Issuer Direct’s CEO, Brian Balbirnie, has his roots in Toronto and Connecticut, where, like any self-respecting youth, he despised Brussels sprouts. Fast forward to 2006, when, after decades of experience in emerging industries and observing the troubling, multi-vendor disclosure process that many companies had in place, Brian founded Issuer Direct — the first regulatory self-filing platform to the SEC. Over the years, Issuer Direct has grown to be one of the largest complete-platform plays for the public company marketplace. Along the way, it has garnered numerous awards, including being named a Deloitte Fast 500. While his company’s growth is incredibly satisfying, one of Brian’s greatest joys is seeing his employees leverage their professional success to create and experience fulfilling personal lives.
A Garden State native, Steve Knerr headed south for college, earning a B.S. in Business Administration from the University of Richmond. Steve joined Issuer Direct through its acquisition of Precision IR in 2013 and later became CFO. Previously he was vice-president, assistant controller of RHI Entertainment (Sonar Entertainment), accounting manager at Chesapeake Corporation and started his career as an audit professional with KPMG. Steve appreciates Issuer Direct’s small-company feel and the opportunity to work across departments with talented colleagues who wear many hats to get the job done. When Steve’s not at work, this former University of Richmond Intramural Ping Pong Champion (Gooo, SPIDERS!) is kept spinning by his three sons! There’s nothing like family … and Philly cheesesteaks.
Bernadette is just what you hope for in a partner: smart, collaborative and results-driven. She’s also funny, which is important in a business that connects with people every day. She has a great ability to make you understand that she is on the same side of the fence with you, while keeping her organization’s goals and needs paramount.
It’s fitting that Vice President of Sales North America — and Issuer Direct’s favorite funnyman — James Michael was born in Canada but raised in the United States. “Northern born but Southern by the grace of God!” he shouts on occasion from his desk. A highly experienced sales professional, James thrives on working with clients and helping them meet their vision and goals. He also finds it quite satisfying when his colleagues do the same in their personal lives: from houses and cars to bratty kids — justkidding. When not at work, he likes to hop on his motorcycle or spend time with his wife and daughters. If he could play any movie character, it would be the multiple roles by fellow funnyman Mel Brooks.
A proud native Texan, Director of Marketing Angie Goertz shines big and bright like the stars at night in her role promoting Issuer Direct’s products and services. Angie holds a B.S. in Advertising from the University of Texas (Hook 'em Horns) and brings years of experience in marketing strategy and the development of successful marketing campaigns and multi-touch, integrated lead-generation programs. She’s inspired daily by her creative, passionate colleagues and the empowering environment they collaborate in.
When not busy with tweets, banners and SEO/SEM, Angie’s even busier keeping up with her three children in baseball, cheerleading, softball and volleyball. When she does kick back, it’s on the beach to a stream of ‘80s tunes. She believes her dog, Bozley Higgens, is the coolest Basset Hound ever, and that fellow Texas native, Matthew McConaughey, was put on this earth to make her happy!
“D” is for Issuer Direct’s dynamic Director of Disclosure, Platform Sales, John Yapundich. John was born and raised in Sacramento, CA, where his room and the same sailing ships wallpaper still stand today under his parents’ watchful eye. After earning a B.S. in Business Administration from Cal State, he went on to become a founding partner of EDGARfilings, Ltd. and project lead and co‐creator of EDGARizer® — SEC EDGAR conversion software and EDGARforms.com, which was successfully sold to Thompson Reuters.
But John hasn’t always been suit and tie. One year, he lived on St. Thomas, soaking up a minimalist island existence. Now back on the mainland, he enjoys pursuing a healthy lifestyle through outdoor recreation and clean eating.
Originally born and raised in Turkey, Dee spent the majority of her life in New York where she earned a Bachelor's Degree in Cultural Anthropology at SUNY Geneseo, and her Master's Degree, MS, in Human Resources Management from Nazareth College of Rochester. Dee is also PHR and SHRM-CP certified. She has more than 7 years of experience working in the HR field for employers great and small, profit and non-profit. Dee specializes in employment law compliance, training and development, talent management, benefits management and employee relations policies and strategies.
