Patrick Debattista, Cfa

Patrick Debattista, Cfa Email and Phone Number

Full-time Financial Wellbeing Coach | Keynote Speaker | Lecturer | Helping professionals & teams achieve financial confidence | 150+ clients coached @ University of Malta
Patrick Debattista, Cfa's Location
Msida, Malta, Malta
Patrick Debattista, Cfa's Contact Details

Patrick Debattista, Cfa work email

Patrick Debattista, Cfa personal email

About Patrick Debattista, Cfa

I’m Patrick, and I’m on a mission to democratise and demystify financial knowledge! Based in Malta, Europe, I help people around the world with their financial planning needs. 𝐌𝐲 𝐩𝐫𝐨𝐟𝐢𝐥𝐞I’m a Chartered Financial Analyst (CFA) and Certified Public Accountant with two Master’s degrees in Accounting and Finance. I have studied and worked in Malta, Spain and the UK. This unique experience places me in an ideal position to provide you with well-rounded financial coaching, whatever your background or location. I have 20 years of full-time experience working in a Big Four firm and other leading multinationals, where I provided bespoke financial planning to businesses and individuals looking to consolidate, grow and protect their finances. 𝐏𝐮𝐛𝐥𝐢𝐜 𝐬𝐩𝐞𝐚𝐤𝐢𝐧𝐠I have given over 200 tailored financial wellbeing workshops in Malta and Europe. I am also a Lecturer at the University of Malta, MCAST and various other Business Schools, where I provide ACCA, MBA and Master’s level Finance courses. 𝐌𝐞𝐝𝐢𝐚 𝐜𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 I am a regular podcast guest, whether on the CFA UK podcast or many others. I collaborate with Malta’s largest online platform (Lovin Malta), where I create tailored financial education videos on a bi-weekly basis. I am a regular contributor on various leading European media. In 2023, I was also selected by the Government of Malta to represent the country’s national initiative on money management and retirement planning. Here, I deliver money management sessions to all cross-sections of society. 𝐓𝐡𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐅𝐨𝐫 𝐘𝐨𝐮 𝐖𝐚𝐲My mission is to provide everyone with access to financial knowledge, whether you are young or old; rich or poor. My social media channels have garnered an organic following of 16,000+, which has positioned Finance For You as the leading voice on personal finance in Malta. 𝐇𝐞𝐫𝐞 𝐟𝐨𝐫 𝐘𝐨𝐮I am here to make a meaningful impact to your financial journey. If you're:🔵 seeking to enhance your employees’ financial wellbeing, 🔵 looking for personalised guidance, or 🔵 simply interested in financial literacy, ...let's connect!If you would like more information, click on the below link to arrange a free consultation with no obligation:📆 Schedule a free call: https://calendly.com/financeforyou

