Vice President
Jun 2022 - Sep 2024
AeroLeads people directory · profile
Patrick Tracey Email & Phone Number
Experienced professional - Helping public and private companies solve complex Exec Comp, Corporate Governance, ESG, Cyber Risk, Investor Relations and Shareholder Recordkeeping matters
1 work email found
@morrowsodali.com
3 phones found area 631 and 139
LinkedIn matched
4 data sources
Profile completeness 86%
Role
Experienced professional - Helping public and private companies solve complex Exec Comp, Corporate Governance, ESG, Cyber Risk, Investor Relations and Shareholder Recordkeeping matters
Location
New York, New York, United States
Who is Patrick Tracey? Overview
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Quick answer
Patrick Tracey is listed as Experienced professional - Helping public and private companies solve complex Exec Comp, Corporate Governance, ESG, Cyber Risk, Investor Relations and Shareholder Recordkeeping matters based in New York, New York, United States. AeroLeads shows a work email signal at morrowsodali.com, phone signal with area code 631, 139, and a matched LinkedIn profile for Patrick Tracey.
Patrick Tracey previously worked as Vice President at Iss Corporate Solutions and Board Member at Niri Twin Cities. Patrick Tracey holds Bachelor'S Degree, Business Administration And Management, General from New York University.
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Email format at morrowsodali.com
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{first_initial}{last}@morrowsodali.com
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AeroLeads found 1 current-domain work email signal for Patrick Tracey. Compare company email patterns before reaching out.
Profile bio
About Patrick Tracey
Experienced Business Development and Relationship Management Executive With Extensive Experience With Large Cap, Mid Cap, Small Cap & Pre-IPO Entities, Cross-Selling Multiple Products & Creating “Sticky” Relationships. Extensive experience and expertise working with companies to help develop best practices For Governance, ESG, Shareholder Activism Defense, Compliance, Stock Comp Plans & Investor Relations Programs. Expertise includes sales campaigns, pipeline management, SPACS, savings bank and insurance company demutualization, CRM reporting, executing project plans and using tools such as Microsoft Office and related products.Past President of NIRI-NY (2015) and Board Member of Crowdfunding Professional Assn and NIRI - Twin Cities
Listed skills include Investor Relations, Equities, Relationship Management, Securities, and 37 others.
10 roles · 42 years
Patrick Tracey work experience
A career timeline built from the work history available for this profile.
Board Member
Niri Twin Cities
Co-Chair - Programs at NIRI Twin CitiesFind us at https://www.niri-twincities.org/
Jul 2020 - Sep 2022
Board Member
Jul 2017 - Sep 2022
Director - Business Development
Expertise with: Proxy Solicitation - Activism - Corporate Governance and ESG Advisory - IPO Prep - Demutualization (Insurance Companies, Community Banks and Credit Union) - Stock Surveillance for Public, Private and Mutual companies and SPACS
Sep 2019 - Nov 2021
Director - Transfer Agent Sales
Led business development efforts for Carta’s transfer agent program on the public markets teamIntroduced colleagues to wide national contacts in law firms & banks, supported public markets teamProvided advice for companies approaching IPO status
Oct 2018 - Sep 2019
Svp
Led business development for public & private companies for transfer agent, stock plan & related governance & compliance programs.Delivered project management for entry into the Japanese & German markets.Established business development for corporate proxy solicitation & M&A services.Led Efforts on Insurance Company and Bank demutualizations and mutual.
Mar 2000 - Sep 2018
Past President & Board Member -Niri Ny
Niri Ny
Past Chapter President - NIRI-NY
2009 - Jun 2017
Vp
Chasemellon Shareholder Services
- Managed relationships with internal & external teams in IT, project management, corporate communications, investor relations, legal, operations, call center management & proxy solicitation.
- Led advisory team & trained issuers on NYSE & NASDAQ listing regulations, compliance, shareholder identification & designed literature for shareholders.
- Advanced from Clerk to Vice President in stock transfer department within 5 years.
- Selected as project manager for bank & credit union demutualization, delivered new IPO transfer agent opportunities, stock subscriptions, proxy solicitations & StockWatch programs.
- Landed large clients including Anchor Bank, Goldome, Astoria Bank, New York Community Bank, San Francisco Federal & Provident (New Jersey) Federal.
1984 - 2000
~16 yrs
Jan 1982 - 1995
Proxy Clerk
Morrow & Co.
Worked for proxy soliciting firm while attending NYU
Nov 1979 - Dec 1981
1 education record
Patrick Tracey education
-
New York University
FAQ
Frequently asked questions about Patrick Tracey
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What is Patrick Tracey's role at their current company?
Patrick Tracey is listed as Experienced professional - Helping public and private companies solve complex Exec Comp, Corporate Governance, ESG, Cyber Risk, Investor Relations and Shareholder Recordkeeping matters.
What is Patrick Tracey's email address?
AeroLeads has found 1 work email signal at @morrowsodali.com for Patrick Tracey.
What is Patrick Tracey's phone number?
AeroLeads has found 3 phone signal(s) with area code 631, 139 for Patrick Tracey.
Where is Patrick Tracey based?
Patrick Tracey is based in New York, New York, United States.
What companies has Patrick Tracey worked for?
Patrick Tracey has worked for Iss Corporate Solutions, Niri Twin Cities, Crowdfunding Professional Association, Morrow Sodali, and Carta.
How can I contact Patrick Tracey?
You can use AeroLeads to view verified contact signals for Patrick Tracey, including work email, phone, and LinkedIn data when available.
What schools did Patrick Tracey attend?
Patrick Tracey holds Bachelor'S Degree, Business Administration And Management, General from New York University.
What skills is Patrick Tracey known for?
Patrick Tracey is listed with skills including Investor Relations, Equities, Relationship Management, Securities, Financial Services, Mergers And Acquisitions, Capital Markets, and Business Development.
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