
Frank Romeo
Shift Manager

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About me
Senior Analyst, Real Estate Investments at Aetna, a CVS Health Company
Education

University of Connecticut
2019 - 2023Bachelor of Science - BS Major: Finance | Minors: Real Estate and Political Science
Xavier High School in Middletown, CT
2015 - 2019High School Diploma
University of Connecticut School of Business
-Actividades y grupos:Finance Society, Real Estate Society (Treasurer), Investment Banking Society, Law Society, Husky Case Competition Club, Business Golf Club
Experience

Steve’s Place
Sept 2015 - May 2019Shift Manager- Achieved greater leadership skills by running the restaurant as a shift manager- Prepared food for customers, took orders via in-person and over the telephone, and assisted in ordering food from our numerous suppliers

Restaurant Bricco
Jun 2020 - Jun 2023Food Runner- Promoted customer relations and expedited meals for Head Chef- Prepared restaurant opening and performed closing procedures- Served food in a respectful and proper manner to customers- Corresponded with customers via in-person communication and telephone

Connecticut Department of Consumer Protection
Sept 2021 - May 2023Real Estate Assistant- Enhanced my understanding in the real estate industry by reviewing complaints from consumers and providing analysis to the Real Estate Examiner.- Update department database with real estate course renewals and approvals.- Assisted in the creation of the 2022-2024 Mandatory Continuing Education Course for the State of Connecticut Brokers and Salespersons-Organized real estate violations and fines into an Excel spreadsheet

Virtus Investment Partners
Jun 2022 - Jan 2022Investment Operations Intern- Created Excel spreadsheets to assist with operation analysis- Redesigned an authorized signer’s sheet by making updates to an Excel spreadsheet in order to maximize efficiency and time- Reviewed contract administration and workflow in their contract management system- Assessed and documented CUSIPs into an organized spreadsheet- Supported vendor management for Stone Harbor Investment Partners by inputting information from Bloomberg to an in-house system- Reduced costs by identifying unused terminals in Bloomberg invoices- Assembled an excel spreadsheet that summarized new upgrades for Charles River Development versions- Participated in Agile Project meetings which consisted of daily scrums, backlog refinements, retrospective, and reviews- Showcased a 10-week Capstone Project which encompassed the emerging opportunities in the emerging markets- Analyzed and interpreted data from S&P and FactSet regarding company usage Mostrar menos

SIOR: Society of Industrial and Office Realtors
Oct 2022 - Oct 2022Young Professional / Student Scholar Attendee- 1 of 4 undergraduate students selected to attend the Society of Industrial and Office Realtors World Real Estate Conference- Networked with extremely successful brokers to generate business and to learn about trends in office and industrial CRE

Aetna, a CVS Health Company
Jul 2023 - nowSenior Analyst, Real Estate Investments
Jan 2025 - nowReal Estate Investment Analyst
Jul 2023 - Jan 2025
Licenses & Certifications
- View certificate
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A.CRE Accelerator Certificate of Completion
Adventures in CRE (A.CRE)Apr 2022 
ARGUS Trained
Altus GroupFeb 2022- View certificate

Scrum Startup for Teams
Scrum Inc. - View certificate

Bloomberg Market Concept
Bloomberg LPNov 2021
Honors & Awards
- Awarded to Frank RomeoDean’s List -
- Awarded to Frank RomeoKonover Coppa Family Scholarship -
- Awarded to Frank RomeoNew England Scholar -
- Awarded to Frank RomeoStudent Scholar -
- Awarded to Frank RomeoWilliam N. Kinnard Jr./CREUES Alumni Scholarship -
Volunteer Experience
Fundraising Volunteer
Issued by HuskyTHON Miracle Network Dance Marathon on Dec 2019
Associated with Frank RomeoVirtus Build Day Volunteer
Issued by Habitat for Humanity on Jul 2022
Associated with Frank Romeo
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