Patrick M.

Galvanizer
DISC Type : Id

EVP of Global Finance, Analytics and Planning at Metagenics

Aliso Viejo, California, United States

Overview

Patrick is a global finance executive with over 20 years of experience in North America and Europe, specializing in private equity-backed settings. A Certified Public Accountant with a degree from the University of Waterloo, he excels in M&A, ERP rollouts, and AI-powered decision-making.

Outside of his finance roles, Patrick is a passionate advocate for mens health, actively participating in and promoting fundraising initiatives like Movember to spark important conversations and support the cause.

Unique fact: While serving as a senior finance leader at Metagenics, he also stepped in as the companys Interim Chief Technology Officer.

Personality Overview

Persuader

People-Oriented

Pragmatic

They are not against taking risks and can make tough decisions when required.
  They will fight for you if they come to believe in you. A combination of speed and relationship gets the best response from them.

Topics They Care About

AI in Finance
Drives enterprise performance by embedding AI and modern systems into daily decision-making, turning insights into action.
PE Value Creation
Focuses on transforming finance functions to support private equity ownership, demonstrated by increasing EBITDA by 70% and leading a successful sale.
Cross-Border M&A
Has extensive experience leading M&A efforts, including due diligence and post-merger integration across Europe and Latin America.

Media Appearances

Patrick has no verified media appearances

Work History

1-2026
EVP of Global Finance, Analytics and Planning at Metagenics
9-2022 - 12-2025
Senior Vice President Finance at Metagenics
10-2023 - 12-2023
Interim Chief Technology Officer at Metagenics
9-2013 - 11-2016
Director, Business Planning and Analysis at Fresenius Kabi
9-2012 - 8-2013
Director, Projects and Audit: Europe, Latin America and Africa at Fresenius Kabi

Education

Honors Bachelor of Mathematics from University of Waterloo

More Information

Social Presence :

Prographics :

Exp : 10 Location : Aliso Viejo, California, United States Job Level : Leadership Designation : EVP of Global Finance, Analytics and Planning at Metagenics
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Talk about some of the cool and impressive features of your product
  • Talk about other customers and how they have derived value from your product
  • Take a friendly, informal yet confident approach while pitching

DONT's

  • Don’t be excessively objective, focus on building a story first
  • Do not look like someone who doesn’t know what they are talking about
  • Don’t make promises that are hard to keep

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Patrick

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Patrick take some risk or not?

  • If necessary, they will be ready to take risks.

You And Patrick

Personality Compatibility


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