Patrick Armstrong Email and Phone Number
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• An enthusiastic leader who consistently meets commitments with integrity• Experienced relationship builder who brings people together• Engaged teacher and student of the marketplace• Passionate compliance advocate sought out as a peer expert of the public & private market's community
Carta
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Senior Director, Solutions EngineeringCarta Jan 2024 - PresentSan Francisco, California, UsCurrently running a Solutions team that supports all ARR at Carta. Cap Table, ASC 718 Reporting, 409A, Carta Total Compensation, QSBS Attestation, Equity Advisory,Alternative Assets (both PE LLCs and Non PE LLCs), Fund Administration, Fund Tax.
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Director Of Product Solutions, PlatformCarta Jan 2023 - Dec 2023San Francisco, California, UsCarta is now a platform company that can solve more than just tracking your cap table and equity incentive plan. When you purchase Carta, you are not just buying a software solution. Companies now benefit from our network and data to drive efficient scaling of your business by managing both your payroll and capital spend. Carta can educate your employees to understand their equity and advise them on proper tax strategy for your employees. We also have a world class valuation business that can execute your 409A and deliver Business Enterprise Valuations. If you are a founder, there is only one logical choice. Choose the network that can help you scale.
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Director Of Sales, CompensationCarta Oct 2021 - Jan 2023San Francisco, California, UsReal time data to solve equity and salary compensation.
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Director Of Capital MarketsCarta Jan 2021 - Sep 2021San Francisco, California, Us
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Director Of Public SalesCarta Feb 2020 - Jan 2021San Francisco, California, Us
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Account ExecutiveCarta May 2017 - Feb 2020San Francisco, California, UseShares is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders. We are bringing stock certificates and options onto the cloud and into the 21st century. Companies can easily issue stock certificates individually or in bulk, and shareholders can receive and view their shareholdings across all private companies on one screen.
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Managing Director/Head Of Institutional Sales/Equity TraderPrime Executions, Inc. Nov 2008 - May 2016New York, UsPrime Executions is a full service broker dealer that effectively uses it's unique location on the floor of the NYSE to offer a superior execution in markets both foreign and domestic. Prime has been finding liquidity for the institutional financial community since 1986. Prime Executions has attracted the best the floor has to offer in terms of our personnel, and our organization has adapted successfully to an electronic trading world, through my leadership. Prime Executions continues to grow the amount of order flow executed, boasting an average of over 240 million shares a month this year to date. Our organization represents the best senior experience found within the NYSE community. We live by the mantra, "Our Word Is Our Bond", and we apply that traditional level of service to superior electronic equity execution. -
2012-2014 PresidentThe Security Traders Association Of New York May 2012 - Jul 2014New York, Ny, UsAs the first two consecutive term President of a 75 year old organization, my responsibilities included driving membership, raising corporate donations, and organizing two corporate events a year on market structure. Coordinating an annual conference every April on market structure required using my network of financial professionals, and finding the best way to get my peers to deliver the highest level of content to my constituents. Every fall, we would host an International market structure conference to educate the community on global challenges in the equity space. Over 500 attendees attended the Annual Conference, and over 250 attended the International Conference. -
Managing Director/Floor BrokerBattenkill Capital Dec 2006 - Nov 2008UsSpecialized in institutional trading in listed equities on the floor of the NYSE, over-the-counter markets (OTC), options, investment banking (IB), and providing independent proprietary research. Clients include NYSE member firms, non-member firms, mutual funds, asset management firms and hedge funds. Responsible for the day to day management and operation of twenty employees. Discovered and hired personnel who developed consistent commissions from their books of business. -
Sales Trader/Floor BrokerIndependent Broker-Dealers On The Nyse Mar 1996 - Dec 2006New York, Ny, UsA broker representing both Direct Access business and sell side institution order flow on the competitive environment of the floor of the New York Stock Exchange. These were the formative years of learning how to best prioritize my goals and manage risk. A clerk for the first four years, I rose through the ranks quickly to become a member of the New York Stock Exchange in June of 2000. I began to represent other member's interests during the time when the NYSE went public, spending time in Washington lobbying for the floor's interests.
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Equity TraderGlickenhaus & Co. 1994 - 1996Portfolio Administrator and Trader for an Investment Manager who at the time had over 6 Billion under management. Worked extensively with seven different Portfolio Managers to see that their trading goals were met on a daily basis.
Patrick Armstrong Skills
Patrick Armstrong Education Details
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Columbia UniversityPre-Medical Studies
Frequently Asked Questions about Patrick Armstrong
What company does Patrick Armstrong work for?
Patrick Armstrong works for Carta
What is Patrick Armstrong's role at the current company?
Patrick Armstrong's current role is Solutions|Cap Tables|Fund Administration|Expense Accounting|409A|Compensation|Equity Advisory|Valuations|Private Equity|Private Liquidity|Venture Capital||Sales|Leadership|Public Speaking.
What is Patrick Armstrong's email address?
Patrick Armstrong's email address is pa****@****inc.com
What is Patrick Armstrong's direct phone number?
Patrick Armstrong's direct phone number is +121281*****
What schools did Patrick Armstrong attend?
Patrick Armstrong attended Columbia University.
What are some of Patrick Armstrong's interests?
Patrick Armstrong has interest in Hiking/camping, Children, Skiing, Economic Empowerment, Environment, Music, Market Structure, Pop Warner Football, Percussion, Health.
What skills is Patrick Armstrong known for?
Patrick Armstrong has skills like Sdlc, Business Analysis, Testing, Quality Assurance, Project Management, Test Cases, Analysis, Risk Management, Test Planning, Product Management, Requirements Analysis, Requirements Gathering.
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