After 30 years of financial services leadership at top national and regional institutions, Patrick Trask has joined the CSG Partners team as a managing director. He’ll focus his efforts on middle market clients in Upstate and Western New York, the Hudson Valley and surrounding regions. Patrick’s multifaceted experience as a commercial banker, an accountant, and as a management consultant will be an asset to CSG’s industry-leading ESOP investment banking practice.
Patrick most recently served as a senior vice president at Lakeland Bank where he led the institution’s New York State commercial and middle market team. No stranger to employee stock ownership plans, his team was instrumental in the assessment and financing of multiple leveraged ESOPs. In addition to increased loan origination and deposit growth, Patrick was instrumental in redeveloping Lakeland’s regional strategic plan, operating model, and compliance process.
His professional experience also includes roles at HSBC Bank USA, JPMorgan Chase & Co, Bank of New York, TD Bank, Webster Bank, and PricewaterhouseCoopers. A graduate of the University of Notre Dame with a degree in accounting, he is also a licensed CPA in New York. Patrick’s broad working knowledge of the commercial banking landscape and the broader financial ecosystem will only bolster CSG’s extensive capital advisory and ESOP financing capabilities.
“His track record as a financial advisor is exemplary,” notes Lawrence Kaplan, CSG’s founder and managing partner. “Clients have trusted Patrick to thoroughly understand their businesses, recommend meaningful banking solutions, and structure financing that drives growth and provides maximum flexibility. We’re thrilled to welcome Patrick as he joins CSG’s team of over 30 dedicated investment banking professionals."
A former squad leader/corporal in the US Marine Corps Reserves, Patrick’s commitment to community service remains an enduring trait. He’s served on the boards of the Food Bank of the Hudson Valley, Hudson Valley Pattern for Progress, and Hudson Valley Economic Development Corporation.
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