional Association (CfPA) , Society of Corporate Secretaries & Corporate Governance Professionals, the Shareholder Services Association, and the Securities Transfer Association.
Patrick manages the internship program for NIRI NY’s partnership with Tuesday’s Children, the official 9/11 family victim charity. This program places member students in paid internships in investor relations and corporate communication departments in the Tri-State area. Patrick also mentors DePaul University (Chicago) students through the alumni mentorship program, and has given lectures on governance and IR topics at the Graduate Schools of Business at Fordham, NYU and CUNY-Baruch College. Patrick is on the advisory committee for Investor Relations program at the Gabelli Graduate School of Business at Fordham University.
Patrick earned a bachelor’s degree from New York University’s College of Business and Public Administration.
An overview of the reasons why private companies that have issued stock should explore the options of working with a transfer agent for record-keeping services.
Just because privately held banks don’t face the same reporting requirements as their public counterparts doesn’t mean there isn’t very good reason to keep accurate shareholder records. This article explores the questions private banks should ask when it comes to their investor records.