Frank Anthony Fragomeni
Staten Island
Summary
Dynamic professional with hands-on experience at CPA Advisory Group, LLC, and Morgan Stanley Investment Banking Company, excelling in data analysis and client engagement. Proven ability to enhance financial processes and streamline workflows, demonstrating strong problem-solving skills and attention to detail. Adept at fostering relationships and collaborating effectively within teams to achieve organizational goals.
Overview
7
7
years of professional experience
Work History
Accounting Intern
CPA Advisory Group, LLC
01.2025 - Current
- Assisted in preparing financial statements and tax returns for individuals and businesses, ensuring accuracy and compliance
- Conducted data analysis and account reconciliations to support audits and financial reporting
- Utilized accounting software to streamline workflows and improve efficiency
- Resolved client inquiries and recommended process improvements
- Collaborated with senior accountants on special projects to enhance technical skills and accounting knowledge
Player Development Coach
Off Ice Hockey
08.2023 - Current
- Deliver comprehensive hockey skill training and athletic development for all age groups, ensuring a safe and engaging environment for players and families
- Coordinate training schedules, maintain facility equipment, and foster positive client relations through structured coaching methodologies
Summer Analysis & Associate Intern
Morgan Stanley Investment Banking Company
06.2018 - 06.2023
- Supported financial advisors and conducted data entry for financial planning software, assisted with financial research, and collaborated on strategy presentations
- Gained insight into wealth management, investment strategies, and client engagement in a high-paced environment
Education
Bachelor's Degree - Business Finance
Leon Hess School of Business
05.2025
Skills
- Statistical Analysis
- Problem-solving Abilities
- Communication & Presentation
- Team oriented
- Data analysis
- Attention to Detail
- Excel
- Microsoft Word
- PowerPoint
- Short & Long-term planning
Timeline
Accounting Intern
CPA Advisory Group, LLC
01.2025 - Current
Player Development Coach
Off Ice Hockey
08.2023 - Current
Summer Analysis & Associate Intern
Morgan Stanley Investment Banking Company
06.2018 - 06.2023
Bachelor's Degree - Business Finance
Leon Hess School of Business
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