Patrick Trask, CPA

With over 25 years of experience in banking, consulting, and public accounting, Patrick Trask offers clients a diverse financial services toolkit. A veteran of leading institutions, including HSBC, JP Morgan Chase, and BNY Mellon, he has an extensive track record with ESOP companies and a deep understanding of corporate finance.

Prior to joining CSG Partners in 2020, Patrick advised firms with revenue ranging from $15 million to $500 million as a Senior VP at Lakeland Bank. Among many commercial banking responsibilities, his team oversaw ESOP financing for middle-market companies. 

Patrick is based in Johnson City, Tennessee, and focuses on clients and advisor relationships across the southeastern US. A graduate of the University of Notre Dame, he also served as a Corporal/Squad Leader in the US Marine Corps Reserves.

Patrick is a licensed CPA in New York and Tennessee.