Tags
transfer agent
JOBS Act
Reg A+
Reg D
annual meeting
proxy
corporate governance
compliance
Investor relations
equity crowdfunding
investor communications
Biography
Patrick Tracey is Director, Business Development. In this role, Pat is responsible for business development within the US corporate issuer community.
Pat joined Morrow Sodali from Carta, Inc. where he led business development efforts for Carta’s transfer agent program. Previously, Pat led business development for public and private companies for transfer agent, equity crowdfunding, stock plan and related governance & compliance programs for Computershare. Pat spent many years at ChaseMellon Shareholder Services where he focused on insurance, bank and credit union demutualization, among other areas. Pat began his career at Morrow and Co.
Pat is a former President of NIRI’s largest chapter, NIRI New York, and was a member of the NIRI Annual Conference Committee in 2018. He is a board member of the Crowdfunding Professional Association.
He holds a BS in Management from New York University.