Patrick Fox

21 Years Mastering What Matters

Patrick Dean Fox

Analytics Implementation Manager

Full-Stack BI Developer • Data Engineer • AI-Augmented Builder

“A jack of all trades is a master of none, but oftentimes better than a master of one.”

— The full quote that defines my approach

I believe in mastering whatever I invest my time in. Whether it's finance, operations, data engineering, or AI—I dive deep, learn fast, and deliver. My diverse background isn't a distraction; it's my superpower for solving complex, cross-functional problems.

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Client Portals

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Consulting Hours

TableauPower BISQLPythonNext.jsReactTypeScriptETL / ELTdbtSnowflakePostgreSQLAWSDockerLLMs / RAGOllamaZuar PortalData ModelingAutomationTableauPower BISQLPythonNext.jsReactTypeScriptETL / ELTdbtSnowflakePostgreSQLAWSDockerLLMs / RAGOllamaZuar PortalData ModelingAutomation
Data Experience Platforms

Portal Projects

Enterprise analytics portals I've designed and built. Swipe or use arrows to explore.

🚀 Innovation Pioneer

Private Equity Intelligence Platform

AI-Powered Portfolio Analytics

Private Equity / AI Innovation • First Local LLM Integration in Portal

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7

Dashboard Pages

5

Data Sources

First

Local LLM Integration

New

Product Feature

Live DemoWrite-up
Apps & Documentation

Things I've Built

Live apps, tools, repositories, and documentation — explore the work directly.

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Next.jsAI
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AnalyticsDashboard
Apps

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Automation
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Full-Stack Analytics Expertise

I work across the entire data stack—connecting sources, transforming data, and building the dashboards that help teams make better decisions.

How I Got Here

Right now I'm at Zuar Inc as an Analytics Implementation Manager, where I help clients get their data into actionable dashboards. I handle everything from data pipelines to portal design.

Before Zuar, I spent years in operations—COO at Thomas Inventory Services and Propel Electric Bikes. Those roles gave me real business context that shapes how I approach analytics today. I know what it's like to be the person waiting on reports.

What I've Delivered

  • •16+ client portals launched at Zuar for enterprise clients
  • •200+ portal pages launched at Zuar for enterprise clients
  • •24+ data sources launched at Zuar for enterprise clients
  • •Built analytics from scratch at multiple companies launched at Zuar for enterprise clients

Data Engineering

Python (APIs, ETL)SQL (Transformations)Zuar RunnerBigQueryData Modeling

Front-End Development

JavaScriptHTML/CSSAngularReactAI-Assisted Dev

BI Platforms

Data Experience PlatformTableauThoughtSpotPower BILooker

AI & Automation

Local LLMsChatbots (MCP)Prompt EngineeringVibe CodingWorkflow AI

Design & UX

Dashboard DesignData VisualizationUX ResearchResponsive DesignAccessibility

Infrastructure

SSO ImplementationRole-Based AccessAPI IntegrationCloud DeploymentSecurity

I use AI tools to move faster and take on work I couldn't have done before

Career Journey

Professional Experience

21 years spanning financial services (Merrill Lynch, USAA), operations leadership (COO twice), and modern analytics/AI implementation. One of the few professionals who can read a balance sheet, architect a data pipeline, and deploy an LLM—all in the same conversation.

21 Years of Growth

📦 Startup to Scale
📦 Startup to Scale
📊 Zero to BI Hero
🚀 Full-Stack Analytics

2005

2007

2009

2012

2013

2016

2020

2021

2022

2026

Early Career
Thomas (7.5 yrs)
Propel (2.5 yrs)
Zuar (Current)
🚀Deep Dive Available
Current Role

Analytics Consulting

Zuar Inc

Analytics Implementation Manager

Oct 2022 - PresentRemote
  • •Lead end-to-end analytics implementations for enterprise clients including Fortune 500 companies
  • •Build data pipelines connecting 24+ source system types using Zuar Runner
  • •Deploy and embed Tableau, ThoughtSpot, Power BI in custom-branded portals

