Summary
Overview
Work History
Education
Skills
Websites
Certification
Volunteer Experience
References
Awards
Languages
Affiliations
References
Timeline
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Patrick Mingione

Fort Lauderdale,FL

Summary

Detail-oriented and driven accounting student with a diverse background in finance, data analysis, and entrepreneurship. Pursuing a Bachelor's in Accounting while studying for the SIE, Series 7, and CPA exams. Proficient in financial data management, business decision support, and client relations. Skilled at using accounting software and basic Excel functions. With a proven track record of securing funding solutions for businesses. Seeking to apply knowledge and analytical skills in a dynamic accounting internship.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Founder

PM Financing
Fort Lauderdale, FL
12.2023 - Current
  • Founded and manage a finance company that partners with Lendtek, LendingTree, and NerdWallet to secure funding for businesses
  • Secured funding for 39 businesses, totaling approximately $900,000 in funding since the company's inception
  • Developed financial models and strategies that led to a 15% increase in funding approvals year-over-year
  • Built and maintained strategic partnerships that resulted in a 20% client acquisition increase.

Sales Associate

Madison Parker Capital
Hauppauge, NY
02.2023 - 11.2023
  • Managed client portfolios
  • Provided financial advisory support to clients, resulting in a 30% improvement in loan repayment efficiency.
  • Built relationships with customers to encourage repeat business.
  • Generated leads through networking, cold calls, and email campaigns.
  • Negotiated contracts with customers to ensure mutually beneficial outcomes.
  • Utilized CRM software to track prospects, manage accounts, and follow up on leads.

Personal Trainer

Crunch Fitness
Bellmore, NY
01.2021 - 03.2023
  • Balanced this role alongside full-time academic pursuits, demonstrating strong time management and organizational skills
  • Increased client retention by 18% through tailored fitness programs and customer relationship management.
  • Developed personalized fitness programs for clients based on their individual goals and needs.
  • Built relationships with customers to encourage repeat business.
  • Upsold additional items based on customer interests and needs.
  • Attended weekly team meetings to review performance goals and objectives.

Data Entry Analyst

TOMCO Refrigeration (Arcticom)
Westbury, NY
01.2021 - 04.2022
  • Initially responsible for managing data entry for HVAC repairs for 63 stores
  • Promoted to managing data for 132 stores
  • Conducted data analysis to support decision-making and improve operational efficiency by 15%
  • Collaborated with the finance team to optimize financial reporting, resulting in a 20% improvement in data processing efficiency.
  • Performed data entry into multiple databases and spreadsheets accurately and efficiently.
  • Updated existing data records and deleted any unnecessary files.
  • Generated summary reports for review by management on a daily basis.

Education

Bachelor's in Accounting -

Southern New Hampshire University
01.2026

Some College (No Degree) - Accounting And Finance

Nassau Community College
Garden City, NY

High School Diploma -

John F. Kennedy High School
Bellmore, NY

Skills

  • Financial Data Analysis (Basic Excel functions)
  • Accounting Software (QuickBooks)
  • CRM Software
  • Partnership Building
  • Attention to Detail
  • Time Management & Prioritization
  • Team Leadership
  • Excellent communication skills
  • Account Management
  • Closing sales

Certification

  • SIE Exam (In Progress)
  • Series 7 Exam (In Progress)
  • CPA Exam (Studying)
  • Class A Firefighter License

Volunteer Experience

Merrick Truck Fire Department, South Merrick, NY, Volunteer Firefighter, Participated in fire safety operations and emergency response., Assisted in community outreach programs focused on fire prevention and emergency preparedness.

References

Available upon request.

Awards

Steven Farrow Award - Captain of Bellmore Merrick Ice Hockey Team for 5 consecutive years.

Languages

Italian
Limited

Affiliations

-Ice hockey captain for 7 years straight.

-Trade Forex and options.

-Personal Trainer

References

References available upon request.

Timeline

Founder

PM Financing
12.2023 - Current

Sales Associate

Madison Parker Capital
02.2023 - 11.2023

Personal Trainer

Crunch Fitness
01.2021 - 03.2023

Data Entry Analyst

TOMCO Refrigeration (Arcticom)
01.2021 - 04.2022

Bachelor's in Accounting -

Southern New Hampshire University

Some College (No Degree) - Accounting And Finance

Nassau Community College

High School Diploma -

John F. Kennedy High School
Patrick Mingione