Business operator and finance professional who learned AI the hard way. Straightforward, hands-on help from someone who's run the back office himself. Plus the spreadsheets I've used to win deals for over 25 years.
Ultimate Spreadsheets by PatrickTHREE WAYS TO WORK WITH PATRICK
ABOUT PATRICK QUIGLEY
An operator who learned AI the hard way.
I ran operations for a $158M family office for two years. I set it up, structured it, kept the books, and managed the lawyers, private bank, investment firms, and insurance.
Before that, I worked in finance. Then I co-founded a startup and paid a contractor $8,250 a month for five months. He left us with systems we couldn't run. So I learned AI myself.
Now I work side by side with business owners. You own what we build. You know what every dollar returns.
Analyst at a commodity futures fund in downtown Los Angeles, responsible for analyzing positions and supporting portfolio decisions.
Ran an algorithmic trading desk for a Merrill Lynch proprietary trading firm in downtown Phoenix. Series 7 licensed, NYSE member. Made fast decisions with real capital using models that had to perform.
Founded Quigley Capital Group, Inc., an investment company, and assembled a single-family residence portfolio by underwriting each acquisition.
After the 2010 downturn, co-founded a real estate private investment fund in Phoenix. Underwrote distressed commercial property deals and negotiated land acquisitions.
Director of Finance for the Arizona State Treasurer's Office, overseeing $18B in investments. Led the RFP process and executed the state's banking contract, covering roughly $35B in annual banking transactions.
Recruited to organize and structure the launch of a $158M family office. Over two years, built the operating framework, managed the personal books, and coordinated the lawyers, private bank, investment managers, and insurance providers. Led due diligence on the family real estate portfolio.
Led a general contractor business that doubled revenue annually. Developed the #2 national YouTube channel in the industry (25k subscribers), which drives quarterly training classes.
Solo practice helping service business owners implement AI systems they own and control. Also available for business consulting and sell-side M&A financial preparation.
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Hidden on the live site until there are real results to show.
READY WHEN YOU ARE
I'll teach you to update and run AI on your own, so you save money on consultants and gain the confidence to use it every day. Apply, and if we're a fit, we start next week.