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Coby Lyons
Director of Sales at Broadridge Financial Solutions - Using Technology to Help Companies Engage Shareholders
Coby Lyons is a Senior Director of Account Management at Broadridge Financial Solutions, based in the San Francisco Bay Area.1 He specializes in ESG (Environmental, Social, and Governance), M&A (Mergers and Acquisitions), Proxy, and SEC Filing services.1
With over 16 years of experience at Broadridge, Coby has been working there since October 2007.1 His role focuses on helping companies simplify and optimize their shareholder communications strategies. By implementing technology and data-based solutions, Coby's clients see increased shareholder engagement while reducing costs.1
Key aspects of Coby's professional background include:
Experience
- Assisting Corporate Counsel, Outside Counsel, and Investor Relations professionals with challenges related to capital markets, M&A, and annual compliance
- Consulting corporations on ESG engagement and disclosure, including benchmarking, report design, and carbon reporting
- Providing in-depth financial analysis and governance benchmarking for public and soon-to-be-public companies
- Offering hands-on support and timing recommendations for clients navigating processes from S-1 Filings and IPOs to Annual & Special Shareholder Meetings1
Education
- MBA in Finance from California State University-East Bay - School of Business and Economics (2005-2007)
- BS in Business Administration with Finance Concentration from St. Mary's College of California (1996-2000)
- Study Abroad at the University of Cape Town (1999)1
Coby's expertise extends to various aspects of financial services, including financial printing, EDGAR filings, typesetting, transfer agent services, corporate actions, IPOs, virtual shareholder meetings, shareholder data, proxy processes, and more.1