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, offering strategic guidance on operations, financial planning, and business growth. My focus is to provide practical, hands-on solutions for the issues founders face—optimizing workflows, managing cash flow, or preparing for fundraising. As a trusted advisor, I refer clients to additional resources and experts within my network when needed.Key Focus Areas:• 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 founders with support across various disciplines, particularly in financial strategy, fundraising, and operational improvements. My expertise allows me to integrate seamlessly into diverse organizational structures, providing tailored solutions that drive growth, operational excellence, and sustainable scaling.Key Focus Areas: • 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 one of the first in the U.S. to be certified to issue plastic credits, mirroring the carbon credit market. I oversaw all accounting processes, engaged in board discussions, prepared reports, and supported the founder during board meetings. With significant autonomy, I wore many hats, attended trade shows, spoke at climate tech conferences, and played a central role in Arqlite’s participation in Techstars and other climate and built environment space accelerators.Key Focus Areas: • 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 • Representing Arqlite at climate tech seminars and driving sales and partnerships • Securing grants and building financial models to support business growth • Playing a pivotal role in Techstars and other accelerator programs focused on climate and the built environment

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 business to make informed, data-driven decisions. My work helped set the stage for sustainable growth and scalability.Key Focus Areas:• 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 project oversight, ensuring efficient execution and risk control for multi-billion-dollar deals. I also managed key internal and external relationships. I was responsible for the revenue-sharing agreements within the MUFG JV for equity and bond transactions, administering the revenue base and maintaining strong ties with our counterpart bank to ensure smooth collaboration and mutual success.Key Focus Areas: • 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

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