Coby Lyons Email & Phone Number

San Francisco Bay Area

Broadridge Financial Solutions is a global fintech leader providing investor communications and technology-driven-solutions to banks, broker-dealers, mutual funds and corporations globally.-Assist Corporate Counsel, Outside Counsel and Investor Relations professionals with challenges related to capital markets, M&A, and annual compliance. -Consult corporations on ESG engagement and disclosure; benchmarking, report design, carbon reporting-Consult public, and soon to be public, companies with in-depth financial analysis & governance bench-marking to compare numerous shareholder communication options -Provide hands on support and timing recommendations to all clients as they navigate unfamiliar processes from S-1 Filings, IPO to Annual & Special Shareholder Meetings -Track SEC and exchange compliance changes to advise clients on changing governance

San Francisco Bay Area

MRC is a technology and services company specializing in workflow solutions and office systems. - Responsible for management and growth for a portfolio of small to mid-size accounts- Conducted document management analysis and reviewed workflow to identify inefficiencies to make hardware and software recommendations - Advised clients of productivity enhancements and cost savings associated with a digital workflow- Grew territory revenue by at least 20% annually every year through prospecting, upgrades and referrals

San Francisco Bay Area

World Savings was the second largest savings and loan in the United States and was acquired by Wachovia in 2006.-Met mortgage applicants to obtain personal financial information and analyze applicant credit worthiness for new home and refinance mortgages-Explained to clients the unique mortgages and equity line options available through the bank-Marketed World Savings' loan origination platform to third party mortgage brokers

Bs, Business Administration With Finance Concentration

Activities and Societies: - Senior Honors Finance Forum; Men's Lacrosse - Member of 2000 WCLL Championship Team

Mba, Finance

Study Abroad

Activities and Societies: - Volunteered at Ukhanyo Primary School in Masiphumelele Township