Patrick Casey Email & Phone Number

Huntington Beach, CA, US

• Tropicali Ventures is an advisory agency that partners with startup founders and accelerators to solve everyday business challenges. We work with founders across various stages of their entrepreneurial journey.
• Operational Efficiency: Streamlining processes, improving team management, and integrating tech solutions.
• Financial Strategy: Offering financial modeling, cash flow management, and fundraising support.
• Business Growth: Helping founders refine their business models, expand market presence, and drive sustainable growth.
• Referral Network: Connecting founders with specialized resources and experts to address unique challenges.

Madison, WI, US

• As a fractional Chief of Staff with vChief, I serve as an extension of the management team, stepping into roles that often didn’t previously exist to fill critical gaps and ensure operational continuity. I provide.
• Financial Strategy & Fundraising: Provided strategic financial planning and guidance on fundraising efforts, ensuring alignment with organizational goals and growth objectives.
• Operational Excellence: Streamlined processes, identified inefficiencies, and implemented best practices to optimize operations across multiple client organizations.
• Leadership & Team Support: Stepped into crucial leadership roles to support founders in developing and leading areas critical to growth, particularly where expertise was needed but not previously established.
• Strategic Planning: Collaborated with executive teams to define and implement strategic goals, aligning business initiatives with the broader organizational vision.
• Financial Curriculum Development: Spearheaded the creation of a comprehensive financial curriculum for an accelerator program, ensuring startups have a robust foundation in financial literacy and strategy.

Santa Ana, California, US

• As a key partner to the CEO and founder at Arqlite, I took on leadership roles that extended beyond traditional finance. I spearheaded the development of Arqlite’s plastic credits program, positioning the company as.
• Leading the development and certification of plastic credits, a market innovation modeled after carbon credits
• Overseeing all accounting processes, including AP/AR, and managing financial audits
• Partnering with the CEO on strategic initiatives & business development
• Preparing reports and engaging in board discussions, assisting the founder with board meetings
• Leading capital-raising efforts through equity, debt, and crowdfunding campaigns

London, England, GB

• At HASH, I was responsible for establishing foundational processes that enhanced operational efficiency and financial clarity. I implemented a cloud-based accounting system that integrated real-time data, enabling the.
• Financial system implementation & process improvement
• Operational optimization & workflow management development
• Data-driven decision-making for business operations

New York, NY, US

• At Morgan Stanley, I led a 10-person team overseeing complex financial transactions in fixed-income and equity markets. My role spanned multiple disciplines, including transaction management, risk mitigation, and.
• Managing high-value financial transactions across municipal bonds, corporate bonds, and equity IPOs
• Risk mitigation strategies to safeguard transaction success and ensure regulatory compliance
• Relationship management, fostering collaboration across internal divisions, and overseeing the revenue-sharing partnership with MUFG JV for equity and bond transactions
• Streamlining operational workflows and implementing process improvements to boost efficiency
• Financial oversight and reporting, ensuring accurate and timely accounting for large-scale deals

New York, NY, US

New York, NY, US

New York, NY, US

Dublin, OH, US

US