Patrick Casey

Patrick Casey Email and Phone Number

Huntington Beach, CA, US
Patrick Casey's Location
Huntington Beach, California, United States, United States
Patrick Casey's Contact Details

Patrick Casey personal email

n/a
About Patrick Casey

Building and scaling a business is no easy feat—founders face constant challenges, from financial uncertainty to operational complexity. That’s where I come in. At Tropicali Ventures, I provide founders with the strategic guidance, clarity, and hands-on support needed to tackle those hurdles head-on and navigate their entrepreneurial journey with confidence.My approach is rooted in empathy—I’ve been in the trenches alongside founders, helping them secure funding, optimize operations, and build scalable, sustainable businesses. I understand the dilemmas that come with entrepreneurship: making tough financial decisions, overcoming operational bottlenecks, and staying focused on growth in an ever-changing market.With a decade of experience that spans managing multi-billion-dollar portfolios on Wall Street to helping startups secure millions in funding, my mission is to help founders not just survive but thrive. I offer expertise in financial modeling, cash flow analysis, capital allocation, and operational optimization—all tailored to meet the specific needs of startups and small businesses.Whether you’re looking to refine your business strategy, improve operational efficiency, or secure the capital you need to scale, I’m here to be your trusted partner, providing the insights and solutions necessary to help your business grow.Let’s connect and explore how Tropicali Ventures can support your journey. Together, we’ll turn today’s challenges into tomorrow’s milestones.

Patrick Casey's Current Company Details
OC Startup Community

Oc Startup Community

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Founder
Huntington Beach, CA, US
Patrick Casey Work Experience Details
  • Oc Startup Community
    Founder
    Oc Startup Community
    Huntington Beach, Ca, Us
  • Tropicali Ventures
    Founder
    Tropicali Ventures Jul 2022 - Present
    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.
  • Vchief
    Fractional Executive Chief Of Staff
    Vchief Jun 2023 - Present
    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.
  • Arqlite
    Director Of Finance & Project Management
    Arqlite Sep 2020 - Jul 2022
    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
  • Hash
    Operations Lead
    Hash Oct 2019 - Feb 2020
    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
  • Morgan Stanley
    Director Syndicates
    Morgan Stanley Jan 2018 - Oct 2019
    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
  • Morgan Stanley
    Associate Syndicates
    Morgan Stanley Jan 2015 - Dec 2017
    New York, Ny, Us
  • Morgan Stanley
    Analyst Syndicates
    Morgan Stanley Jan 2012 - Dec 2014
    New York, Ny, Us
  • Morgan Stanley
    Trade Support Intern
    Morgan Stanley Jun 2011 - Aug 2011
    New York, Ny, Us
  • Cardinal Health
    Procurement Operations Intern
    Cardinal Health Jun 2010 - Aug 2010
    Dublin, Oh, Us
  • Blue Hills Wellness Center
    Business Development Intern
    Blue Hills Wellness Center Jun 2009 - Aug 2009
    Us

Patrick Casey Skills

Excel Financial Modeling Public Speaking Business Valuation Accounting Powerpoint Microsoft Office Bloomberg Microsoft Excel Financial Analysis Corporate Finance Banking Finance Microsoft Word Public Relations Sales B2c Marketing Brand Management Communication Content Marketing Leadership Entrepreneurship Time Management Business Strategy Decision Making Nonprofit Management Small Business Management Personal Branding Project Management Investments Capital Markets Social Media Marketing Small Business Financial Management Management Operations Management

Patrick Casey Education Details

  • Syracuse University - Martin J. Whitman School Of Management
    Syracuse University - Martin J. Whitman School Of Management
    Entrepreneurship & Emerging Enterprises - Major | Finance - Major | Accounting - Major

Frequently Asked Questions about Patrick Casey

What company does Patrick Casey work for?

Patrick Casey works for Oc Startup Community

What is Patrick Casey's role at the current company?

Patrick Casey's current role is Founder.

What is Patrick Casey's email address?

Patrick Casey's email address is pa****@****ley.com

What schools did Patrick Casey attend?

Patrick Casey attended Syracuse University - Martin J. Whitman School Of Management.

What are some of Patrick Casey's interests?

Patrick Casey has interest in Start Ups, Traveling, Technology, Adventures, Reading, Fitness, Sports.

What skills is Patrick Casey known for?

Patrick Casey has skills like Excel, Financial Modeling, Public Speaking, Business Valuation, Accounting, Powerpoint, Microsoft Office, Bloomberg, Microsoft Excel, Financial Analysis, Corporate Finance, Banking.

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