Outside of work, Dee enjoys a healthy lifestyle filled with camping & hiking, gardening, meeting new people, and playtime with her Boston terrier.
Currently Preston is serving as our Director of Operations.
Previously at Issuer Direct, he served as the Reporting Disclosure Operations Manager at Issuer Direct Corporation. The Disclosure Reporting segment of Issuer Direct includes EDGAR filing conversions, XBRL conversions, typesetting and overseeing client workflow of both direct clients and reseller partnerships. He maintained the reseller workflow systems under the brand Issuer Services while also managing the XBRL department workflow and production team members.
Preston started at Issuer Direct as an account representative acquiring new clients and maintaining the working relationships.
Fred brings his proven success as founder of Filing Services Canada Inc., a provider of corporate compliance, and FSCwire, a major newswire in the Canadian market, to Issuer Direct Corporation. Having steered FSC over the past 20 years, he now applies his past experience and education at the Richard Ivey School of Business in negotiation, crisis communications, investor relations, integrated marketing and business planning to the growth of Issuer Direct.
As a Calgary native, Fred and his wife Nancy treasure their time biking and hiking the Canadian Rockies during the summer, catching rays on a Caribbean beach during the winter, travelling the world and snacking on peanut M&M’s.
Along with the importance of raising family (four grown children along with numerous dogs and cats), as a former Scouts Canada member and leader for 17 years, Fred has always believed in contributing to his community and continues to support various charities in Alberta.
A North Carolina native with an Undergraduate degree from NC State University as well as a MBA and MACC from Gardner-Webb University, Vice President of Stock Transfer Eddie Tobler brings creative problem solving and business smarts to his role at Issuer Direct. Eddie has more than a decade of experience in finance, banking, back-office clearing OPS, software- and IT-surrounding banking systems, customer service with both issuers and their shareholders, annual and special meetings, and fulfillment and logistics associated with multi-faceted mailings. Eddie appreciates working and learning from his colleagues. Off the clock, he’s in the great outdoors, hunting and fishing, or contributing to charitable efforts to benefit children and education.
Bernadette Lee is accountable for worldwide media relations and overseeing development of the company’s core newswire distribution as well as its social and digital footprint. She directs the company’s growth strategy and business operations in the Asia-Pacific region and Latin America, and cultivates communication networks in emerging global markets to serve the organization’s growing international capabilities.
Bernadette was recognized in 2013 by the UN Women National Committee Canada for her Contribution to Excellence in News Communications. One of the most prestigious honors the organization can bestow, this recognition celebrates an individual who has contributed to advancing women’s rights and achieving gender equality both in Canada and across the world. She also serves as a member of the Association of Electronic Journalists (RTDNA Canada), the voice for electronic journalists and news managers in Canada.
Through her work with Radio Television Digital News Association (RTDNA) Canada, an association of news managers and electronic journalists, Lee volunteers with journalists at all stages of their careers. At ACCESSWIRE, Lee directs the global media relations team in developing and maintaining strategic relationships with media partners, including news agencies, financial content providers and regulators. She was also instrumental in helping ACCESSWIRE create new data delivery models and evolve to become the largest news disseminator in Canada.
A performance driven and highly experienced VP, recently relocated back to the UK after three successful years leading a dual HQ corporate office in San Franciso. Provides a distinguished record exceeding 17 years with a world-leading commercial newswire and fully owned subsidiary of Berkshire Hathaway. Excelling in being able to translate strategy and vision in a meaningful way and to engage exceptional performance at all levels of business development and account management operations. Experienced in hands-on global portfolio management consisting of Fortune 500, FTSE 100, CAC 40 and Nikkei 225 clients.
Brian R. Balbirnie
President & CEO
Executive VP of Sales
VP of Distribution
VP of Business Development
VP of Stock Transfer
Director of Operations
Director of Human Resources
Director of Corporate Development
Director of Marketing
Director of Disclosure, Platform Sales
US Global HQ
500 Perimeter Park Drive, Suite D Morrisville NC 27560