Patrick Armstrong
About Patrick Armstrong
Patrick Armstrong is the Senior Director of Solutions Engineering at Carta, where he leads a team focused on Annual Recurring Revenue initiatives and oversees complex financial services. With extensive experience in fund administration and compliance, he has held various leadership roles in the finance industry, including positions at Independent Broker-Dealers and Prime Executions.
Current Role at Carta
Patrick Armstrong serves as the Senior Director of Solutions Engineering at Carta, a position he has held since 2024. In this role, he leads a Solutions team that supports all Annual Recurring Revenue (ARR) initiatives. His responsibilities include overseeing complex financial services such as Cap Table management, ASC 718 Reporting, and QSBS Attestation. Armstrong plays a key role in Fund Administration and Fund Tax services, advocating for compliance within the organization.
Previous Positions at Carta
Patrick Armstrong has held multiple positions at Carta prior to his current role. He was the Director of Product Solutions, Platform for 11 months in 2023, and the Director of Sales, Compensation from 2021 to 2023. Additionally, he served as the Director of Public Sales for 11 months in 2021 and the Director of Capital Markets for 8 months in 2021. He also worked as an Account Executive from 2017 to 2020, contributing to various aspects of the company's operations.
Background in Financial Services
Armstrong has extensive experience in the financial services sector. He worked as a Sales Trader/Floor Broker at Independent Broker-Dealers on the NYSE for 10 years from 1996 to 2006. He also held the position of Managing Director/Head of Institutional Sales/Equity Trader at Prime Executions, Inc. from 2008 to 2016. His early career included roles as an Equity Trader at Glickenhaus & Co. and as a Managing Director/Floor Broker at Battenkill Capital.
Leadership Experience
Between 2012 and 2014, Patrick Armstrong served as the President of The Security Traders Association of New York. This role allowed him to engage with industry peers and contribute to discussions regarding trading practices and regulations within the financial markets. His leadership experience complements his technical expertise in financial services.
Education and Expertise
Patrick Armstrong earned a Bachelor’s Degree in Pre-Medical Studies from Columbia University, where he studied from 1990 to 1994. His educational background, combined with his professional experience, has equipped him with expertise in managing both Private Equity LLCs and Non-Private Equity LLCs, enhancing his contributions to the financial services industry.