Patrick Debattista, Cfa's Current Company Details
University of Malta

University Of Malta

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Full-time Financial Wellbeing Coach | Keynote Speaker | Lecturer | Helping professionals & teams achieve financial confidence | 150+ clients coached
Patrick Debattista, Cfa Work Experience Details
  • Finance For You
    Financial Coach
    Finance For You Jul 2023 - Present
    Malta
    - Full-time financial coach with a proven track record of guiding clients toward financial success. - I specialise in creating personalised strategies for budgeting, debt management and investment to help individuals and businesses achieve their financial goals. - With a commitment to financial education, I leverage 20 years of experience working in and studying Finance to create a unique offering focused on clients' financial well-being.- I am a CFA® charterholder. The CFA charter is the highest credential in the global investment management industry.- I hold a Master's degree in Financial Analysis as well as a Master's degree in Accountancy.
  • Finance For You
    Financial Coach
    Finance For You Aug 2023 - Present
  • University Of Malta
    Visiting Lecturer
    University Of Malta Sep 2017 - Present
    Malta
    I teach Valuations as part of the Investment Banking module to third year Bachelor of Commerce (Banking and Finance) students.
  • Mcast
    Visiting Lecturer
    Mcast Feb 2024 - Present
    Malta
  • Central Mediterranean Business School (Cmbs)
    Lecturer
    Central Mediterranean Business School (Cmbs) Jun 2018 - Present
    Malta
    I provide lectures in Financial Management (F9) and Management Accounting and Finance (F2) in part fulfilment of the ACCA qualification. I also deliver courses in Strategic Financial Management for the CMBS work-based MBA programme.
  • Idea Academy
    Lecturer
    Idea Academy Jan 2021 - Present
    Malta
    I lecture various modules at Master's degree level in Financial Management.
  • Various Entities
    Investment Committee Member / Non-Executive Director
    Various Entities Jan 2022 - Present
    Malta
    Investment Committee Member and Non-Executive Director in various regulated entities. I am fully PQ'ed by the Malta Financial Services Authority to provide these services.
  • Mazars
    Senior Manager - Financial Advisory
    Mazars Jan 2023 - Aug 2023
    Malta
  • Foster Clark Products Ltd
    Strategic Development Manager
    Foster Clark Products Ltd Apr 2022 - Nov 2022
    - Owned and coordinated the development, maintenance and communication of the company’s five-year strategy.- Managed the company’s M&A strategy development and maintained an ongoing pipeline of targets.- Provided market and category analysis when assessing potential business investment as required.
  • Rsm Mt
    Senior Manager
    Rsm Mt Mar 2019 - Apr 2022
    Malta
    a) Leading and developing a team of professionals providing M&A, Valuations and Corporate Finance services.b) Efficiently managing all phases of business advisory projects for multiple companies in a variety of sectors. c) Playing a leading role in improving client service and provide meaningful advice and recommendations. d) Participating in business development initiatives by sourcing opportunities with existing and potential clients.
  • Coast2Coast Capital (Pty) Ltd
    Private Equity Associate
    Coast2Coast Capital (Pty) Ltd Jan 2017 - Mar 2019
    Malta
    a) Participating in and reviewing due diligence and financial structuring for targets prior to acquisition;b) Assisting with the sourcing of potential deals by building, maintaining and visiting a network of key contacts;c) Reviewing all financial models and offer letters as part of the C2C Head Office; d) Preparing investment papers and presenting investment ideas to the Board of Directors on a periodic basis. Promoted from Analyst in December 2017.
  • Deloitte
    Manager, Financial Advisory Services (M&A)
    Deloitte Feb 2015 - Feb 2017
    Malta
    a) Performing corporate valuations and support in the creation of financial models;b) Providing transaction advice and support on mergers, acquisitions, disposals, restructuring, funding, listings and offerings, including buy-side and sell-side due diligence projects; c) Participating in AQR and stress testing projects for banks; andd) Strategic and business planning including financial modelling and investment appraisalProject experience includes:- Numerous corporate valuations using various methodologies, such as discounted cash flow analysis and comparable market/transaction multiples.- Financial due diligence: Assisted in providing full scope due diligence services to listed entities, namely: (1) a real estate conglomerate issuing a €40m corporate bond; (2) a company involved in project finance issuing a €40m corporate bond; - Loan portfolio evaluation for a local systemic bank: Performed an Internal Business Review for an international syndicated loan portfolio in the UK retail sector.- AQR for a local systemic bank: Carried out collateral valuations for the local loan portfolio of a Maltese systemic bank as part of its AQR.- Bank due diligence: Provided full scope due diligence as part of a Buy Side acquisition due diligence team reviewing the credit file portfolio of a retail bank.
  • Curmi & Partners Ltd.
    Portfolio Manager
    Curmi & Partners Ltd. Mar 2013 - Feb 2015
    Ta' Xbiex, Malta
    a) Preparing investment recommendations for new clients; b) Communicating investment ideas identified by the firm to the appropriate client in accordance with the investment mandate in terms of risk and return;c) Regularly reviewing Advisory portfolios to ensure that the investments held are in line with the respective investment parameters;d) Communicating any necessary changes in portfolio structure to either reflect changes in market conditions or changes in the client’s investment profile;e) Handling a number of execution-only clients; andf) Building a portfolio of Discretionary clients.
  • Bdo
    Direct Taxation Manager
    Bdo Jun 2010 - Feb 2013
    Malta
    a) Serving a diverse portfolio of local and international clients in meeting their taxation needs; b) Providing tax advice to clients and international colleagues within BDO worldwide;c) Travelling on business conferences with the aim of attracting FDI to BDO and Malta;d) Publishing material promoting Malta as a business-friendly jurisdiction;e) Reviewing and submitting annual corporate and personal tax returns;f) Reviewing statutory financial statements.
  • Kpmg
    Audit/Advisory Senior
    Kpmg Jun 2007 - Jul 2010
    Malta
    I worked with KPMG's Audit Department, mainly in the Telecommunications industry. I then moved to the Advisory arm of the company and formed part of the Regulatory and Compliance team.

Patrick Debattista, Cfa Skills

Corporate Finance Financial Analysis Finance Economics Accounting Tax Due Diligence Managerial Finance International Tax Corporate Tax Financial Reporting Financial Management Financial Planning Income Tax Lecturing Individual Taxation Equity Research Equity Valuation Bonds

Patrick Debattista, Cfa Education Details

Frequently Asked Questions about Patrick Debattista, Cfa

What company does Patrick Debattista, Cfa work for?

Patrick Debattista, Cfa works for University Of Malta

What is Patrick Debattista, Cfa's role at the current company?

Patrick Debattista, Cfa's current role is Full-time Financial Wellbeing Coach | Keynote Speaker | Lecturer | Helping professionals & teams achieve financial confidence | 150+ clients coached.

What is Patrick Debattista, Cfa's email address?

Patrick Debattista, Cfa's email address is pa****@****ail.com

What schools did Patrick Debattista, Cfa attend?

Patrick Debattista, Cfa attended Universidad Carlos Iii De Madrid, Malta Institute Of Taxation, University Of Malta, L-Università Ta' Malta, St. Aloysius College.

What are some of Patrick Debattista, Cfa's interests?

Patrick Debattista, Cfa has interest in Auditing, Financial Journalism, International Taxation, Investments, Direct Taxation, Taxation, Financial Management, Accounting, Finance, Fixed Income Research.

What skills is Patrick Debattista, Cfa known for?

Patrick Debattista, Cfa has skills like Corporate Finance, Financial Analysis, Finance, Economics, Accounting, Tax, Due Diligence, Managerial Finance, International Tax, Corporate Tax, Financial Reporting, Financial Management.

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