16+ Client Portals

200+ Pages Built

24+ Data Sources

2,000+ Hours

E-Commerce & Retail

Propel Electric Bikes

Operations Manager → COO

Mar 2020 - Oct 2022Brooklyn, NY / Long Beach, CA
  • •Scaled operations during explosive growth phase ($2M→$8M revenue)
  • •Implemented Looker/BigQuery as company's first real analytics infrastructure
  • •Grew team from 8 to 35 across 3 locations (Brooklyn, Long Beach, overseas support)

$2M→$8M Revenue

8→35 Employees

35% Less Stockouts

3 Locations

Third-Party Logistics & FBA Prep

Thomas Inventory Services

Operations Manager → Director → COO

Sep 2012 - Mar 2020Somerville, NJ
  • •Grew with company from $3M startup to $12M established 3PL over 7.5 years
  • •Built custom Python ETL to ingest POs/SOs, generate dynamic Amazon FBA labels, and create automated pick lists
  • •Built BI and reporting infrastructure from scratch—Excel to SQL to Camelot Excalibur WMS

7.5 Year Tenure

$3M→$12M Growth

5M+ Units/Year

96% Retention

Financial Services

USAA

Financial Foundations Specialist

Oct 2009 - Sep 2012Tampa, FL
  • •Held FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses
  • •Licensed for Property & Casualty insurance in all 50 states
  • •Provided comprehensive financial guidance to military members and their families
  • •Developed ability to explain complex financial concepts to non-technical audiences

Series 7 & 66

P&C All 50 States

Military Families

3 Year Tenure

Retail & Creative Services

DRC Collective

Business Controller

Sep 2007 - Oct 2009Philadelphia, PA
  • •Full financial operations ownership including reporting, bookkeeping, and budgeting
  • •Implemented and managed QuickBooks for company accounting and reporting
  • •Operations administration bridging creative and business functions
  • •Data analysis for business decision-making and performance tracking

QuickBooks

Financial Reporting

Bookkeeping

2+ Year Tenure

Financial Services & Wealth Management

Merrill Lynch

Finance Account Specialist

Aug 2005 - Sep 2007Hopewell, NJ
  • •Began career at premier financial services and wealth management firm
  • •Account management and client relationship support
  • •Exposure to institutional financial operations and compliance requirements
  • •Foundation in regulated industry processes that shaped later approach to data governance

Wealth Management

Account Support

Client Relations

2+ Year Tenure

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AI-Augmented Work

AI & Automation

AI tools have genuinely changed how I work. Not replacing what I do, but letting me do more of it, faster, across a wider range of challenges.

The AI Multiplier

13 years of domain knowledge combined with modern AI assistance. I know what to build and why—AI helps me build it faster.

Faster Delivery

Projects that used to take weeks can happen in days. Not because I'm cutting corners, but because AI handles the tedious parts.

Broader Capabilities

I can now take on front-end work, write Python scripts, and build things I would have delegated before. AI fills in the gaps.

Vibe Coding

Describe what you want, iterate quickly, ship something. It's a different way of working that feels more like collaboration than solo development.

Less Grunt Work

Boilerplate, documentation, refactoring—AI handles the stuff that used to eat up time. I focus on the actual problem.

Local LLM Experiments

Playing with local language models to understand what's possible. Data privacy matters for enterprise use cases, and running things locally gives you more control.

Chatbot Development

Building chatbots that actually connect to business systems using MCP (Model Context Protocol). Not just chat interfaces, but agents that can pull data and take actions.

Prompt Engineering

Learning what makes prompts work well. It's part art, part science. Good prompts can be the difference between useless output and genuinely helpful AI assistance.

AI in Workflows

Finding places where AI can actually help in day-to-day work. Not everything needs AI, but some tasks—like drafting, summarizing, coding boilerplate—really benefit.

This portfolio was built with AI assistance—a demonstration of the workflow

Sample Code

Code Showcase

Real scripts and configurations demonstrating automation, data processing, and infrastructure expertise

Code Samples

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SELECT
    account_name,
    SUM(savings) AS total_savings
FROM cost_optimization
WHERE period >= DATE_TRUNC('quarter', CURRENT_DATE)
GROUP BY account_name
ORDER BY total_savings DESC
LIMIT 10;
Testimonials

What People Say

Recommendations from colleagues and clients I've had the pleasure of working with

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